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One of the many challenges in the financial services profession is acquiring referrals. Ng shares subtle ways to generate referrals without asking for names.

Without specialization, advisors may find themselves spread too thin. In this session, Ng explains how she established her niche market and how she determined how to help this specific group.

As we continue on the pandemic, uncertain times persevere. “I tell my staff that what we’re doing is not short term. What we’re doing allows our clients to sleep at night knowing their policies are intact and will protect them. A lot of my clients have become good friends of mine. It’s become personal. They know I’m there to service their accounts until my last breath." Find out how you can lead your team through today’s many uncertainties from member Janet N. Ng, FChFP, CEPP.

One of the many challenges in the financial services profession is acquiring referrals. Ng shares subtle ways to generate referrals without asking for names.

Without specialization, advisors may find themselves spread too thin. Ng explains how she established her niche market and how she determined how to help this specific group.