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Author(s):

Arlyn Tiong Tan, MBA, FChFP

Arlyn Tiong Tan, MBA, FChFP

Arlyn Tiong Tan, MBA, FChFP
Arlyn Tiong Tan, MBA, FChFP
Sep 10, 2021

Effective goal setting for MDRT qualification

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.”
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