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1 - 9of 9

Results: 9

The importance of continuous client care [Karyl Phua]

Karyl Phua

Oct 10, 20246 min

The importance of continuous client care

Trust and loyalty are essential building blocks to foster good relationships with clients. Find out how Karyl Phua does it with regular client communication. 

What you should do to avoid policy cancellations

Karyl Phua; Nicholas Ho

Jan 19, 20245 min

What you should do to avoid policy cancellations

Challenges arise when clients express a desire to cancel their insurance policies, but in these situations, it becomes paramount for financial advisors to navigate cancellations with keen insight 
Why every young financial advisor needs a mentor

Melinda Woo

Dec 14, 20223 min

Why every young financial advisor needs a mentor

Having a good mentor is integral to the career of a financial advisor. Karyl Phua from Singapore shares how she identifies a great mentor.
Using body language to your advantage when speaking to prospects

Karyl Phua; Dickson Soh

Nov 10, 20224 min

Using body language to your advantage when speaking to prospects

Effective communication comprises more than just the right words and tone. Find out how you can leverage non-verbal cues or the body language of your prospects in your next client meeting.
Communicating effectively during virtual meetings with your clients

Karyl Phua; Geraldin Yap

Jan 12, 20246 min

Communicating effectively during virtual meetings with your clients

Learn how you can plug any communication gaps when you meet your clients online and discover simple strategies to keep them engaged over the screens.
Prospecting mistakes to avoid to propel your business forward

Huang Weiqi; Jesvin Kaur; Lim Shui Yuan, Daniel; Karyl Phua

Nov 17, 20236 min

Prospecting mistakes to avoid to propel your business forward

Three important things to avoid during prospecting to serve more clients.
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.
How to stay ahead of the curve in 2023

Audrey Heng; Melinda Woo

Jan 27, 20234 min

How to stay ahead of the curve in 2023

As we start the new year, find out how MDRT members from Singapore are gearing up to meet their goals for the year ahead. Learn tips on setting meaningful goals, getting more referrals and more to propel your practice to new heights.  
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.