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As high-net-worth families in Singapore focus on preserving wealth and instilling core values, Xavier Lim helps his clients navigate complex challenges to ensure a smooth generational wealth transfer.

Preparing for retirement isn’t just about saving money—it’s also about building a future life filled with purpose and fulfilment. Find out how Jerry Yeo guides his clients to understand just that. 

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. 

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.

Building lasting client relationships requires more than financial expertise — it’s about trust and genuine care. Find out how MDRT member Derek Tan fosters long-term partnerships with transparency, clear communication and personal connections. 

Trust and loyalty are essential building blocks to foster good relationships with clients. Find out how Karyl Phua does it with regular client communication. 

Success often hinges on daily habits rather than lofty goals. Marcus Seet shares three essential habits that have helped him stay consistent and focused.