🎄 Happy Holidays from the ReFocus AI Team! 🎄 As the year draws to a close, we reflect on the challenges we’ve overcome, the milestones we’ve achieved, and the relationships we’ve built. At ReFocus AI, we know that success is not just about tools or technology—it’s about people. The holiday season is a reminder of the importance of connection: 🤝 With clients—listening to their needs and being a trusted partner in their success. 🎯 With our teams—collaborating and growing together to build something truly impactful. 🌍 With our communities—giving back and creating a meaningful impact beyond the workplace. This season, we’re grateful for everyone who has been part of our journey—our clients, partners, and team members who continue to inspire us to aim higher. The work we do is driven by the desire to simplify complexity, deliver clarity, and empower the insurance industry to thrive. As we step into the new year, let’s remember: strong relationships are at the heart of everything we do. Whether it’s renewing policies or building partnerships, it’s the human connection that makes all the difference. From all of us at ReFocus AI, we wish you a holiday season filled with warmth, joy, and reflection—and a New Year brimming with opportunity and success.
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Registration for the Dive In Festival 2024 is now open! With the theme "A Sustainable Future: The Next 10 Years," this year’s festival will explore crucial topics like neurodiversity, ageism, and the impact of AI on the insurance industry. https://hubs.la/Q02Lw3SQ0
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Here's a great success story of a financial professional who used Waterlily's AI to transform their care planning conversations. The numbers speak for themselves! If you're interested in utilizing this revolutionary AI tool to enhance your care planning business, message me today.
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🎙 Episode 41 of the Discovery Series: Unplugged podcast is live, and it's a game-changer! Our guest, Gregory Rozdeba, CEO of Dundas Life Brokers, takes us on a journey into the future of financial advisory in the digital age. 🔍 Episode Highlights: - Greg's incredible transition from software sales to becoming the CEO of Canada's leading digital life insurance brokerage. - Strategies for advisors to harness AI and digitize their client experience. - Unlocking the power of technology in marketing, prospecting, and client acquisition. - A deep dive into the digital underwriting system that streamlines the underwriting process and saves advisors valuable time. - Insights on the evolving role of financial advisors and the importance of digitizing practices for future success. 🎯 What Advisors Will Gain: Whether you're a seasoned advisor or just starting, this episode is a goldmine of insights. Learn how to: - Leverage technology for effective marketing and lead generation. - Streamline client interactions and underwriting processes. - Adapt your practice for the digital era and stay ahead of the curve. - Save time and enhance client relationships with a modern, tech-driven approach. 🎧 Don't miss out on this transformative episode! Tune in now to stay at the forefront of the digital revolution in financial advisory. 🚀💼 https://lnkd.in/gbVCARhY #FinancialAdvisory #AIinFinance #DigitalTransformation #PodcastEpisode #FinancialServices #AdvisorsOfTheFuture
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Waterlily's AI is completely transforming the long-term care discussion. Normally, long-term care is a dreaded topic to tackle by both financial professionals and their clients. However, using AI to predict long-term care events with Waterlily's user-friendly platform makes for a simpler and more productive conversation. The numbers in this article speak for themselves. FIG is proud to partner with Waterlily to empower financial professionals in their care planning business. Message me today if you're interested in learning more about this revolutionary AI tool!
Using Waterlily to Close $1.3m in New AUM with 100% Success Rate
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Waterlily's AI is completely transforming the long-term care discussion. Normally, long-term care is a dreaded topic to tackle by both financial professionals and their clients. However, using AI to predict long-term care events with Waterlily's user-friendly platform makes for a simpler and more productive conversation. The numbers in this article speak for themselves. FIG is proud to partner with Waterlily to empower financial professionals in their care planning business. Message me today if you're interested in learning more about this revolutionary AI tool!
Using Waterlily to Close $1.3m in New AUM with 100% Success Rate
blog.joinwaterlily.com
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Waterlily's AI is completely transforming the long-term care discussion. Normally, long-term care is a dreaded topic to tackle by both financial professionals and their clients. However, using AI to predict long-term care events with Waterlily's user-friendly platform makes for a simpler and more productive conversation. The numbers in this article speak for themselves. FIG is proud to partner with Waterlily to empower financial professionals in their care planning business. Message me today if you're interested in learning more about this revolutionary AI tool!
Using Waterlily to Close $1.3m in New AUM with 100% Success Rate
blog.joinwaterlily.com
To view or add a comment, sign in
-
Waterlily's AI is completely transforming the long-term care discussion. Normally, long-term care is a dreaded topic to tackle by both financial professionals and their clients. However, using AI to predict long-term care events with Waterlily's user-friendly platform makes for a simpler and more productive conversation. The numbers in this article speak for themselves. FIG is proud to partner with Waterlily to empower financial professionals in their care planning business. Message me today if you're interested in learning more about this revolutionary AI tool!
Using Waterlily to Close $1.3m in New AUM with 100% Success Rate
blog.joinwaterlily.com
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Merry Christmas and Happy Hanukkah Everyone!