Nov 01 2023
Something coming up that I’m excited about in my practice
Even the most successful advisors continue to embrace change and create excitement for the future. In this episode, MDRT members share what they’re innovating and how these ideas will enhance their business.
By Aaron Kane, B Bus, AFA, Adam Thomas Rex, AIF, CFP
Topics Covered
You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:27—Developing adjustments for a new office
2:02—Creating marketing around a major milestone
3:12—Establishing a process to generate Google reviews from clients
4:46—Building Zoom rooms and investing in technology
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:27—Developing adjustments for a new office
2:02—Creating marketing around a major milestone
3:12—Establishing a process to generate Google reviews from clients
4:46—Building Zoom rooms and investing in technology
![The importance of empathy in prospecting [Stuart Shee, AFC, BBA]](https://www.mdrt.org/globalassets/digizuite/31574-en-singapore_mdrt-annual-meeting_the-gift-of-empathy-thumbnail.png?height=268&crop=0,0,268,268)
![What are the ABCs of becoming a family agent [Shalyn Lee, BSc, CIAM]](https://www.mdrt.org/globalassets/digizuite/31572-en-singapore_mdrt-annual-meeting_the-abcs-of-becoming-a-family-agent-thumbnail.png?height=268&crop=0,0,268,268)
![Building client loyalty through establishing a community [June Rong Rong Koh]](https://www.mdrt.org/globalassets/digizuite/31571-en-singapore_mdrt-annual-meeting_building-a-community--the-heart-of-client-loyalty-thumbnail.png?height=268&crop=0,0,268,268)
![Meeting halfway on a two-way street [Ruben Ranin]](https://www.mdrt.org/globalassets/digizuite/31540-en-ph_written-interviewmentorship_-meeting-halfway-on-a-two-way-street_-ruben-ranin-thumbnail.png?height=268&crop=0,0,268,268)
![New face-to-face strategies that financial advisors must consider in 2024 [Pauline Casingal]](https://www.mdrt.org/globalassets/digizuite/31534-en-ph_video-interview_new-face-to-face-strategies-that-financial-advisors-should-consider-in-2024_pauline-casingal-thumbnail.png?height=268&crop=0,0,268,268)
![Investing in your own growth [Huang Weiqi]](https://www.mdrt.org/globalassets/digizuite/31526-en-mdrt-sg_written-interview_huang-weiqi_nov-thumbnail.png?height=268&crop=0,0,268,268)
![Making every minute count [Daniel Heng]](https://www.mdrt.org/globalassets/digizuite/31523-en-mdrt-sg_written-interview_daniel-heng_nov_thumbnail.jpg?height=268&crop=0,0,268,268)
![Empowering clients with financial literacy for effective financial advising [Gabriel Fok]](https://www.mdrt.org/globalassets/digizuite/31527-en-mdrt-sg-written-interview_gabriel-fok-thumbnail.png?height=268&crop=0,0,268,268)
![Tailoring financial advice to clients of different demographics [Benjamin Ong]](https://www.mdrt.org/globalassets/digizuite/31408-en-29a69f34-d752-4316-896e-ddda1148062b.png?height=268&crop=0,0,268,268)