MDRT members Kam Pei Minn and Dianella Chiu share their experience of how they have managed to remain productive and stand out in the profession. 

 

Expanding one’s client base from their current client pool is an effective method for financial advisors to ensure they have a stable stream of clients and revenue. Felicia Oh explains how her existing clientele has paved the way for her to reach out to prospects and build her client base.