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1 - 10of 68

Results: 68

Nitin Attri

Jan 17, 2025

The future of work: Adapting business models to remote work and changing client expectations

Nitin Attri from India turns client skepticism into confidence through empathetic conversations, secure digital tools, and personalized onboarding experiences.

Coaching clients through their objections image

Jensen Siaw

Aug 30, 2024

Coaching clients through their objections

A client’s objections are not roadblocks to your success but blockages in their own mind, Siaw says. He shares three questions that can help clients gain more clarity to turn you into a collaborator and move them closer to taking action.

Power questions in objection handling image

Mariana Sofia CFP, MCom (IS)

Aug 30, 2024

Power questions in objection handling

Advisors tend to take a defensive stance when dealing with objections, Sofia says. She explains how to welcome objections and lead dialogues with clients to open their minds and see things from your perspective by asking the right questions.

Let clients design their own policy image

Lim Meow Lih

Aug 30, 2024

Let clients design their own policy

What if there was a way for clients to directly match their coverage to their needs, therefore ensuring satisfaction and avoiding objections? Discover Lim Meow Lih’s strategy for establishing this design-your-own-policy approach for clients and how it can help you enhance your efficiency and flexibility with new markets.

Overcome commonly heard objections like a pro

Peggy Tsai, RFP, CCFP

May 27, 2024

Overcome commonly heard objections like a pro

While objections are inevitable in every financial advisor's career, Peggy Tsai, RFP, CCFP, offers valuable insights on transforming these roadblocks into opportunities. Equip yourself with strategies to navigate these situations with greater confidence.

Jerry Yeo

Feb 28, 20255 min

Helping clients build their retirement vision

Preparing for retirement isn’t just about saving money—it’s also about building a future life filled with purpose and fulfilment. Find out how Jerry Yeo guides his clients to understand just that.

Angelica Sim

Feb 11, 20255 min

Finding balance through emotional compartmentalization

Developing emotional resilience is crucial for financial advisors in handling client rejections and difficult interactions. Former neurotechnologist turned MDRT member Angelica Sim shares practical strategies for resetting mentally and bringing your best self to every client meeting.

How challenging preconceived notions can open new windows of opportunity

Catherine Chee; Tommy Khoerniawan; Nadia Wijatno; Angelica Sim

Nov 29, 20245 min

How challenging preconceived notions can open new windows of opportunity

The conventional playbook for success in financial services may actually limit an advisor's potential. Discover how MDRT members from Singapore challenged traditional assumptions and unlocked new pathways to success.

Bryce Sanders

Jul 1, 20246 min

How to prepare clients for a wild stock market ride

9 proactive steps add value to the relationship between advisor and investor during a stock market slump.

Anthony G. Engrassia, ChFC, LUTCF; Benjamin Harding, CFP, ChFC; Daniel Turnwald, CLU, LUTCF; Darren W. Ulmer, CLP, CLU

May 1, 20246 min

Come together for couple legacy planning

Getting client couples on the same page makes everyone aware of the legacy plan.