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1 - 5of 5

Results: 5

How to discuss retirement planning with clients

Haslin Binti Hasan

Jan 2, 20235 min

How to discuss retirement planning with clients

Most people see retirement as a time of relaxation and enjoyment, and having the freedom to do whatever they like. However, the reality of retirement may not be as expected. Haslin Binti Hasan shares how she talks to clients about retirement planning.
How to communicate effectively with your clients

Ryan Lau Le An

Jan 2, 20234 min

How to communicate effectively with your clients

Being a good communicator may come naturally to some people, but it is also something that can be learned. Ryan Lau Le An shares how we can communicate effectively with clients.
Tips for financial advisors on how to read their client’s body language

Lim Meow Lih

Nov 24, 20224 min

Tips for financial advisors on how to read their client’s body language

Learning how to read our client’s body language can help us connect better and work effectively with them. Lim Meow Lih shares how we can interpret our client’s body language.
Spotting mistakes millennials make when it comes to financial planning

Woei Sean Tong

Nov 9, 20224 min

Spotting mistakes millennials make when it comes to financial planning

Some of the mistakes clients make that affect their financial security could have been easily avoided with the right knowledge and guidance. Tong Woei Sean, a seven-year MDRT member from Malaysia with two Court of the Table qualifications, shares the common mistakes that millennials make during financial planning and how he helps to correct them.
Most common objections from clients and how to master them

Lily Wong

Sep 20, 20224 min

Most common objections from clients and how to master them

Lily Wong from Malaysia shares the most common objections financial advisors may encounter based on her experience, and how to overcome them.