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Going digital: Streamlining your office

Thomas F. Levasseur, CLU, CLTC; Peter Hill, ChFC; Timothy Daniel Clairmont, CFP, MSFS

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If you’re searching through stacks and stacks of papers, your efficiency and client satisfaction are bound to suffer. With a paperless office, simplicity and efficiency reign supreme. In this episode of the MDRT Podcast, hear tips from Thomas F. Levasseur, CLU, CLTC; Peter Hill, ChFC; and Timothy Daniel Clairmont, CFP, MSFS, on how to transition and draw in more clients.

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