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Results: 986

Bring clarity by explaining complicated topics

Brian H. Ashe, CLU; Chee Hong Gan, ChFC, CLU; James E. Rogers, CLU, CFP; Jeremy Mark Wellington, Dip PFS, Dip CII

Aug 28, 2023

Bring clarity by explaining complicated topics

Clients who are bored or confused, aren’t likely to buy. In providing an outstanding client experience, it’s more than how much you know; it’s how you say it. Just as it’s difficult to understand a doctor’s diagnosis and follow their treatment plan for you if they use a lot of jargon, clients also will struggle to follow your advice if you overwhelm them with jargon. Watch this video to understand how you can more effectively talk with your clients.
Align with clients quicker: Understand how they react in difficult times

Chee Hong Gan, ChFC, CLU

Oct 18, 2023

Align with clients quicker: Understand how they react in difficult times

Half the fact-finding work is done for you when you understand how clients react and what values guide them during difficult times. When we understand that, we can more quickly align with clients.

Chee Hong Gan, ChFC, CLU; Brian D. Heckert, CLU, ChFC; Hidenori Miki, TLC; Hyoun Pio Park

Dec 27, 2018

How members globally use technology

Technology is changing the world. Members from Singapore, Japan and Korea discuss how it’s changing their practice – from how they communicate with clients to how applications are done.
Simple talk

Brian H. Ashe, CLU; Jeremy Mark Wellington, Dip PFS, Dip CII; Chee Hong Gan, ChFC, CLU; James E. Rogers, CLU, CFP

Nov 1, 20235 min

Simple talk

Explain complex topics with clarity while keeping a client’s individuality in mind.
Unlock continuous improvement by tweaking your process

Chee Hong Gan, ChFC, CLU; Brad Isaac, GDFP; Jonathan Peter Kestle, CLU, B Com; Terri E. Krueger, ChFC; Meredith Gail Langus, FSCP, LUTCF; Mark D. Olson, CFP, MSFS

May 1, 20247 min

Unlock continuous improvement by tweaking your process

Advisors improve their processes with insight from their staff.

Chee Hong Gan, ChFC, CLU

Sep 4, 20205 min

Start with a planning framework

Gan highlights four simple modules to help clients better understand the financial planning process.

Chee Hong Gan, ChFC, CLU

Oct 6, 20205 min

Start with a planning framework

Gan highlights four simple modules to help clients better understand the financial planning process.

Chee Hong Gan, ChFC, CLU

Sep 1, 20204 min

Start with a planning framework

Gan highlights four simple modules to help clients better understand the financial planning process.
Key strategies to ask purpose-driven questions

Chee Hong Gan, ChFC, CLU

Dec 20, 20225 min

Key strategies to ask purpose-driven questions

Asking purpose-driven questions is key to discovering your clients’ unique needs and wants while building trust. MDRT member from Singapore Vincent Gan shares his best strategies to craft the right questions and deliver them in the right manner to nurture quality advisor-client relationships.

Matt Pais

Aug 22, 201710 min

Combating money laundering

Advisors face increased compliance mandates to follow the money trail.