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Results: 3

Unlock continuous improvement by tweaking your process

Chee Hong Gan, ChFC, CLU; Brad Isaac, GDFP; Jonathan Peter Kestle, CLU, B Com; Terri E. Krueger, ChFC; Meredith Gail Langus, FSCP, LUTCF; Mark D. Olson, CFP, MSFS

May 1, 20247 min

Unlock continuous improvement by tweaking your process

Advisors improve their processes with insight from their staff.
Simple talk

Brian H. Ashe, CLU; Jeremy Mark Wellington, Dip PFS, Dip CII; Chee Hong Gan, ChFC, CLU; James E. Rogers, CLU, CFP

Nov 1, 20235 min

Simple talk

Explain complex topics with clarity while keeping a client’s individuality in mind.
Key strategies to ask purpose-driven questions

Chee Hong Gan, ChFC, CLU

Dec 20, 20225 min

Key strategies to ask purpose-driven questions

Asking purpose-driven questions is key to discovering your clients’ unique needs and wants while building trust. MDRT member from Singapore Vincent Gan shares his best strategies to craft the right questions and deliver them in the right manner to nurture quality advisor-client relationships.