Featured Content


Oct 2021

A different approach to prospecting

Manmohan Mohamad from Malaysia shares his favourite fail-proof method to approach a prospect.

Sep 2021

How to ask for referrals from clients

Referrals are a cost-effective way to bring in very valuable prospects. Gan Chin Soon from Malaysia shares productive ways you can ask clients for referrals.

Aug 2021

Expanding your target market with TikTok

Yani Moya, a TikTok Financial Educator and MDRT member from Quezon City, Philippines, talks about TikTok and how financial advisors can use the platform to expand their target market.

Jul 2021

Mastering the art of prospecting

Putting others before herself has greatly helped Carol Chin from Singapore leave a positive impact on her clients over the years. Find out what keeps her going when prospecting becomes challenging.

Jun 2021

How to successfully market your practice

To explore what financial advisors can do to successfully market themselves, we speak to Sean Yap Yik Yee, an MDRT member since 2018.

May 2021

Preparing for your first virtual meeting with a prospective client

Video conferencing is highly susceptible to distractions. Find out how to keep your prospect engaged throughout the meeting from Annalee “Lheng” De Guia, a Court of the Table member whose motto is to “always be closing.”

Apr 2021

Lead from the front

“What we’re doing allows our clients to sleep at night knowing their policies are intact and will protect them.” Discover how Janet N. Ng from the Philippines sets the tone as she leads her team through today’s uncertainties.

Jan 2021

Become the go-to-advisor with webinars

When the world was changing quickly for all of us, we debuted a weekly webinar series called “Tuesdays at 2.” It assisted our business-owner clients and HR professionals in their time of need and positioned us in front of prospective clients. We went from idea to launch in just three days, and we had hundreds of people in attendance at that first webinar.

Dec 2020

How to be politely persistent and close more

A financial advisor got a call one day from an old college friend who said, “We’re ready to set up a retirement plan for our company. We want you to handle it.” The advisor asked why he was chosen to assist with this. The answer: “You stayed in front of me. When it was time to make a decision, you were the first name that came to mind.” The advisor had been politely persistent. 

Nov 2020

Working with centers of influence

I am the worst prospector in the world. I found it hard to ask social acquaintances for business. To get past my prospecting reluctance, I tried to do various things — cold calling, mailings to those who just got a mortgage, seminars about retirement, etc. An incident changed all of this.

Nov 2020

Seeing things from the prospect’s point of view leads to business

In sales training, we are often taught to treat objections as obstacles to overcome, but that’s not the only approach. Bryce Sanders shares his best practices and strategies for a better alternative! Read on to find out more.

Sep 2020

Slow & steady

The most successful advisors in this business have two common traits: high activity and high-quality relationships. This industry teaches us that success is a numbers game of finding enough people to talk to and work with. When I came into the business, I was taught Al Granum’s One Card System. While it was a solid approach for the first year or two, it was also incomplete. There was more to the story.

Aug 2020

Start with a planning framework

Gan highlights four simple modules to help clients better understand the financial planning process

Aug 2020

Getting referrals through virtual prospecting

Prospecting in traditional ways has been widely used by financial planners around the world. Prospects are getting resistant to these similar approaches, to the point where it is difficult to even get a prospect in for an appointment, especially high-net-worth prospects. Lim Yee Von illustrates a new way of prospecting that will not only get you appointments from your prospect easily, but also attract prospects to open up to your financial advice.

May 2020

Should you share personal items on Facebook?

Sometimes it seems like nothing is official until it has appeared on social media. Like if you want people to know about anything, you need to post about it on a popular platform like Facebook. But what should you be showing to your clients on your profile?