Client mapping is a strategic tool that helps advisors visualize their clients’ networks and identify potential leads through personal and professional connections. Yeoh explains how to maximize opportunities by mapping/drawing out the relationships — family, friends, colleagues — to uncover new prospects and deepen existing ones.
Hui Hoon Yeoh began her financial services career in 2007 at AIA Berhad. She has served as a master trainer at AIA for the past eight years, specializing in client mapping, estate planning and retirement planning for high-net-worth clients. Yeoh holds a degree in mass communication, is an active MDRT member and has previous experience as a hospital fundraiser.
