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Latest News for Financial and Insurance Professionals

January 28, 2019

4 tips to providing a fantastic client experience

What is client experience? And why is it important?
February 8, 2019

The Magic That Makes You Special——Personal Branding

Why did you choose Starbucks over other coffee shops? Why did you choose McDonald's instead of other fast-food restaurants? Why did you choose Google while searching the Internet? let's crack into the codes of the magic of personal branding!
June 7, 2019

Positioning and differentiating yourself as a financial advisor

Many financial advisors face the problem of being able to differentiate themselves from others. How are you able to convince your clients that you are […]
June 18, 2019

#AskChrisChan: Running an Effective Team and How to Deal with Common Rejections

Getting to know Abrial Abrial is a highly successful leader in a leading financial advisory firm. He graduated from the Million […]
June 20, 2019

5 Reasons Why You Must Ask For Referrals Right Now

1. A higher level of trust and professionalism Through referrals, your new prospects and clients are likely to […]
June 25, 2019

What Is The Best Prospecting Method For You?

1. Cold calling Cold calling is a form of telemarketing, which the customers are unaware of who the caller is and […]