Aug 28 2023 / Annual Meeting
4 market upgrade strategies
Discover the strategies Zhang Luoning used to win over high-net-worth clients and scale up her case size by five times in just four years.
Topics Covered
![Elevating your financial advisory journey: how the right mentor can propel your success to new heights [Surabhi Chaudhary]](https://www.mdrt.org/globalassets/digizuite/32702-en-updated_-india_video-interview_surabhi-chaudhari-thumbnail.png?height=268&crop=0,0,268,268)
![Beyond finance: Individuals outside the financial profession every financial advisor should learn from [Nirmal Debnath]](https://www.mdrt.org/globalassets/digizuite/32634-en-india_written-interview_nirmal-debnath-thumbnail.jpeg?height=268&crop=0,0,268,268)
![How to tailor financial advice to fit the unique needs and goals of your clients [Merryl Baptista]](https://www.mdrt.org/globalassets/digizuite/32635-en-india_written-interview_merryl-baptista-thumbnail.jpeg?height=268&crop=0,0,268,268)
![Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover [Komal Atal]](https://www.mdrt.org/globalassets/digizuite/32632-en-india_written-interview_komal-attal-thumbnail.jpeg?height=268&crop=0,0,268,268)
![Enhancing your offline persona through cultivating an online presence: Tips and strategies [Khushboo Bajaja More]](https://www.mdrt.org/globalassets/digizuite/32630-en-india_written-interview_khushboo-bajaj-more-thumbnail.jpeg?height=268&crop=0,0,268,268)
![A former flight attendant's sky-high client servicing standards [Beth Daffodil Uy Tan]](https://www.mdrt.org/globalassets/digizuite/32577-en-ph-_video-interview_a-former-flight-attendant's-sky-high-client-servicing-standards_daffodil-tan-thumbnail.png?height=268&crop=0,0,268,268)
![Overcoming a financial advisor’s internal self-doubts [Cedrick Cruz]](https://www.mdrt.org/globalassets/digizuite/32509-en-ph_written-interview_-handling-a-financial-advisors-self-doubts-cedrick-cruz-thumbnail.jpg?height=268&crop=0,0,268,268)