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1 - 10of 23

Results: 23

Engaging with clients through personal experiences as a financial advisor [Tammy Chen]

Tammy Chen

Sep 4, 2023

Engaging with clients through personal experiences as a financial advisor

After an ordeal with breast cancer, Tammy Chen, a one-year MDRT member from Singapore, tells us how she encourages clients to take up health insurance policies by sharing her personal experiences.

Liz DeCarlo

Apr 29, 2017

Pu Chen describes the regulatory environment in China

Q&A with Pu Chen
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.
Time management tips to maximize your day and your week

Eunice Chen

Aug 28, 2023

Time management tips to maximize your day and your week

The MDRT Whole Person concept requires a successful and deliberate balancing of your time. By bringing strategy to each day — and each component of the week — you can, Chen says, achieve the structure and stability needed for short- and long-term success.
3 immediate steps a financial advisor should take for clients who lost their jobs

Melinda Woo

Aug 10, 20234 min

3 immediate steps a financial advisor should take for clients who lost their jobs

A period of unemployment can be disruptive to one’s financial planning and goals. What can financial advisors in Singapore do to help their client tide through this challenging time?
Building a financial roadmap for clients [Chen Hongyu]

Chen Hongyu

Nov 26, 20245 min

Building a financial roadmap for clients

Every client requires unique strategies to help them reach their financial goals. Learn how three-year MDRT member Chen Hongyu does it with a financial roadmap. 

Elizabeth Diffin

Jul 27, 20185 min

Growth opportunities in Indonesia

A burgeoning population and young people in need of coverage make this country fertile ground for advisors.

Xiao Chen; Chad Demarre; Maria Josefa Garcia; Stacy L. Kahan, CLU, RFC

Nov 2, 202016 min

My hidden talent and why it helps my business

If you’re a great salsa dancer or experienced singer, can that benefit your practice? In this episode, MDRT members share how their personal, potentially unrelated skills have crossed over to become professional assets.

You’ll hear from:
Xiao Chen
Chad Demarre
Maria Josefa Garcia
Stacy L. Kahan, CLU, RFC

Episode breakdown:
0:35 – Connecting with clients through dancing and food
2:15 – Singing for clients after appearing on the Chinese version of “American Idol”
5:18 – Utilizing a knack for being very persistent
9:03 – The talent of being able to read people well

Xiao Chen; Chad Demarre; Maria Josefa Garcia; Stacy L. Kahan, CLU, RFC

Feb 28, 202211 min

A client experience when I didn't know what to do

What do you say if a client complains? Or if you need to help clients understand adjustments that are requested by underwriting? In this episode, MDRT members share times when they weren’t sure how to communicate with clients, and what they did to improve the situations.

You’ll hear from:
Xiao Chen
Chad Demarre
Maria Josefa Garcia
Stacy L. Kahan, CLU, RFC

Episode breakdown:
0:36 – Figuring out how to respond to client complaints
2:08 – Executing conversations about changes necessary for policy approval
5:23 – Ensuring that clients know you take their health seriously
7:44 – Anticipating and reacting to adversity
Leveraging AI as a financial advisor

Joyce Chan; Chen Hongyu

Nov 26, 20244 min

Leveraging AI as a financial advisor

Financial advisors are discovering new ways to leverage the power of AI. From generating content to refining policy recommendations, find out how MDRT members from Singapore maximize their productivity with AI.