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How challenging preconceived notions can open new windows of opportunity

Catherine Chee; Tommy Khoerniawan; Nadia Wijatno; Angelica Sim

Nov 29, 20245 min

How challenging preconceived notions can open new windows of opportunity

The conventional playbook for success in financial services may actually limit an advisor's potential. Discover how MDRT members from Singapore challenged traditional assumptions and unlocked new pathways to success. 

Leveling up from a tech novice to tech savvy advisor [Catherine Chee]

Catherine Chee

Sep 26, 20246 min

Leveling up from a tech novice to tech savvy advisor

With technology playing an increasingly prominent role in financial services, the ability to leverage digital tools has become crucial for an advisor's success. Catherine Chee, FChFP, from Singapore, shares how embracing technology has transformed her practice and offers valuable lessons for advisors seeking to thrive in the digital age.