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1 - 10of 12

Results: 12

Navigating language barriers and bridging communication gaps with clients from diverse cultures in India [Raminder Singh Chadha]

Raminder Singh Chadha

Oct 31, 2023

Navigating language barriers and bridging communication gaps with clients from diverse cultures in India

MDRT member Raminder Singh Chadha from Mumbai, India, talks about how he navigates language barriers and bridges communication gaps with clients from diverse cultures in India by simplifying communication, utilizing visual aids, and adapting the approach based on cultural context.
The role of CRM in insurance today [Priti Chadha]

Priti Chadha

Aug 25, 2023

The role of CRM in insurance today

MDRT Member Priti Chadha from India talks about how digitalization enhances customer relationships, streamlines processes, and enables targeted marketing for increased efficiency and better client experiences.
Embrace curiosity to reimagine what is possible

Paramjit Singh Sarai 

Oct 13, 2023

Embrace curiosity to reimagine what is possible

Singh reflects on where he came from and where he’s been while sharing the key factors and beliefs he’s used to grow a successful business. Learn how these ideas can help you chart your own success story in the years ahead.

Karl Hartey; Harpreet Singh Atwal, Dip FA, BSc (Hons)

Mar 6, 2018

How to boost your happiness by restarting your business

Do you continue to run a business that’s making you unhappy or do you close or sell your office and re-invent your business? Two members put their happiness first, restarted their financial services practice and found they created a better business because of it.
How to get clients to think and talk about retirement image

Harpreet Singh Atwal, Dip FA, BSc (Hons); Richard Jones, CFP; Brent R. Kimball, CFP, ChFC; Michaela Scott, CFP, MSFS

Sep 1, 2017

How to get clients to think and talk about retirement

For many, retirement is easier said than done, with a lot of uncertainty about what to do and how much it will cost. In this episode, MDRT members discuss how they address the financial challenges of retirement with clients while helping them understand the questions that they should ask themselves.

Advising clients to have a financial safety net prepare for unforeseen events

Priti Chadha; Raminder Singh Chadha

Mar 14, 20245 min

Advising clients to have a financial safety net prepare for unforeseen events

In the complex landscape of financial stability, two seasoned MDRT members, Priti Chadha and Raminder Singh Chadha, shed light on the integral role financial advisors play in constructing a robust safety net for individuals and families. They advocate for a meticulous assessment of these factors to create a solid financial plan tailored to individual needs, ensuring optimal returns and financial security. 

Harcharanjit Kaur Manjit Singh

Nov 3, 20217 min

Motivation for MDRT Membership

Harcharanjit Kaur, a four-year MDRT member with one-year of the Court of the Table award, is a mother, wife and daughter. Juggling multiple roles, she shares with us her motivation for working smart and hard towards achieving MDRT every year.

Elizabeth Diffin

Sep 4, 20185 min

Resurgence in the islands

Opportunities are as plentiful as sunshine in the Caribbean.

Harpreet Singh Atwal, Dip FA, BSc (Hons); Richard Jones, CFP; Brent R. Kimball, CFP, ChFC; Michaela Scott, CFP, MSFS

Nov 21, 201910 min

What advisors wish they knew sooner

Have you always helped clients as much as possible? When did you realize how communication impacts the service you provide and the information you gather? In this episode, MDRT members share changes they have made in their practice from lessons that, if possible, they would have learned earlier.

You’ll hear from:
Harpreet Atwal
Rick Jones, CFP
Brent Kimball, ChFC, CFP
Michaela Scott, CFP, RICP

Episode breakdown:
0:26 – The expenses of divorce
1:13 – Adjusting your approach to help clients prevent problems
2:29 – Are you being as comprehensive as you can?
4:47 – Learning to ask more questions
5:43 – Let the clients provide the answers
6:24 – Make sure to relax
Help wanted

Wade A. Baldwin, CFP; Douglas John Bennett, Dip PFS; Simon John Gibson, Dip PFS; Librada Gonzalez; Yuka Nakahara-Goven, MBA, CLU; Mark D. Olson, CFP, MSFS; Gail Singh; Jason L. Smith; Erika Silva Velasco

Mar 9, 202312 min

Help wanted

Advisors struggle to hire but are adjusting to meet the challenge.