The unexpected intricacies of using technology

Is your CRM helping you or just causing frustration? Have you used technology to identify which client is the most profitable based on the time you spend on them? In this episode, MDRT members share their experience with technology and lessons gained while going from implementation to maximization. You’ll hear from: Xiao Chen Chad Demarre Maria Josefa Garcia Stacy L. Kahan, CLU, RFC Episode breakdown: 0:33 – The vision required to grow 2:23 – Utilizing technology to save time, not waste it 3:42 – The progressive adoption of e-signatures 5:37 – The new information you need to gather 8:29 – Navigating the challenges of a meeting that doesn’t take place in person 11:06 – Coaching clients through a phone application 13:32 – The importance of knowing your client well Listen to the monthly series, MDRT Presents: @mdrtpresents