Antoinette Tuscano

By Antoinette Tuscano AI notetaking tools can transform financial advisors’ productivity and engagement in client meetings, which likely is only the beginning as these tools become more comprehensive and mainstream. Financial advisors can use AI notetaking tools to record client meetings, attach the notes in their CRM, create post-meeting tasks for the team, draft a post-meeting recap email to the client and write an agenda for the next meeting with the client.

Next-level client care: How connecting holistically with clients builds trust By Antoinette Tuscano Significant life experiences — such as the death of a loved one, marriage, divorce and the birth of a child — impact your clients’ lives and finances. Financial advisors often have a front-row seat to many seasons in their clients’ lives.

A few years ago, MDRT Past President Tony Gordon was stopped by another MDRT member who had doubled his production and reached Top of the Table for the first time. It happened because this person took Gordon’s advice of asking clients want they want instead of telling them what they need. “What people want is always greater than their needs,” Gordon said, who is a Top of the Table member. “Tell them what they need, and we’re selling to them. Tell them what they want, and we’re helping them to buy.