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Results: 3

Vetting and walking away

Anthony G. Engrassia, ChFC, LUTCF; Alessandro M. Forte, FCII, CFP; Kasey Hammer, MBA; Travis D. Manning, CFP, CLU; Brad J. Myers

Nov 1, 20247 min

Vetting and walking away

How to recognize prospects who can be more trouble than they’re worth.

Slash your writing time: Tap in to the power of ChatGPT

Brad J. Myers; John R. Benton Jr., ChFC, CLTC

Jul 1, 20245 min

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.
MDRT members share how they became a resource when adapting to challenges.

Lam Pui Ka; Brad J. Myers; Leena Parwani, Cert CII, MBA

Jan 2, 20246 min

Be the advisor with answers when circumstances change

MDRT members share how they became a resource when adapting to challenges.