+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 10of 40

Results: 40

Wu Shuk Ping Joyce, BA (Hons), FChFP

Feb 14, 2018

Scheduling consistent success

Find out how an activity management system leads Joyce Wu to qualify for MDRT every year.
From first responder to financial planner

Joyce Chan

Jan 1, 20255 min

From first responder to financial planner

Chan reflects on how to overcome prospecting reluctance and attain the Whole Person balance.

Joyce Chan

Aug 13, 20216 min

Powering your business through passive referrals

Do you make passive prospecting a part of your practice? As a three-year MDRT member with one-year Court of the Table award, Joyce Chan, AFC, shares her tips on getting successful passive referrals.

Muneerah Bee

Aug 24, 20214 min

Getting referrals as a by-product of genuine connections

Joyce Chan from Singapore naturally attracts clients who align with her values. She shares the significance of being your authentic self with existing and potential clients alike.
Leveraging AI as a financial advisor

Joyce Chan; Chen Hongyu

Nov 26, 20244 min

Leveraging AI as a financial advisor

Financial advisors are discovering new ways to leverage the power of AI. From generating content to refining policy recommendations, find out how MDRT members from Singapore maximize their productivity with AI.

Create your artwork

Joyce Chan; Gregory B. Gagne, ChFC; Aurora L. Tancock, CFP, FLMI

May 1, 20255 min

Create your artwork

Travel hacks, speaker frame and see what they're saying.

Misunderstood market

Joyce Chan; Scott Alfred Grant, CLU, QAFP; Robert J. Hack; Piyachat Masuwan; Timothy W. Murphrey, CFP, J.D.; Bobby James Ning, CFP, BA; Bharat Vadilal Parekh; Phua Xin Hui; Audrey Adeline Yap Mui Ling

Nov 1, 20237 min

Misunderstood market

Advisors with HNW client experience pull back the curtain to debunk myths and uncover helpful truths.
Simplify taxable options and dress for success

Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner-Citoli; Robert J. Hack; Joyce Chan

Sep 1, 20234 min

Simplify taxable options and dress for success

Simplify the three types of taxable investments and dress to make your clients comfortable.
When a good idea sticks

Risha Baddaloo, BSc, LUTCF; Joyce Chan; Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Alessandro M. Forte, FCII, CFP; Simon John Gibson, Dip PFS; Sarah Helen Hogan, ACII; Anant Jain, CFP, MBA; Miliana Marten, AEPP; Seema Nair; Manuel Antonio Paderanga ; Karyl Phua

Mar 1, 202411 min

When a good idea sticks

Temporary fixes that yielded so much benefit, they became habits.

Samuel Lee

Mar 29, 20224 min

Establishing your presence on social media to get passive referrals

Social media is increasingly becoming a daily part of our lives, and some financial advisors are incorporating such platforms into their practice. Here are some tips on how you can build your brand and relationships on social media to get passive referrals.