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1 - 10of 12

Results: 12

Understanding the financial needs of Malaysia’s aging population

Peline Toon Siow Ling ; Lee Wan Qi; Jasmine Lily Ho

Mar 19, 20254 min

Understanding the financial needs of Malaysia’s aging population

As Malaysia’s population ages, advisors must address retirees’ evolving financial needs, from sustainable income planning to healthcare and wealth transfer, ensuring long-term security.

Stop multitasking

Michael Ong Chong Ghee

Jan 3, 20235 min

Stop multitasking

Ong discovered that single tasking was the key to greater productivity, personally and professionally.
How to improve your communication skills with clients

Ee Kah Teik

Nov 24, 20223 min

How to improve your communication skills with clients

Ee Kah Teik, a four-year MDRT member from Malaysia, shares his tips on how financial advisors can improve their communication skills to retain good clientele.
Types of insurance policies that every Malaysian needs

Lo Nyok Mooi

Sep 6, 20224 min

Types of insurance policies that every Malaysian needs

Lo Nyok Mooi, an MDRT member from Malaysia, shares the three types of most needed insurance policies that you can pitch to prospects or clients.
Single-tasking is key to greater productivity

Tanichka Achan

Jul 26, 20224 min

Single-tasking is key to greater productivity

According to scientific research, the human brain is not made for multi-tasking. Instead, single-tasking may be the key to be more productive as a financial advisor professionally and personally.
How technology is changing consumer behaviour

Tanichka Achan

Apr 18, 20225 min

How technology is changing consumer behaviour

Today’s consumer is digital, and they are using technology to be engaged, empowered and mobile. Here are some ways for financial advisors to start winning the hearts of their clients.

Tanichka Achan

Jan 4, 20224 min

Ways to keep your clients happy with you

When buying financial products, people want to know that they are gaining the best possible options. Keeping clients happy in this area is a key factor for financial advisors to maximize your sales and attract prospects.

Tanichka Achan

Jan 4, 20223 min

Staying ahead of the game by keeping up with current news and practices

Striving to be a financial advisor who impacts the lives of clients is no easy feat. MDRT Member Jeffrey Soon from Malaysia shares how staying up-to-date with what’s happening around him as well as practices in other countries has helped his career as a financial advisor.

Tanichka Achan

Dec 21, 20214 min

Transforming obstacles into opportunities

It is important for financial advisors to identify and adopt a wide array of skills and qualities to consistently retain their MDRT membership.

Tanichka Achan

Dec 21, 20214 min

How to deal with client rejection

Although rejection is a universal experience, overcoming it can be a real challenge for some financial advisors. However, rejection is not the end of a pitch and there are ways to manage it.