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1 - 10of 34

Results: 34

The 3 Rs to quickly build rapport

Jaslyn Ng CLU, ChFC/S

Aug 28, 2023

The 3 Rs to quickly build rapport

Develop relationships with even the most challenging prospects using this system, which is simple but does require practice. Ng helps you discover how you can internalize the 3 Rs to enhance not just prospecting but handle strongly opinionated clients as well.
Stay top of mind for clients while online image

Jaslyn Ng CLU, ChFC/S

Aug 30, 2024

Stay top of mind for clients while online

Ng shares strategies for cultivating a strong digital presence through effective social media engagement. She also shares how to develop a routine that enables you to create organic online content.

Janet N. Ng, FChFP, CEPP

Aug 29, 2018

Find your niche

Without specialization, advisors may find themselves spread too thin. In this session, Ng explains how she established her niche market and how she determined how to help this specific group.

Janet N. Ng, FChFP, CEPP

Aug 14, 2021

Don’t ask for referrals

One of the many challenges in the financial services profession is acquiring referrals. Ng shares subtle ways to generate referrals without asking for names.
Dec 6, 2017

Life-changing advice

Mentoring and advice from two Top of the Table qualifiers on work, life and leadership boosted business and improved the work-life balance for Janet Ng, from the Philippines. The timeless advice from her mentors can help financial advisors anywhere in the world.
Stay top of mind for clients while online and offline

Jaslyn Ng CLU, ChFC/S

Aug 30, 20246 min

Stay top of mind for clients while online and offline

Ng shares strategies for cultivating a strong digital presence through effective social media engagement, identifying your target audience and creating organic online content. She also explains how to enhance your offline visibility by creating memorable interpersonal interactions that help clients recognize and remember the congruence between the online and offline versions of you.

3 strategies for reaching Court of the Table

Kevin J. Murphey, M.Ed., RFC; Jaslyn Ng CLU, ChFC/S

Jan 3, 20236 min

3 strategies for reaching Court of the Table

Communication, organization and tenacity are strategies for reaching Court of the Table.

Antoinette Tuscano

Dec 20, 20178 min

Good mentors make profound impact

Janet Ng learns to track production, find a niche market and focus on work/life balance.
Helping millennial clients in Singapore understand the perils of not planning for retirement early [Kendrick Ng]

Kendrick Ng

Feb 20, 20234 min

Helping millennial clients in Singapore understand the perils of not planning for retirement early

Getting millennial clients or prospects to understand the benefits of planning for retirement early can be challenging. Read how Kendrick Ng from Singapore does it. 

 

Janet N. Ng, FChFP, CEPP

Apr 21, 20215 min

Lead from the front: Leading the team throughout many unknowns in the industry and society

As we continue on the pandemic, uncertain times persevere. “I tell my staff that what we’re doing is not short term. What we’re doing allows our clients to sleep at night knowing their policies are intact and will protect them. A lot of my clients have become good friends of mine. It’s become personal. They know I’m there to service their accounts until my last breath." Find out how you can lead your team through today’s many uncertainties from member Janet N. Ng, FChFP, CEPP.