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Results: 130

Leveraging stories to build genuine and long-lasting relationships with clients [Esther Hu Mong Siem]

Esther Hu Mong Siem

Dec 31, 2024

Leveraging stories to build genuine and long-lasting relationships with clients

Esther Hu from Malaysia shares her insights on how she has been consistently building long-term relationships with her clients through the art of sharing personal stories. 

Spotting generational shifts in financial goals [Peline Toon Siow Ling]

Peline Toon Siow Ling

Dec 13, 2024

Spotting generational shifts in financial goals

Peline Toon shares key insights on how she actively keeps track of her clients life transitions to tailor better financial solutions that match the current shifts they are experiencing. 

What to do when it’s clear the client-advisor relationship is not a match image

Alessandro M. Forte, DipPFS, CSP; Renee Hanson, CFP, CDFA

Dec 2, 2024

What to do when it’s clear the client-advisor relationship is not a match

At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.

The perils of one-seat closing: Why financial advisors should be wary [Godofredo Batas Peteza III]

Godofredo Batas Peteza III

Aug 1, 2024

The perils of one-seat closing: Why financial advisors should be wary

Godofredo Batas Peteza III, a seven-year MDRT member from Quezon City, Philippines, cautions against the one-seat closing approach and provides alternative methods that strengthen client trust. 
How we can provide a financial plan for every one of our clients

Brandon Heckert, CFP, AAMS

Jun 12, 2024

How we can provide a financial plan for every one of our clients

How can an office have the capacity to deliver full financial plans for all clients, regardless of their level of investment? Heckert shares the processes and staffing solutions that lead to increased production as well as client satisfaction.
Help clients get real about savings

Jennifer P. Mann, MBA, CFP

Nov 1, 20244 min

Help clients get real about savings

Guide clients by educating them about the three types of savings.

Challenges in the Malaysian insurance industry and how to move forward

Putri Mahirah ; Audrey Adeline Yap Mui Ling

Sep 19, 20245 min

Challenges in the Malaysian insurance industry and how to move forward

Delving into the primary challenges faced by financial advisors in the Malaysian insurance industry. 

Ethical considerations in insurance sales [Deepak Ramniwas Bansal]

Deepak Ramniwas Bansal

Aug 15, 20244 min

Ethical considerations in insurance sales

Explore how Deepak Ramniwas Bansal champions transparency, client-centric approaches, and unwavering integrity to uphold ethical standards in insurance sales.
Effective ways to recognize client's life milestones that trigger financial plan adjustments

Krishna Agarwal; Pramod Kumar Agarwal; Meenu Aggarwal

Aug 1, 20244 min

Effective ways to recognize client's life milestones that trigger financial plan adjustments

Financial advisors must recognize and adapt to clients' life milestones to provide tailored financial plans, leveraging regular communication, technology, and social media to ensure ongoing client satisfaction and financial stability.
Be genuine and sell yourself first

Michael DePilla

Jul 1, 20248 min

Be genuine and sell yourself first

12 tactics for connecting during client meetings and prepping to engage with prospects and clients.