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While the pandemic caused many challenges for our businesses, we must remain empathetic to our clients’ needs while also maintaining a standard of efficiency for our teams. Tan explains how internal motivation, mental wellness, productivity and improved client relationships result from balancing efficiency and empathy.

Before presenting the values of financial planning, it is imperative to understand the client's personal values and priorities. Some individuals place great value on business succession, some on parent-child relationships, and others on charity involvement. Tan discusses how, to build rapport and break barriers, advisors are better off sharing the value of their services based on what is important to the client rather than enumerating all their capabilities. Through this technique, the client is able to share more stories and insights, which makes fact-finding easier.

Arlyn Tan, a strategic wealth management advisor and Qualifying & Life MDRT member, shares her perspectives on how financial advisors can best approach qualitative and quantitative goal setting in their careers, including MDRT qualification. “Consider these three things: Understand your Why, know the benefits, and plan how you will achieve your goals.”

Tan shares tips for helping entrepreneurs identify risks logically and mitigate them systematically.

Tan shares tips for helping entrepreneurs identify risks logically and mitigate them systematically.

Nine risk factors that can disrupt a business and how advisors can provide clients with risk management perspective.

Tan shares tips for helping entrepreneurs identify risks logically and mitigate them systematically.