25TOT-03V: Sanity at the Top; Panel Discussion: How MDRT Members Use and Benefit from AI

No matter how much you love your work and produce at a high level, sometimes it feels like the tail wags the dog. Flaum shares techniques she uses to maintain work-life balance and mental health while also qualifying for Top of the Table.

Alison J. Flaum

With so many options and factors to consider regarding AI, what applications should advisors be using in their professional and personal lives? Learn how a trio of MDRT members have utilized this now-ubiquitous technology to advance everything from client care to compliance to marketing to cybersecurity to staffing.

Ryan J. Pinney, Carla Brown FPFS CFP, Ian Green DipPFS, Mark S. Gaunya GBA