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1 - 10of 182

Results: 182

Ways to increase your productivity at work

Michael Ong Chong Ghee

Aug 26, 2022

Ways to increase your productivity at work

Michael Ong shares how financial advisors can remain productive to be successful in all areas of their lives.

Sherry Lee Ong

Jun 27, 2017

Your lasting gift

Ong recommends taking a picture of clients when they sign the application for a policy to emphasize the importance of their decision and remind them of that if later on they no longer want to pay. Presented at the 2017 Annual Meeting.

Jerry Jin Chong Yeo, CFP, ChFC

Jul 13, 2018

Advising clients: Earn referrals when you earn trust

When you offer clients options for how to reach their goals, they become receptive to your advice and you gain their trust. In turn, clients will refer you to others.

Sherry Lee Ong

Sep 5, 2018

Your lasting gift

Ong recommends taking a picture of clients when they sign the application for a policy to emphasize the importance of their decision and remind them of that if later on they no longer want to pay.
Stop multitasking

Michael Ong Chong Ghee

Jan 3, 20235 min

Stop multitasking

Ong discovered that single tasking was the key to greater productivity, personally and professionally.
Tips to switch from offline to online for effective client communication

Foong Eu-Jin; Ching Mee Fen; Michael Ong Chong Ghee

Oct 13, 20235 min

Tips to switch from offline to online for effective client communication

Elevating communication and servicing standards by leveraging today’s trends.
Creating social media content that resonates with your target audience [Candice Ong]

Candice Ong

May 12, 20235 min

Creating social media content that resonates with your target audience

Creating high-quality, engaging content is the cornerstone of a successful social media strategy to attract more leads and grow your practice. Learn tips on how to create content that speaks to your audience from Candice Ong, an MDRT member from Singapore. 
Tailoring financial advice to clients of different demographics [Benjamin Ong]

Benjamin Ong

Nov 23, 20234 min

Tailoring financial advice to clients of different demographics

Should financial advisors communicate differently with Baby Boomers, Gen-Z and Millennial clients? Find out how two year-MDRT member from Singapore Benjamin Ong does it.  
Single-tasking is key to greater productivity

Tanichka Achan

Jul 26, 20224 min

Single-tasking is key to greater productivity

According to scientific research, the human brain is not made for multi-tasking. Instead, single-tasking may be the key to be more productive as a financial advisor professionally and personally.

MDRT Bylaws and Ethics Committee

Feb 18, 20206 min

Do you take the application when you know the client is lying?

Ethical dilemmas aren't always big events; sometimes they come from just one small request.