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What minor adjustments can you make in your communication to majorly further client satisfaction? Wakem explains how she identified small-yet-impactful changes that have enhanced interpersonal connections and generated a spirit of teamwork and reciprocity in her practice. 

Advisor's impact enabled survivors to continue pursuing their dreams and keep the house.

Love letters build client satisfaction and clarity for beneficiaries.

How to recognize prospects who can be more trouble than they’re worth.

Williams elevates his employee benefits business with sports training, and physical and mental health tips for clients.

8 gift ideas that will make you stand out. 

Bernadette Batalan Chavez, a one-year MDRT member from Manila City, Philippines, draws on her extensive bancassurance experience to build deep, lasting relationships with her clients. Combining her financial expertise with a personalized approach instills trust and fosters loyalty, making clients feel secure and confident in their financial decisions.

Building lasting client relationships requires more than financial expertise — it’s about trust and genuine care. Find out how MDRT member Derek Tan fosters long-term partnerships with transparency, clear communication and personal connections. 

Lilian Ng, an MDRT member from Singapore, demonstrates how advisors can thrive by combining technical expertise with genuine care in today's fast-paced society. 

Trust and loyalty are essential building blocks to foster good relationships with clients. Find out how Karyl Phua does it with regular client communication.