Search

Offering rewards and marketing strategies are no longer enough to stand out and establish client loyalty in this digital world. Building a distinct brand community attracts emotionally invested clients, passive referrals and walk-in prospects from anywhere. June Rong Rong Koh shares the ABCs of discovering and establishing your own community. 

 

Being consistently known for something defines your value to clients.

12 tips about continuing ed and how personalizing your interaction with clients can help them make informed decisions.

11 ways to impress clients, create memorable meetings and achieve your goals.

Seventeen-year MDRT member Pearlyn Koh, ChFC, shares why it is important for financial advisors to improve their productivity and how it has helped her achieve some major career goals.

Koh narrows her focus while increasing her success rate.

I had to track down a widow before her money went unclaimed.