Simon D. Lister, Dip PFS
8 minOpen to change
An ability to look forward and consider innovative approaches guides Lister’s leadership journey.
Kendall Revilla
4 minMaintaining service excellence throughout pregnancy
Kendall Revilla shares how she successfully built a reputation for excellence in her financial advisory practice, which she has consistently maintained even while navigating the challenges of pregnancy.
![Maintaining service excellence throughout pregnancy [Kendall Revilla]](/_next/image?url=https%3A%2F%2Fmembers.mdrt.org%2Fglobalassets%2Fdigizuite%2F36718-en-ph_written-interview_maintaining-service-excellence-throughout-pregnancy_kendall-revilla-thumbnail.jpg%3Fheight%3D800%26width%3D800&w=1920&q=75&dpl=dpl_5d7h1WYz3fAGYqxSESDXir2vX9er)
Kwame Christian
Improving negotiations with compassionate curiosity and empathy
As clients' decision-making is largely driven by emotions, it is crucial for advisors to connect and persuade on an emotional level. Christian shares the difference between being right and being persuasive and explains how you can help your clients align not just what is right financially but emotionally as well.
Jennifer P. Mann, MBA, CFP
From chaos to control: Organizing savings for success
Unveil the secrets to maximizing your clients’ savings potential through the art of account segmentation. Mann explains how a strategic approach can create financial clarity and empower your clients to achieve their goals.
Zinc Goh Zhi Yin
A.B.C.D.E. your way to referrals
Avoid the fear and reluctance of asking for referrals with this five-step technique that you can apply with each client. Learn how Zinc Goh Zhi Yin continually gains five new people to meet with and creates a sustainable pipeline of prospects.
Carol Kheng, ChFC+1
Changes I made to foster growth in my business
If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, members of the MDRT Executive Committee share how they have reimagined their perspectives and their communication to drive stronger relationships and greater performance.
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