With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technology.  In this episode, MDRT members share how AI has factored into their work as an asset or a stressor, and what is on their mind moving forward.

You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU

Episode breakdown:






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– Using AI as another assistant to help with preparation, scheduling, and more

– Recognizing that if you can do it, someone else can too

– Hoping that clients realize AI cannot provide the same service as human advisors

– How AI comes up during client conversations

– Figuring out how to add value alongside what AI can do

Small changes in word choice that can have a big impact with clients

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.