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Results: 6

Ravi P. Rajpal

Jun 12, 2024

Annual reviews that lead to loyalty and long-term investments

Learn the art of asking questions during annual reviews that will leave clients impressed by your empathy and focus on solutions. Rajpal explains how your approach during this meeting is a crucial step in creating trust, driving referrals and securing the long-term success of your client relationship.  

Top 3 ways clients can become your advocates

Ravi P. Rajpal

Jun 29, 2022

Top 3 ways clients can become your advocates

Networking and giving back go hand in hand to foster client relationships and acquire referrals. In this session, Rajpal shares his approach to gaining prospects’ trust and ways he excites clients into properly managing their finances — which leads to more recommendations.

Ravi P. Rajpal

Aug 13, 201927 min

The 5 methods of fact-finding

Rajpal explores the five methods of fact-finding: asset vs. liability, financial pyramid, human life value, milestones and standard of living.
Go for the gold

Thian Lung Jong; R.J. Kelly, AEP, MSFS; Pearlyn Koh, ChFC; Janette Tan Lee; Angela Oddo, MBA, Bsc(Hons); Hyoun Pio Park; Lam Pui Ka; Ravi P. Rajpal

Jul 1, 202313 min

Go for the gold

Small, repeatable habits can lead to great achievements.
How to turn clients into advocates

Ravi P. Rajpal

Jan 3, 20234 min

How to turn clients into advocates

Rajpal found that recommending clients to each other generated referrals for his services.

Ravi P. Rajpal

Aug 25, 201921 min

Barriers and goals

We all are aware of the best practices and we have the best of intentions to accomplish these practices. However, circumstances, barriers and boundaries can limit us from putting these practices into action. This session will empower you with tools and techniques to overcome the circumstances, barriers and boundaries which stop you from doing what you said by the time you said you would do it. You will be able to bring into existence the habits you have declared to achieve your personal and professional goals. With these tools, you will be able to invent new possibilities to accelerate your business to reach newfound heights.