Insurance Update: 2021 Review And 2022 Preview

5/5 The future belongs to those who thoughtfully integrate these tools while maintaining the personal touch clients value. #FinTech #AIinFinance #GrowingYourPractice.

4/5 Key to success: Balance AI efficiency with human connection. Start small, focus on internal uses, and prioritize compliance.

3/5 AI isn't just for big institutions. Independent advisors can use it to:.• Create smart chatbots.• Capture meeting insights.• Analyze communication patterns.• Personalize client outreach.

2/5 Clients are more tech-savvy than ever. They're using AI tools to analyze materials and explore questions independently.

1/5 The financial advisory landscape is evolving rapidly. Post-COVID, virtual meetings have become standard, expanding our reach beyond geographic limits.

Mentorship = Growth for all. 💡 Traditional mentors guide in your early career. 💡 Virtual mentors (or even LLMs!) expand your insight. 💡 Peer mentoring creates mutual support. What role has mentorship played in your career?. #Mentorship #CareerGrowth #GrowingYourPractice

💡 Build win-win-win relationships. 1️⃣ Clients win through tailored expertise. 2️⃣ Collaborators profit from shared trust. 3️⃣ You strengthen your network authentically. Generosity builds trust. How do you grow your partnerships?. #GrowingYourPractice

Structure your day for effectiveness, not just efficiency. 👉 Schedule "rocks" first: family, meetings, exercise. 👉 Let "sand"—emails & webinars—fill the gaps. 👉 Use Calendly & team meetings wisely. When do you do your best thinking?.#TimeManagement #GrowingYourPractice

Building trust takes time—but it can be lost instantly. Start with small actions:. ✨ Follow through on commitments.✨ Be consistent & transparent.✨ Show mutual respect in collaboration. What’s your top habit for building trust?. #ClientTrust #TrustMatters #Collaboration

We grow as professionals through active daily habits like:. ⭐ Observing trends, patterns, & divergences. ⭐ Talking to collaborators for clearer insights. ⭐ Using LLMs to simplify complex ideas. What’s your go-to habit?. #GrowingYourPractice #DailyHabits #AdvisorDevelopment

Starting a family business takes trust, partnership, and clear communication. In our first year, my son and I learned:.1️⃣ Communicate openly to reduce ambiguity. 2️⃣ Collaborate as equals (not hierarchically). 3️⃣ Align on values and trust. Your lessons?. #GrowingYourPractice

Career evolution requires adaptation. From actuary to advisor, I've learned:.1️⃣ Simplification builds clarity. 2️⃣ Collaboration is essential and complex. 3️⃣ Instant credibility shifts to earned influence. What lessons has your journey taught you?.#GrowingYourPractice

[Series Introduction] Growing Your Practice: An Actuary’s Perspective. Want to make your advisory practice more resilient & impactful? . I’m sharing what I’ve learned on Sundays at 6 PM Toronto time. Follow to grow your practice. #GrowingYourPractice

My #FinancialLiteracyMonth started with a surprise bill and a fight for a refund! 🥊 Decided not to renew, but got charged anyway. Contacted the company … crickets! 🦗 Filed a dispute with PayPal and BAM! 💥 Full refund! . #MoneyOnYourMind? Stay on top of your finances! #FLM2024

DST to EST got me. Brewed a pot of “clear coffee” this morning. Coffee beans? Optional! . Anyone else got the #TimeChangeBrainFog? ➡️ This AI-generated image captures the feeling. #CoffeeFail #MondayMood #AIart

RT @taxevity: “Isn’t there an old adage that if you die a rich person, you’ve failed?.My philosophy is get rid of it or give it away before….

RT @Wealthsimple: Wallets are here. So let us pad yours. We’re sending 25 winners a deposit of $2,000 worth of $ETH. Retweet this post, and….

RT @taxevity: “The meaning of life is to find your gift. The purpose of life is to give it away.”.― Pablo Picasso. Giving to charities brin….

What the 100 US nonprofits that raised the most money in 2020 says about charity today