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1 - 10of 11

Results: 11

Recognizing the possibilities provided by virtual reality

Brian D. Heckert, CLU, ChFC; Panos Leledakis, LUTCF

Oct 22, 2022

Recognizing the possibilities provided by virtual reality

Virtual reality is closer than you think. Heckert shares how his firm glided into the virtual world based upon a Top of the Table Speaks presentation seven years before COVID, while Leledakis discusses how he utilizes advanced technology to take his clients to a virtual dimension.
Be metaverse ready! How to use virtual reality to thrive in the new “experiential age”

Panos Leledakis, LUTCF

Oct 22, 2022

Be metaverse ready! How to use virtual reality to thrive in the new “experiential age”

For some potential clients, Zoom is already becoming outdated, and virtual reality will soon be the new norm. Learn how Leledakis uses a virtual reality headset to meet clients as a 3D avatar and other ways to find hundreds of new prospects in the new metaverse, branding yourself as an advisor ahead of your time.
Virtual reality meeting with clients: Innovate and win the millennials! 

Panos Leledakis, LUTCF

Jun 29, 2022

Virtual reality meeting with clients: Innovate and win the millennials!

While the pandemic accelerated digital transformation across many platforms, Leledakis predicts virtual reality will continue to emerge as an innovative and viable approach for meeting, interacting and appealing to the younger generation — and financial advisors should be poised to adapt to such technological advances. 
Ahead of the times: Welcome to the experiential age

Brian D. Heckert, CLU, ChFC; Panos Leledakis, LUTCF

Oct 19, 20228 min

Ahead of the times: Welcome to the experiential age

Virtual reality is closer than you think. Heckert shares how his firm glided into the virtual world based upon a Top of the Table Speaks presentation seven years before COVID, while Leledakis discusses how he utilizes advanced technology to take his clients to a virtual dimension.
Virtual reality meeting with clients: Innovate and win the millennials!

Panos Leledakis, LUTCF

Jun 29, 20225 min

Virtual reality meeting with clients: Innovate and win the millennials!

While the pandemic accelerated digital transformation across many platforms, Leledakis predicts virtual reality will continue to emerge as an innovative and viable approach for meeting, interacting and appealing to the younger generation — and financial advisors should be poised to adapt to such technological advances.

Panos Leledakis, LUTCF

Sep 14, 202116 min

Find new prospects using cutting-edge technology

Technology provides amazing tools to find solutions in every aspect of our profession. Leledakis explores how to leverage the immense power of the internet to attract new generations and tech-savvy clients. Creating an omnichannel environment will not only propel new business but also better serve existing clients.

Panos Leledakis, LUTCF

Oct 6, 20207 min

How you can use webinars and virtual reality for prospecting millennials

To be successful in the future, you need to be where your clients are. Leledakis explains how 70% of his meetings utilize digital tools, and as a result, he makes 10 times more appointments than before.

Panos Leledakis, LUTCF

Aug 10, 20207 min

How you can use webinars and virtual reality for prospecting millennials

To be successful in the future, you need to be where your clients are. Leledakis explains how 70% of his meetings utilize digital tools, and as a result, he makes 10 times more appointments than before.
Skyrocket your production and reputation with AI and advanced technologies

Panos Leledakis, LUTCF

Jun 12, 20246 min

Skyrocket your production and reputation with AI and advanced technologies

Do you know how to give clients a unique digital experience driven by innovation? Leledakis shares practical ideas for how smart, easy-to-use tech can drive your prospecting strategies and leave a lasting impact on people who haven’t even met you yet.

Artificial intelligence: Friend or foe?

Timothy Daniel Clairmont, MSFS ; Jonathan Peter Kestle, CLU, B Com; Terri E. Krueger, ChFC; Panos Leledakis, LUTCF

Nov 1, 202313 min

Artificial intelligence: Friend or foe?

Some advisors are leveraging AI to create content and boost their productivity.