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. 

Rose Ann Mangabo, a one-year MDRT member from Pasig City, Philippines, uses her human resources (HR) experience to create strategies for uncovering and addressing her clients’ needs and providing the best service.  

Learn strategies from MDRT Past President Caroline Banks for guiding clients toward the right insurance choices and building long-term trust. She shares her personal experience with having proper insurance coverage as well as how she talks to clients about the importance of making sure they have the insurance they need. These client discussions also have helped her to reach Top of the Table. 

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.

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