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To stay attuned to the ever-evolving needs and expectations of your clients, Huang Weiqi from Singapore shares her strategies for improving her practice and becoming the best version of herself.

Three important things to avoid during prospecting to serve more clients.

Huang increases productivity by grouping almost everything.

The core of a financial services practice is people, therefore, staff management plays an important role in running a business in this industry. Huang, who transformed herself from an individual producer to an influential corporation’s CEO, believes that hiring, training and retaining staff are three of the most important elements for success. In this session, she will explain how she manages a team of 100 employees all over the globe. She will discuss the reasons and procedures to hire staff, how to train staff professionally and tips to retain employees with experience. She will also stress the policies necessary to maintain effective communication, encourage all opinions and build positive working relationships.

The core of a financial services practice is people, therefore, staff management plays an important role in running a business in this industry. Huang, who transformed herself from an individual producer to an influential corporation’s CEO, believes that hiring, training and retaining staff are three of the most important elements for success. In this session, she will explain how she manages a team of 100 employees all over the globe. She will discuss the reasons and procedures to hire staff, how to train staff professionally and tips to retain employees with experience. She will also stress the policies necessary to maintain effective communication, encourage all opinions and build positive working relationships.

Advisors in Taiwan build on a culture that knows the importance of insurance.

The core of a financial services practice is people, therefore, staff management plays an important role in running a business in this industry. Huang, who transformed herself from an individual producer to an influential corporation’s CEO, believes that hiring, training and retaining staff are three of the most important elements for success. In this session, she will explain how she manages a team of 100 employees all over the globe. She will discuss the reasons and procedures to hire staff, how to train staff professionally and tips to retain employees with experience. She will also stress the policies necessary to maintain effective communication, encourage all opinions and build positive working relationships.

Sometimes, being an advisor can be a tough, emotionally draining pursuit.