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1 - 10of 726

Results: 726

3 ways to balance empathy and efficiency in the new normal

Arlyn Tiong Tan, MBA, FChFP

Aug 31, 2022

3 ways to balance empathy and efficiency in the new normal

While the pandemic caused many challenges for our businesses, we must remain empathetic to our clients’ needs while also maintaining a standard of efficiency for our teams. Tan explains how internal motivation, mental wellness, productivity and improved client relationships result from balancing efficiency and empathy.

Arlyn Tiong Tan, MBA, FChFP

Sep 25, 2017

Spot golden opportunities from objections

Before presenting the values of financial planning, it is imperative to understand the client's personal values and priorities. Some individuals place great value on business succession, some on parent-child relationships, and others on charity involvement. Tan discusses how, to build rapport and break barriers, advisors are better off sharing the value of their services based on what is important to the client rather than enumerating all their capabilities. Through this technique, the client is able to share more stories and insights, which makes fact-finding easier.
12 ideas to get motivated, create effective social media and deliver client service

Lee Hang Pui Wilkins; Mathew Ross Page; Ysabel Victoria Obediencia Benitez; Rajesh Chheda, ACA, CFP; Sheila Tan Bin Ann, ChFC, FChFP; Jose Victor Vuilleumier Valdez, LUTCF, FSCP; Adrian George, CFP, TEP; Somsap Dechburiram; Arianne Francheska Sanchez Moya; Kaplan Mobray; Cynthia Nallely Rodriguez Barbosa ; Naoki Masuda

Nov 1, 20227 min

12 ideas to get motivated, create effective social media and deliver client service

12 ideas to get motivated, create effective social media and deliver client service.
Encourage passive referrals from existing clients

Audrey Heng

Aug 2, 20225 min

Encourage passive referrals from existing clients

Referrals are one of the most effective and efficient ways to build your client base. Sheila Tan, an MDRT member from Singapore, shares tips on how to successfully set yourself up for referrals from existing clients.

Arlyn Tiong Tan, MBA, FChFP

Aug 4, 20206 min

Rewards of risk management

Tan shares tips for helping entrepreneurs identify risks logically and mitigate them systematically.

Arlyn Tiong Tan, MBA, FChFP

Oct 6, 20207 min

Rewards of risk management

Tan shares tips for helping entrepreneurs identify risks logically and mitigate them systematically.

Arlyn Tiong Tan, MBA, FChFP

Sep 10, 20215 min

Effective goal setting for MDRT qualification

Arlyn Tan, a strategic wealth management advisor and Qualifying & Life MDRT member, shares her perspectives on how financial advisors can best approach qualitative and quantitative goal setting in their careers, including MDRT qualification. “Consider these three things: Understand your Why, know the benefits, and plan how you will achieve your goals.”

Arlyn Tiong Tan, MBA, FChFP

Sep 3, 20204 min

Rewards of risk management

Tan shares tips for helping entrepreneurs identify risks logically and mitigate them systematically.
Achieving MDRT Life membership

Joseph Tan, ChFC, CLU

Dec 12, 201915 min

Achieving MDRT Life membership

Joseph Tan of Singapore shares how MDRT's Whole Person concept can help you maintain MDRT productivity for life.
Risk management in a change-is-constant world

Arlyn Tiong Tan, MBA, FChFP

Apr 21, 20223 min

Risk management in a change-is-constant world

Nine risk factors that can disrupt a business and how advisors can provide clients with risk management perspective.