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Using a five-minute, step-by-step approach, learn how to build lasting client relationships and generate continuous referrals from enthusiastic, loyal clients. Ng shares how to establish a strong online presence, gather valuable client feedback through targeted questions, and leverage testimonials to engage clients, promote your services and grow your referral network. 

Learn from Abhay Kulkarni how building trust, personalized engagement, and a strong referral system can drive long-term success in financial advisory and client retention in India. 

The core of a strong advisor-client relationship is built on trust and understanding. In such a people-centric career, being genuinely interested in clients' lives and what matters to them is vital. Angie Lee from Singapore shares more about what it means to be a trusted partner for her clients. 

Building trust, leveraging personal influence, and staying updated with market trends are essential for success in the insurance professional, according to India’s Sweta Gupta.

Pratima Kumari discovers how financial advisors can builds trust-driven referral systems in India by , leveraging personal relationships, cultural insights, and strategic engagement for business growth. 

How to recognize prospects who can be more trouble than they’re worth.