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It's not just about asking for referrals; it's about equipping your clients with the tools they need to shout your name from the digital rooftops! Winata explains how social media can help you do just that by using engaging video content, fun polls and compelling daily stories to create a buzz. 

Glen Dasig, a six-time MDRT member and certified investment advisor from Parañaque, Philippines, shares his insights on starting conversations with clients with different priorities in life and building long-term relationships. “It is crucial that financial advisors understand one thing when meeting prospects. We must all prepare and do our research about our prospects. When used in conjunction with the preparation you have done, conversation starters will make up for an effective discussion with the client. I make time to prepare, do background study on my prospects, and even practice my conversation points with my manager before meeting my client. This step cannot be a shortcut, and it also shows the respect we give to our clients,” Dasig said.

Here are creative ideas to help you find new clients — then inspire them to act to secure their financial future.

Belief is the key to success, MDRT member Glen Wong says. Find out how to adjust your beliefs and break through self-imposed limitations.

Belief is the key to success, Wong says. Find out how to adjust your beliefs and break through self-imposed limitations.

In this session, Winata describes how he approaches the topic of insurance to his fellow millennials, a generation that tends to shy away from talking about illness. He will explain how he helps them to understand that insurance can be a very supportive tool to accomplishing their dreams.

Using WhatsApp to communicate with clients and prospects.

Wong says monitoring self-talk was his best technique for rising above adversity.