Search
Results: 51
Thriving in a virtual environment
Do you know how to craft a compelling online presence and structure a high-performing virtual team? Ketchie shares how you can master these digital interactions and recognize the financial benefits and client engagement advantages of transitioning to a fully online/virtual business model.
Desk centerpiece
Organize desk and email clutter and portable checkups for you and your dog.
![Leveling up from a tech novice to tech savvy advisor [Catherine Chee]](/_next/image?url=https%3A%2F%2Fmembers.mdrt.org%2Fglobalassets%2Fdigizuite%2F34258-en-mdrt-sg_written-interview_leveling-up-from-a-tech-novice-to-tech-savvy-advisor_thumbnails.png%3Fheight%3D280%26width%3D280&w=640&q=75)
Leveling up from a tech novice to tech savvy advisor
With technology playing an increasingly prominent role in financial services, the ability to leverage digital tools has become crucial for an advisor's success. Catherine Chee, FChFP, from Singapore, shares how embracing technology has transformed her practice and offers valuable lessons for advisors seeking to thrive in the digital age.
The traveler's charger
Gadgets, apps and solutions that aid travel and translating.
Time-saving tips: MDRT members discuss AI
AI tools such as ChatGPT can be used to write webinar scripts or emails in seconds. While there are multiple ways to save time using AI, there are some precautions to take. Learn more as two Top of the Table members talk about ChatGPT.![Adapting to digital transformation in insurance to meet client demands and market dynamics [Esakkiraja Balesakki]](/_next/image?url=https%3A%2F%2Fmembers.mdrt.org%2Fglobalassets%2Fdigizuite%2F33428-en-india_written-interview_esakkiraja-balesakki-thumbnail.png%3Fheight%3D280%26width%3D280&w=640&q=75)
Adapting to digital transformation in insurance to meet client demands and market dynamics
Discover how Esakkiraja Balesakki is navigating regulatory challenges and leveraging technology to drive digital transformation in India's insurance sector, meeting evolving customer demands with efficiency and innovation.
The healthy choices app
Apps for healthy food choices, virtual assistance and a second phone line without the second phone.
Sweet ideas for client appreciation
Advisor sweetens his brand with client appreciation service.
Slash your writing time: Tap in to the power of ChatGPT
Artificial intelligence can help advisors with writing tasks like email, social media and sales scripts.
Beyond paper
AI for post-meeting tasks, personal assistance and QR business cards.
1 - 10of 51