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1 - 10of 56

Results: 56

Helping clients understand the public pension system (i.e., CPF) in Singapore and its importance [Jake Lim]

Jake Lim Wei Lun, AEPP

Apr 27, 2023

Helping clients understand the public pension system (i.e., CPF) in Singapore and its importance

While Singapore's public pension system (i.e., CPF) is a critical component of the country's social safety net, not all citizens fully comprehend its value or significance. Jake Lim, a five-year MDRT member from Singapore, shares his best tips on how you can help your clients better understand CPF and its vital role in securing their financial future.
How to anticipate your client’s needs [MDRT Member Daniel Lim]

Lim Shui Yuan, Daniel

Mar 23, 2023

How to anticipate your client’s needs

From asking the right questions to understanding your prospects’ current and future needs, and creating a comfortable environment for candid conversation, learn tips on how to nail your next prospecting meeting from Daniel Lim, a four-year MDRT member from Singapore.
Importance of follow-ups for case closure

Yismin Lim

Aug 31, 2022

Importance of follow-ups for case closure

As everyone continues to move toward a digital working environment, Lim addresses the importance of conducting proper follow-ups during the planning process when face-to-face meetings are not possible.
Driving success in your organization by understanding givers and takers

Lim Yee Von

Jun 28, 2023

Driving success in your organization by understanding givers and takers

Lim Yee Von from Malaysia shares how being a giver and taker can help financial advisors add value to the lives of their clients and close their desired sales 
The best prospecting strategy for success

Thomas F. Levasseur, CLU, MS Ed.; Jake Lim Wei Lun, AEPP

Jul 1, 20235 min

The best prospecting strategy for success

How can I help you is the best script for prospecting.
12 ideas for deeper gifting, client engagement and budgeting habits

Michael DePilla

May 1, 20257 min

12 ideas for deeper gifting, client engagement and budgeting habits

Tips for good communication, setting work boundaries and a different way for seeking referrals.

Managing generational wealth for high-net-worth clients [Xavier Lim]

Xavier Lim

Apr 23, 20254 min

Managing generational wealth for high-net-worth clients

As high-net-worth families in Singapore focus on preserving wealth and instilling core values, Xavier Lim helps his clients navigate complex challenges to ensure a smooth generational wealth transfer.

Lim Ren En

Aug 9, 20196 min

Making your client relationship “Foodielicious”

Lim Ren En shares a practical way to build stronger client relationships through the art of giving food.

Lim Lusiana

Nov 12, 202038 min

Once you master this wisdom, you will clear any goals beyond Top of the Table

Do your prospects and clients see you as a professional? Learn how to become the kind of advisor who is treated as a valuable asset in this presentation by Lusiana Lim.

Lim Ren En

Jun 3, 20204 min

Bust through a career bottleneck by segmenting clients

When you hit a career plateau, how do you move to the next level? Court of the Table qualifier Lim Ren En, of Malaysia, shares in this short video what works for him.