Resources Provided for Manulife
2024
Making the most out of the fact-finding process
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Traditional Chinese
Cultivating soft skills to deal with difficult clients effectively
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Traditional Chinese
How to make sure you hire the right person
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Traditional Chinese
Breaking the mould
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Traditional Chinese
Best branding practices of a critical illness advocate
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Traditional Chinese
The value of financial advisors
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Go fast alone or far together
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Best branding practices of a critical illness advocate
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How centers of influence vary for different generations
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Practical strategies from MDRT to Top of the Table
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Supporting healthcare frontliners through insurance
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Engaging with clients through personal experiences as a financial advisor
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How to anticipate your client’s needs
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Actionable tips for generating quality referrals
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Quick wins to get referrals from social media
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Building client loyalty through establishing a community
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Help wanted
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4 ways to find more clients
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How to position yourself as a center of influence to gain access to referrals
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Generating referrals through exceptional client service
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Winning daily
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Core principles to unlock your potential
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Communicating policy upgrades to existing clients
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Tips and techniques to help clients achieve their financial goals
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2023
Expanding your target market with TikTok: Build your brand and engage the TikTok community
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Financial planning for SME's or small business owners
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3 ways to balance empathy and efficiency in the new normal
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The importance of daily target setting for financial advisors
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Retirement discussion with clients in their 20's/30's/40's/50's
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Financial planning during high inflationary times
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6 strategies for building out-of-this-world teams
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3 important things to consider when planning for a client's long-term financial goals
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Financial planning for premium clients
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Understanding the high-net-worth market
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Bust through a career bottleneck by segmenting clients
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Use precision marketing to target ideal clients and grow exponentially
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Creating culture by performing under pressure
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Finding your zen during stressful times
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Mentoring for the generation
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MDRT magic
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3 tools to sharpen your persuasive edge
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Turn your raving clients into fans
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Successful prospecting through Facebook
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Content marketing tips for financial advisors
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Unlock the next generation of social media marketing
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Engage referrals without cold calling
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Begin asking for referrals with these questions
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2022
23 ideas presented at the Annual Meeting
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Turning referrals into reciprocal introductions
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What do you say to clients during rough times?
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How to requalify for MDRT
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Top tech trends that will impact the financial services sector in 2022
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Setting intentions for a successful year
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Best year ever
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Overcoming objections
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Prioritizing profitable prospecting: How to overcome sales call reluctance
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7 phrases to close the deal
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