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Financial planners worldwide face similar challenges. Top financial advisors from Asia discuss the challenges of guiding clients through retirement planning.

In many parts of the world, people can buy life insurance online or through banks. Several top advisors with clients throughout Asia discuss how to succeed in today’s environment.

To encourage clients to think about end-of-life decisions, advisors need to have gone through the process themselves. Successful funeral director Angjolie Mei explains legacy planning for advisors, and why it's something you need to complete.

Huang increases productivity by grouping almost everything.

Hsiao sees the pandemic prompting clients to reconsider priorities and the role of life insurance.

You probably aren’t anticipating that clients will go out of their way to make sure that you are properly compensated. In this episode recorded before the pandemic, MDRT members share times when they have been taken aback by gratitude from clients.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:36 – When clients insist to pay even when you’ve offered them a free meeting
2:14 – Making a priority of clients who are invested in you
4:50 – The surprise of clients being concerned about your finances
7:48 – Receiving unexpected praise and engagement from new clients
9:54 – The importance of aligning your fees with the value you deliver
10:43 – The impact of video testimonials from appreciative clients

Kuan finds the way to allay clients’ hesitancy to refer.