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1 - 10of 19

Results: 19

ChatGPT, AI and your digital brand

Lisa Apolinski, CMC; Timothy Daniel Clairmont, MSFS; R.J. Kelly, AEP, MSFS

Jan 22, 2024

ChatGPT, AI and your digital brand

Hear from the CEO of 3 Dog Write, Lisa Apolinski, and MDRT member Tim Clairmont as they explore practical applications of AI and its impact on digital branding. Apolinski delves into ChatGPT's leadership in Search Generative Experience while Clairmont shares insights on leveraging ChatGPT in business, the future of digital avatars and the broader marketing impact of AI.
How to address philanthropy with high-net-worth families 

R.J. Kelly, AEP, MSFS

Oct 22, 2022

How to address philanthropy with high-net-worth families

Kelly shares the expectations of wealthy clients for discussing philanthropy and legacy planning.

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood; Michelle L. Bender, CFP

Dec 12, 2020

The secrets of successful study groups

Four MDRT members discuss their experiences of being part of a study group, as well as why study groups are so important for personal and professional development.
Adding profit centers

R.J. Kelly, AEP, MSFS

Feb 25, 20236 min

Adding profit centers

Kelly shares how he added stand-alone profit centers to his practice, an approach that has made him stand out from his competitors and created recurring income on top of his insurance commissions. He also discusses ways to create more revenue from reducing taxes on the sale of appreciated assets and businesses, protecting investments without annuities, scaling planning fees to match client needs, and incorporating philanthropy and legacy planning to open doors to wealthier clients.

R.J. Kelly, AEP, MSFS

Nov 10, 202113 min

Strategies to open doors and make new connections

R.J. Kelly, AEP, MSFS; Stephen Ritz

Oct 15, 202160 min

Doing well while doing good

As part of MDRT Gives Day 2021, R.J. Kelly explains ways to include philanthropy in client conversations, as well as strategies for discussing charitable giving with clients as they plan for the future. Plus, Stephen Ritz, the founder of Green Bronx Machine, shares how partnering with the MDRT Foundation has impacted his non-profit.

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

What is the main thing you get from your study group?

Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood share the key benefits they've received from being part of a study group.

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

Why study groups need agendas

To get the most out of study group meetings, Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood believe in the power of an agenda. Having a set agenda keeps everyone on track and makes sure you respect members' time.

R.J. Kelly, AEP, MSFS

Sep 11, 202021 min

Becoming the mayor of your financial town

Kelly discusses the ways you can increase your marketing impact from simple to expanded so that others will hire you for advice, seek your opinion, implement your recommendations and make you the "mayor of your financial town."

Paresh B. Shah, CFP; Aurora L. Tancock, CFP, FLMI; R.J. Kelly, AEP, MSFS

Jun 25, 202061 min

Generating quality introductions from centers of influence

Building relationships with centers of influence is an important part of growing your practice, but there’s no single way to do it. In this webinar, two MDRT members share their methods of working with centers of influence, including why making those connections is so essential. They explore ways to get introductions, how to build relationships that result in introductions to prospects, and how centers of influence can lead to building a referral-based practice.