Managing rejection
The key to managing rejection lies in a crucial mindset shift. I used to take rejections personally, and it would trigger self-doubt. What helped me make the shift was realizing that rejections aren’t about me. It could be about timing, trust or simply not being the right fit. I also reminded myself: I’m not here to convince. I’m here to guide and to serve. My attitude changed once I let go of needing external validation and focused on showing up sincerely. I got more clarity and peace and, ironically, more clients.
—Yueh Xuan Joanna Chan, ChFC/S, AEPP, five-year MDRT member
Engage the quiet spouse
When it comes to reading body language during client meetings, you can see the dynamic in the family where only one member makes decisions. I have stopped and asked the spouse, who clearly is lost, “Do you have any questions; am I being clear enough?” Because maybe that spouse has never been involved with the family’s finances. I tell them, “I’m not here to change your family dynamic, but it’s important that you know what’s going on, because if something happens to your spouse, it’s you running the show.”
—Elke Rubach, LLM., CLU, eight-year MDRT member
3 aims of a social media post
Every social media post should answer one of three questions: What’s in it for my audience? How do I want them to feel? And what do I want them to do next? I rotate between personal reflections, financial education and lifestyle storytelling to show the full picture of who I am beyond the job title. This ensures your content appeals to different aspects of your audience’s interests while maintaining authenticity and professional credibility.
—Nicholas Damien Goh Shyan Wei, AEPP, AFC, one-year MDRT member
This was excerpted from the November/December 2025 Round the Table article “Tips to connect through social media, seminars and in person.”
