Today’s leading AI tools and technology are reshaping professional practices. In May, MDRT members hosted a webinar, AI and technology in advisory practices on May 11. Moderated by Brandon Wellman, CFP, RICP, the discussion featured Ryan J. Pinney, LACP, who revealed how to use technology and AI to drive growth; Marta Borbala Kiraly, who focused on strengthening relationships and enhancing the client experience and Ross Bernstein, CSP, CPAE, who shared insights on adaptability and performance in an evolving digital landscape. Watch the recording here.
