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1 - 10of 68

Results: 68

A former flight attendant's sky-high client servicing standards [Beth Daffodil Uy Tan]

Beth Daffodil Uy Tan

Apr 12, 2024

A former flight attendant's sky-high client servicing standards

Beth Daffodil Uy Tan, a four-year MDRT member from Manila, Philippines, shares how her skills as a flight attendant have benefited her as a financial advisor. 
How to navigate Malaysian culture for financial planning [MDRT Member Cindy Tan]

Cindy Tan Sheu Chen

Jun 23, 2023

How to navigate Malaysian culture for financial planning

Cindy Tan Sheu Chen, a 13-year MDRT member from Malaysia, shares how she carefully develops financial plans that best fit her clients from different cultural backgrounds.
Approaches to stay relevant in the profession throughout the years

Tan Kim Fang

Jul 4, 2024

Approaches to stay relevant in the profession throughout the years

Tan Kim Fang, a 13-year MDRT member from Malaysia, shares how continuously improving herself and leveraging her expertise to financially protect those around her has helped her stay relevant.
Fitness and finance

Shermaine Tan

Sep 1, 20234 min

Fitness and finance

Tan uses her personal trainer experience to benefit clients’ physical and financial well-being.
Making your personal brand reflect your authentic self

Audrey Heng

Jan 20, 20233 min

Making your personal brand reflect your authentic self

Building your personal brand takes time, commitment and consistency but it is crucial for gaining a competitive edge. Shermaine Tan, a one-year MDRT member from Singapore, shares key tips on how to build a strong and memorable personal brand identity by highlighting the qualities you have while defining what makes you different. 
Demystifying Gen Zs: How to meet the needs of this generation

Audrey Heng

Sep 19, 20235 min

Demystifying Gen Zs: How to meet the needs of this generation

The financial landscape is in constant flux, shaped by the unique needs and perspectives of each generation. Find out what matters most to Gen Z and explore strategies used by fellow MDRT members in Singapore to connect with them and meet their financial needs. 
What financial advisors need to know about creating a brand identity and its benefits

Melinda Woo

Dec 14, 20223 min

What financial advisors need to know about creating a brand identity and its benefits

Creating a brand identity is integral to brand recall and recognition. Find out how you can benefit from having a strong brand identity as a financial advisor.
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.  

Cristine T. Tan, LUTCF

Sep 9, 20197 min

The heart of selling

People respond most strongly to questions that stir emotions. Tan explains the questions that help her drive feeling and understanding in clients.

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.