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Results: 10

Goal setting will never be the same again

Laura Xue-Fen Hoi, ChFC, AEPP

Jun 12, 2024

Goal setting will never be the same again

Are you tired of setting goals the same way year after year? Xue-Fen Hoi shares how incorporating the Whole Person concept into your goal-setting process can transform your life and lead to newfound happiness.  
  Tips to improve your financial services practice  [Ching Mee Fen]

Ching Mee Fen

Jan 27, 20235 min

Tips to improve your financial services practice

Ching Mee Fen from Malaysia shares tips on how financial advisors can improve their financial services practice.
Tips to switch from offline to online for effective client communication

Foong Eu-Jin; Ching Mee Fen; Michael Ong Chong Ghee

Oct 13, 20235 min

Tips to switch from offline to online for effective client communication

Elevating communication and servicing standards by leveraging today’s trends.

Liz DeCarlo

Nov 5, 20192 min

Q&A: Laura Xue-Fen Hoi

Hoi finds prospects are often searching online, so she makes sure she's one of their trusted sources.

Laura Xue-Fen Hoi, ChFC, AEPP; Tony Gordon

Nov 12, 202043 min

Courage to believe

Singapore member Laura Hoi interviews one of the industry greats, MDRT member Tony Gordon, who shares the secrets of his successful career.

Laura Xue-Fen Hoi, ChFC, AEPP

Aug 13, 201925 min

Proven marketing and client service strategies

Successful companies spend millions on ensuring excellent customer service. This is because they know it costs them a lot more to attract new customers than to retain existing customers. Hoi discusses how this concept applies to financial advisors. She will share how to keep clients happy and convert some to COIs and advocates through effective marketing strategies. She also shares ideas she has used to attract her ideal client profile.

Elizabeth Diffin

Nov 4, 20195 min

With age comes opportunity

Singapore's aging population reveals potential business for financial advisors.

Laura Xue-Fen Hoi, ChFC, AEPP

May 11, 20215 min

Embracing digital adoption

Finding success by using digital tools and keeping up with tech trends
Centers of gravity

Matt Alderton

Feb 23, 202214 min

Centers of gravity

Advisors share how reciprocal relationships with centers of influence can expand your network and grow your business.

Jade Simmons

Aug 26, 201924 min

Move like a maverick

Simmons presents an empowering lineup of uncommon mindset shifts and brave, new modes of operation designed to shift people from status quo huggers to empowered trailblazers in one fell swoop. Her presentation is perfect for members looking to motivate their people to new heights personally and bigger results professionally.