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Results: 84

Building client loyalty through establishing a community [June Rong Rong Koh]

June Rong Rong Koh

Dec 8, 2023

Building client loyalty through establishing a community

In today's digital landscape, client loyalty requires more than just rewards and marketing strategies. Dive into the realm of creating a unique brand and community with June Rong Rong Koh.
Generating referrals through exceptional client service

June Rong Rong Koh

Sep 15, 2023

Generating referrals through exceptional client service

June Koh from Singapore shares her best tips for creating exceptional client experiences through innovative projects that generate referrals organically. Additionally, discover how she leverages social media to expand her influence and enhance client engagement. 
Actionable tips for generating quality referrals

June Rong Rong Koh

Sep 15, 2023

Actionable tips for generating quality referrals

Learn how June Koh from Singapore builds a strong referral culture among her clients and generate referrals aligned with her ideal client profile, ensuring a perfect match every time. 
Building a community — The heart of client loyalty

June Rong Rong Koh

Jun 28, 2023

Building a community — The heart of client loyalty

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. 

 

Personal brand creation

June Rong Rong Koh; Kaplan Mobray; Rory Vaden; Xu Min Zhang

Mar 1, 20247 min

Personal brand creation

Being consistently known for something defines your value to clients.
Maintain lifelong learning and long-term relationships with clients

Michael DePilla

Jan 2, 20248 min

Maintain lifelong learning and long-term relationships with clients

12 tips about continuing ed and how personalizing your interaction with clients can help them make informed decisions.
Ask clients good questions, get involved and experience personal growth

Michael DePilla

Mar 1, 20247 min

Ask clients good questions, get involved and experience personal growth

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

Pearlyn Koh, ChFC

Aug 27, 20216 min

Improving productivity to meet your career 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.

Liz DeCarlo

Nov 4, 20194 min

Targeting high-net-worth prospects

Koh narrows her focus while increasing her success rate.

Pearlyn Koh, ChFC

Aug 14, 20203 min

Another advisor's mistake: True tale of life insurance in action

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