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1 - 6of 6

Results: 6

Experiences that have enhanced how I see the power of insurance image

Joseph Tan, ChFC, CLU; Abigail Venida-Yabot

Apr 8, 2025

Experiences that have enhanced how I see the power of insurance

Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit.

How I ensure that clients understand their finances

Joseph Tan, ChFC, CLU; Abigail Venida-Yabot

Feb 1, 2024

How I ensure that clients understand their finances

What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT members share communication techniques that help keep everyone on the same page and prevent confusion or frustration on either side.
Using the power of unselling to finance education and retirement

Joseph Tan, ChFC, CLU; Abigail Venida-Yabot

Aug 1, 2023

Using the power of unselling to finance education and retirement

How do you understand clients’ needs so that they see you as someone who can help them, rather than someone who is selling to them? In this episode, MDRT members explain how they establish these strong connections that can unlock the effective technique of “unselling.”
How I match my fact-finding to my target market

Joseph Tan, ChFC, CLU; Abigail Venida-Yabot

Apr 3, 2023

How I match my fact-finding to my target market

How do you gather information from prospects and clients in a way that showcases your own expertise? Should you do advance research? In this episode, MDRT members share their best practices for generating the trust that leads their specific clientele to open up.
Achieving MDRT Life membership

Joseph Tan, ChFC, CLU

Dec 12, 201915 min

Achieving MDRT Life membership

Joseph Tan of Singapore shares how MDRT's Whole Person concept can help you maintain MDRT productivity for life.
How to go from MDRT to Court of the Table by delegating

Joseph Tan, ChFC, CLU

Jun 12, 20246 min

How to go from MDRT to Court of the Table by delegating

Elevating your performance doesn’t have to mean working harder or closing bigger cases. Tan explains how a gentler trajectory, driven by delegating tasks to paraplanners and staff as well as the Whole Person concept, can be just as effective while also prioritizing longevity and balance.