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Results: 2

How to increase your chances of client retention in Malaysia [Dina Mashida]

Dina Mashida binti Masron

Oct 13, 2023

How to increase your chances of client retention in Malaysia

Dina Mashida, an MDRT member from Malaysia, shares ways financial advisors can retain their clients and how to face difficult situations when trying to retain them.
Navigating clients toward financial clarity

Cindy Tan Sheu Chen; David Ooi You Wai ; Dina Mashida binti Masron

Feb 16, 20245 min

Navigating clients toward financial clarity

Financial advisors in Malaysia share how they guide clients toward financial clarity through simple yet effective strategies.