七月 19 2022
營銷攻略：3個創新數碼工具助你更輕鬆達成銷售
壽險理財顧問與客戶進行線上諮詢已是行業新常態。從遙距客戶諮詢到簽單，顧問可如何善用不同的數碼工具令整個銷售流程更順暢，提供更佳的客戶體驗？
涵蓋主題
影片精選
七月 19 2022
涵蓋主題
Share
影片精選
![跨界築夢：轉型路上的挑戰與機遇 [柯建宇 Jian Yu Ke]](https://www.mdrt.org/globalassets/digizuite/32601-en-tw_written-interivew_mr.-jian-yu-ke_building-dreams-across-borders-thumbnail.jpg?height=268&crop=0,0,268,268)
![創造無限可能：個人形象的力量 [張修銘 Hsiu-Ming Chang]](https://www.mdrt.org/globalassets/digizuite/32600-en-tw_written-interivew_mr.-hsiu-ming-chang_creating-infinite-possibilities-thumbnail.jpg?height=268&crop=0,0,268,268)
![尊重與自律的力量 [陳雅婷]](https://www.mdrt.org/globalassets/digizuite/32503-en-tw_written-interivew_ms.-ya-ting-chen_the-power-of-respect-and-self-discipline-thumbnail.png?height=268&crop=0,0,268,268)
![理財顧問的微光：在拒絕中尋找契機 [鄭心仁]](https://www.mdrt.org/globalassets/digizuite/32499-en-tw_written-interivew_ms.-lucy-hsin-jen-cheng_protrait-thumbnail.png?height=268&crop=0,0,268,268)
![打造和諧生活：專業金融財務顧問的時間分配藝術 [鄧惠月]](https://www.mdrt.org/globalassets/digizuite/32496-en-tw_written-interivew_ms.-hui-yueh-teng-cfp-rfc_create-a-harmonious-life-thumbnail.png?height=268&crop=0,0,268,268)
![資產之舟：航向財富的安全港 [劉約崙 Yo-lun Liu]](https://www.mdrt.org/globalassets/digizuite/32375-en-tw_written-interview_mr.-yo-lun-liu_the-vessel-of-assets-thumbnail.jpg?height=268&crop=0,0,268,268)
![為未來鋪路：理財規劃的重要性與策略 [吳幸柔 Hsing-jou Wu]](https://www.mdrt.org/globalassets/digizuite/32374-en-tw_written-interview_miss-hsing-jou-wu_laying-the-foundation-for-the-future-thumbnail.jpg?height=268&crop=0,0,268,268)
![財富航線：導航於風險與管理之間 [張麗萍 Li-ping Chang]](https://www.mdrt.org/globalassets/digizuite/32369-en-tw_written-interview_miss--li-ping-chang_wealth-navigation-thumbnail.jpg?height=268&crop=0,0,268,268)
![「4K」法則 促成100%成交率 [Kam Tan]](https://www.mdrt.org/globalassets/digizuite/32372-en-malaysia_am_100-closing-deals-with-4k-steps_kam-tan_r1-thumbnail.png?height=268&crop=0,0,268,268)
![如何透過分析家庭財務報表取得成功 [郭子豪]](https://www.mdrt.org/globalassets/digizuite/32172-en-malaysia_am_how-to-achieve-success_tzu-hao-kuo_r1---thumbnail.png?height=268&crop=0,0,268,268)