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Results: 7

Elevating life insurance: Personalized client connections with AI-powered CRM

Ryan J. Pinney

Oct 13, 2023

Elevating life insurance: Personalized client connections with AI-powered CRM

Pinney shares how you can use a mix of digital tools and ethical AI to transform client communications. These modern strategies can help you create meaningful connections that boost engagement, retention and revenue.

Ryan J. Pinney

Sep 5, 2018

Leveraging technology

Want to increase office efficiency and make Top of the Table without ever seeing clients in person? Pinney discusses how technology has created several effective processes including virtual meetings, email organization and more.

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.
Practical ways for advisors to put AI into practice image

Ryan J. Pinney

Nov 6, 2024

Practical ways for advisors to put AI into practice

How can AI help create business plans, personalize client learning and drive operational efficiency, all while ensuring compliance and data security? Pinney provides actionable tools you can implement immediately to unlock the potential of AI while boosting productivity and growth.

Travis Mills; Ryan J. Pinney

Oct 12, 202161 min

Tough as they come

United States Army Staff Sergeant Travis Mills, author of "Tough As They Come," shares the challenges he's overcome and the life lessons he's learned from his experience of losing both arms and both legs after being injured by an IED in Afghanistan.
Teaching the MDRT culture

Shawn Bellefeuille, CFP, CLU; Dana Mitchell, CFP, CLU; Ryan J. Pinney; Terasa Rausch

Mar 1, 20256 min

Teaching the MDRT culture

The MDRT Academy provides training and accountability for junior advisors.

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.