The unexpected intricacies of using technology

Published: Jan. 1, 2020, 1 p.m.

b'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.\\n\\nYou\\u2019ll hear from:\\nXiao Chen\\nChad Demarre\\nMaria Josefa Garcia\\nStacy L. Kahan, CLU, RFC\\n\\nEpisode breakdown:\\n0:33 \\u2013 The vision required to grow\\n2:23 \\u2013 Utilizing technology to save time, not waste it\\n3:42 \\u2013 The progressive adoption of e-signatures\\n5:37 \\u2013 The new information you need to gather\\n8:29 \\u2013 Navigating the challenges of a meeting that doesn\\u2019t take place in person\\n11:06 \\u2013 Coaching clients through a phone application\\n13:32 \\u2013 The importance of knowing your client well\\n\\nListen to the monthly series, MDRT Presents: @mdrtpresents'