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Results: 8

When a good idea sticks

Risha Baddaloo, BSc, LUTCF; Joyce Chan; Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Alessandro M. Forte, FCII, CFP; Simon John Gibson, Dip PFS; Sarah Helen Hogan, ACII; Anant Jain, CFP, MBA; Miliana Marten, AEPP; Seema Nair; Manuel Antonio Paderanga ; Karyl Phua

Mar 1, 202411 min

When a good idea sticks

Temporary fixes that yielded so much benefit, they became habits.
Raising the regulation bar

Carla Brown, FPFS, CFP; Asvin Chauhan, Dip FA, MIFP; Catherine Gough, FPFS; Sarah Helen Hogan, ACII; Elaine Milne, Dip PFS

Nov 1, 20225 min

Raising the regulation bar

Increased oversight helps UK advisors look out for their clients’ interests.

Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Sarah Helen Hogan, ACII

Sep 21, 20209 min

Developing new ideas for customized service and digital marketing

The pandemic has created new opportunities to tailor your approach with each client and prospect. In this episode, MDRT members share how they make sure that communication on video, on the phone and, if possible, in person matches the wants and needs of the client.

You’ll hear from:
Catherine Chee Keng Lian, MBA, FChFP
John P. Enright
Sarah Helen Hogan, ACII

Episode breakdown:
0:31 – Delivering information via PowerPoint rather than a folder in person
1:06 – Utilizing video but recognizing when a phone call is preferred
4:04 – How video marketing can drive follow-up conversations with clients
5:27 – Remembering to give clients a choice about how they are served
7:18 – Thriving through a willingness to change and adapt

Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Sarah Helen Hogan, ACII

Sep 8, 20205 min

Books that have played an impactful role during challenging times

Have you found a book that can make a difference in a client’s life and taken the initiative to share it with them? In this episode, MDRT members explain each of the books they have chosen and the difference that it made.

You’ll hear from:
Catherine Chee Keng Lian, MBA, FChFP
John P. Enright
Sarah Helen Hogan, ACII

Episode breakdown:
0:31 – A surprising coincidence about “The Boy, The Mole, The Fox and the Horse”
2:36 – Recognizing the elevated value of “Raising Financially Aware Kids” during the pandemic
3:12 – Why clients can learn from “Walking out of the Financial Maze”
There are many reasons why advisors might have wanted to share reading

Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Sarah Helen Hogan, ACII

Aug 21, 20208 min

Finding new opportunities to embrace virtual connection

The pandemic has inspired advisors to innovate a variety of touchpoints with clients, staff and friends in the financial services profession. In this episode, MDRT members discuss the benefits of Zoom happy hours, increasing the frequency of meeting with your peer group and more.

You’ll hear from:
Catherine Chee Keng Lian, MBA, FChFP
John P. Enright
Sarah Helen Hogan, ACII

Episode breakdown:
0:30 – Developing a Zoom happy hour for my clients
2:51 – Turning a quarterly catch-up into a weekly meeting
4:45 – Hearing fantastic feedback from clients about your efforts
5:24 – Reviewing client cases with colleagues and creating motivation

Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Sarah Helen Hogan, ACII

Aug 6, 202011 min

Significant ways I’m adapting to a new normal

During a crisis, advisors are seeing that they must make big changes in their practice, particularly when it comes to marketing and presenting to clients. In this episode, MDRT members share the adjustments they’ve made and the benefits they have seen as a result.

You’ll hear from:
Catherine Chee Keng Lian, MBA, FChFP
John P. Enright
Sarah Helen Hogan, ACII

Episode breakdown:
0:27 – Replacing a plan for seminars with webinar marketing
2:38 – Recognizing that it’s better late than never to be active on social media
3:10 – Transferring in-person drawings to drawing on a screen
4:40 – Seeing that you can separate yourself through consistency
6:52 – Realizing that what you post on social media must change
8:41 – Embracing the power of sharing video content

Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Sarah Helen Hogan, ACII

Jul 21, 20205 min

Safety protocols to make clients and staff more comfortable

How can you acknowledge and adjust your office and your communication to deal with concerns related to the pandemic? In this episode, MDRT members share changes they are making and strategies for showing that health and safety are a top priority.

You’ll hear from:
Catherine Chee Keng Lian, MBA, FChFP
John P. Enright
Sarah Helen Hogan, ACII

Episode breakdown:
0:25 – Communicating changes made for in-person meetings
1:07 – Additional tweaks made to prioritize safety, including automatic hand sanitizer
2:54 – Investing in continued connection without meeting in person

Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Sarah Helen Hogan, ACII

Jul 14, 202011 min

Navigating difficult situations with clients and staff regarding the virus

During these unusual times, how will you handle potentially awkward conversations regarding safety? In this episode, MDRT members share how they are dealing with the complicated feelings and physical challenges involved in communicating with clients as some offices reopen.

You’ll hear from:
Catherine Chee Keng Lian, MBA, FChFP
John P. Enright
Sarah Helen Hogan, ACII

Episode breakdown:
0:32 – How to quickly identify where the other person is on the spectrum of concern
1:07 – Balancing an individual’s choice with the safety of others and yourself
4:51 – Continuing Zoom meetings even though the office is open
6:02 – Navigating difficult social experiences pertaining to safety
7:18 – Dealing with a wide spectrum of behavior regarding the threat of the virus
9:26 – Staying humble and adapting your client service to each person