Edmund Chaw from Malaysia believes that financial advisors should always be sincere and honest when sharing knowledge with clients. He shares the importance of building strong client relationships.
Melissa Delos Santos shares her 3 P’s of building relationships with clients, earning her MDRT membership and Top of the Table qualification.
Soft skills in the financial service industry play a very crucial and important role for branding and client services. Venkateshwar Vakalapudi tells us ways to impart soft skills and generate new clients by changing the approach.
There is a common perception among Filipinos that financial advisors are only out to gain commissions. Val Domingo tells us why testimonials are a powerful persuasion tool in securing a client’s future with insurance.
Yee Von Lim’s clients were in trouble. The Movement Control Order (MCO) in Malaysia, which shut down the country during the early months of the pandemic, was having an immediate impact on small and medium business enterprises (SMEs), which were the backbone of her clientele.
The most common answer to the question, "What are your most valuable possessions?" is usually a list of material possessions. But here's how Top of the Table qualifier Bhupinder Anand guides clients to discover that they often forget to protect their most valuable asset — themselves.
IT’S EASY TO FEEL THAT IF WE HEAR THE WORDS “NEW NORMAL” ONE MORE TIME, we’re just going to scream. Loudly. And with great frustration. But here’s the rub: Normal will never be the way it was before March 2020. No matter what words you use, how consumers are behaving and how advisors are relating are like nothing anyone could have imagined in February of this year.
You can deepen relationships with clients, grow your clientele, and increase your bottom line - all without spending a dime or working more hours - if you're willing to change your mindset. Curious to find out more?
Clients can overspend, or turn to other possibly harmful behaviors, when they're stressed. Two financial therapists talk to Juli McNeely about how you can compassionately and respectfully talk to your clients about that.
One of the best gifts parents can give their children is a strong foundation through a good education. Yet many parents don’t recognize the role life insurance can play in securing their children’s future. Learn what questions you can ask to help them see the possibilities.