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1 - 10of 23

Results: 23

What advisors might not know about working with a culturally specific niche

Xiao Chen; Chad Demarre; Maria Josefa Garcia

Jul 6, 2023

What advisors might not know about working with a culturally specific niche

Advisors know the importance of seeking to understand each client as an individual. In this episode, MDRT members explained how they work to recognize and support the cultural backgrounds of their clientele, whether that resembles their own experience or not.

MDRT

Jan 2, 2020

The unexpected intricacies of using technology

Is your CRM helping you or just causing frustration? Have you used technology to identify which client is the most profitable based on the time you spend on them? In this episode, MDRT members share their experience with technology and lessons gained while going from implementation to maximization.

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

Episode breakdown:
0:33 – The vision required to grow
2:23 – Utilizing technology to save time, not waste it
3:42 – The progressive adoption of e-signatures
5:37 – The new information you need to gather
8:29 – Navigating the challenges of a meeting that doesn’t take place in person
11:06 – Coaching clients through a phone application
13:32 – The importance of knowing your client well
How I handled a tough decision in my practice

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

Aug 1, 2022

How I handled a tough decision in my practice

What did you do when you realized you had to increase accountability in your team? Or go your separate ways from a mentor? Or adjust your role to support a parent? In this episode, MDRT members explain how they dealt with a difficult crossroads in their practice.
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.

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
How I handled a tough decision in my practice

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

Jan 3, 20235 min

How I handled a tough decision in my practice

MDRT members explain how their business benefited from confronting difficult crossroads.
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.