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Ryan J. Pinney; Steven A. Plewes, CLU, ChFC; Edward C. Skelly, CLU, ChFC

Oct 4, 2017

Leveraging technology

Want to increase office efficiency and make Top of the Table without ever seeing clients in person? MDRT members discuss how technology has created several effective processes including virtual meetings, email organization and more. Presented at the 2017 Annual Meeting.

Ryan J. Pinney; Steven A. Plewes, CLU, ChFC; Edward C. Skelly, CLU, ChFC

Feb 9, 201817 min

Leveraging technology

Want to increase office efficiency and make Top of the Table without ever seeing clients in person? MDRT members discuss how technology has created several effective processes including virtual meetings, email organization and more. Presented at the 2017 Annual Meeting.