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Tips to switch from offline to online for effective client communication

Foong Eu-Jin; Ching Mee Fen; Michael Ong Chong Ghee

Oct 13, 20235 min

Tips to switch from offline to online for effective client communication

Elevating communication and servicing standards by leveraging today’s trends.

12 ideas to connect with prospects and prepare for client meetings

Adam Thomas Rex, AIF, CFP; Alessandro M. Forte, FCII, CFP; Janet N. Ng, FChFP, CEPP; Micheline Varas, RHU; Mitsuru Arai; Akihito Hoshiro; Jeanette Pay Mei Peng, CFP; Ritchie Azarce Horario; Masahiro Hashimoto, TLC, AFP; Foong Eu-Jin; Craig Alan Lilley, CFP, CLU; Manu Dhawan

Sep 1, 20228 min

12 ideas to connect with prospects and prepare for client meetings

Essential fact-finding questions to ask your clients

Foong Eu-Jin

Apr 27, 20223 min

Essential fact-finding questions to ask your clients

To make a truly informed recommendation to your prospect or client, you need to know as many facts about them as possible. Here are some fact-finding questions to ask your clients for you to design a successful financial plan for them.