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Arvind Kumar Das shares how purpose-driven financial planning, through goal mapping, debt reduction, and regular reviews, leads to long-term financial security for clients. 

Tired of complex jargon and failed connections with clients? Fanggara shares how to win hearts and minds by weaving engaging narratives with practical strategies to identify client needs, crafting compelling stories and leveraging the emotional impact of storytelling to drive meaningful financial decisions.

How can you think about investing in life insurance like a business? Shetty explains how he frames these products to help clients understand the financial possibilities they can create.

Alan Lim Wai Loong discusses the importance of guiding clients through end-of-life and succession planning with empathy and clarity. He shares strategies for initiating difficult conversations, managing family dynamics, and encouraging early preparation.

Clients can become emotional and want to make decisions based on what’s happening in the economy. A Top of the Table member talks about how he focuses clients on being positioned to win in all financial markets and economic climates.

Yeo shares a personal story of a challenging client experience that tested her resilience as a financial advisor. From being humiliated and facing rejection to handling her first death claim, Yeo learned powerful lessons about perseverance, the unpredictability of life and the urgency of financial planning — including how moments of crisis can become turning points toward securing the future. 

Insurance is more than just a financial product in a country as disaster-prone as the Philippines — it is an essential tool that helps families and businesses recover and rebuild. MDRT members share how they guide their clients when natural calamities occur.