Search

In many Asian families, discussing the topic of estate planning can feel delicate and complex. Elson Tong shares how he navigates such conversations and leverages it as an opportunity to protect his clients’ legacy. 

Why should financial advisors consider shifting toward holistic financial planning? In this video, Top of the Table member Nathan Graff, CFP, BFA, explains how a comprehensive approach can help advisors strengthen client relationships, coordinate complex financial decisions and become the trusted advisor clients rely on through every stage of life. Learn how holistic planning creates opportunities for deeper engagement, multigenerational relationships and long-term practice growth. 

Do you know how to sell to multiple generations of a family, including the keys to understanding each generation and how to convert them all into clients? Manning explains how to do all of that while creating a never-ending list of referrals and a stable income stream for your business.

Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.

How financial advisors can relieve stress during grief and build connections with families.

Joanne Lai unpacks the discipline behind building resilient client portfolios, and how it supports a sustainable practice, stronger client relationships, and giving that lasts.

Zoom meetings are now common, but few advisors design them with the same intention as an in-person experience. Mitchell Seah, a six-year MDRT member, shares how she built a predominantly Zoom-based advisory model that scales, reduces pressure and helps clients make confident financial decisions when timelines are tight.

MDRT members offer strategies for helping HNW clients understand the role insurance plays in a growth-focused portfolio.

Arvind Kumar Das explains how personalized financial planning, flexible investment strategies and adequate protection help gig workers and self-employed individuals in India build long-term financial security despite income uncertainty.

A client provides scholarship grants through estate planning.