Voda Branch MDRT Speaks: Pauline Lau

Meet Pauline

In the realm of financial advising, personal stories often shape professional approaches as much as technical expertise. Pauline, a dedicated financial advisor, exemplifies this balance. For 16 years, she has partnered with her husband Dennis to guide clients toward their financial goals, turning many of them into lifelong friends.

A Year of Challenges and Gratitude

Reflecting on 2023, Pauline acknowledges it was a challenging yet rewarding year. With global uncertainties such as wars, heightened tensions, high inflation, and fears of recession, the business environment was tough. Despite these hurdles, Pauline is grateful for the unwavering trust of her clients. Their confidence allowed her and Dennis to address concerns, clear doubts, and help clients achieve their financial aspirations.

Keys to Consistent Success

Pauline attributes her consistent success to a dual focus on sales and service. For sales, she emphasizes the importance of actively listening to clients, asking numerous questions to fully understand their financial goals. This thorough understanding enables her to recommend suitable financial solutions from a wide range of partners, while transparently discussing the limitations of each plan. On the service side, Pauline highlights the importance of availability and timely responses, especially when handling claims.

A Guiding Philosophy

Pauline’s business philosophy is rooted in honesty. She believes that doing the right thing builds trust, which in turn ensures repeat business. This approach is validated by the referrals she receives, connecting her with the friends and family of existing clients. To Pauline, referrals are a testament to the trust and satisfaction of her clients.

Advice for Aspiring MDRT Members

For those aspiring to qualify for MDRT next year, Pauline advises focusing on one’s strengths and communicating them clearly. Reflecting on her own journey, she notes the effectiveness she and Dennis found in helping families who are responsible and invested in their financial well-being. Over the years, they have also guided many of these families' children toward financial independence, creating a new generation of clients.

Voda: A Supportive Environment

When asked to describe Voda in one word, Pauline chose "supportive." This encapsulates the firm's commitment to fostering growth and providing the resources advisors need to help their clients succeed.

Pauline's narrative is one of resilience and dedication, characterized by her unwavering commitment to her clients and her adherence to ethical principles. As she continues to navigate the complexities of the financial advising landscape, Pauline remains steadfast in her pursuit of excellence, confident that honesty and diligence will always lead to success.