12 Jun 2020

toxic habits to avoid
Customers who turn to financial advisors entrust them with the extremely important matter of maintaining the security of their finances. Being able to meet current clients’ expectations, uphold trust and still keep new businesses rolling in is vital if one wants to become a successful financial advisor. Here are 7 toxic habits that financial advisors avoid at all cost in order to attain ...

18 May 2020

Financial advisors generally work for banks, insurance companies and mutual fund companies, offering a range of services to their clients including making thorough assessments of their income and expenses, tax status and financial projections; assisting them in choosing the right type of bank loans that will match their requirements; and dishing out sound financial advice that will benef...

13 Mar 2020

Leadership Style
If this is the first article you are reading about leadership on our blog, click here to find out more about the leadership series that we will be releasing in the coming weeks! So what or who exactly is a leader? Is a leader born to be? Or is a leader someone who is taught? Figure it out yourself after reading the post.  Let’s first look into the 3 types of leadership (in my ...

11 Jul 2019

HOW TO GENERATE QUALITY RECRUITMENT LEADS
Recently made the jump to a managerial or directorial role? Are you seeking to grow your very own dream team? Have you considered the various ways on how you can build on your expansion through recruitment leads? If yes, you're at the right place and time. Similarly, we caught up with Bryce Chan to uncover his goals and stumbling blocks which we will share further. (Be sure to read up on...

07 Jun 2019

Lead generation is a vital lifeline for sales growth. Yet, it remains a common problem most of us identify with. Have you been generating a constant stream of unqualified leads? Or perhaps, you're acquiring quality leads but at an inconsistent pace? How then am I able to attain sufficient quality leads every month? This was the same initial challenge faced by Lai Chun Wai - one of...

03 Jun 2019

Who doesn’t love Raya? After fasting for 30 days in the month of Ramadhan, we look forward to celebrating Hari Raya Aidilfitri in Syawal. People joke about having a thin wallet after Raya because like any other celebrations, there are many expenses taking place during this time of the year; Raya outfits, duit Raya (Malay version of Ang Pao), travelling cost back to our hometowns, ope...

30 May 2019

Referral-asking is one of the most crucial prospecting strategies that all sales professionals should harness. Furthermore, having a steady stream of highly qualified leads keeps us sustainable in the business. While a lot of us in the trade are well aware of that, we still do not practise it actively. Ultimately, it boils down to this self-limiting belief of ours of not doing enough to ...

27 May 2019

Dread Mondays? Or is it more like Mourn-day to you? You could practically see yourself singing the blues to come what may at work tomorrow, when you could be sipping on Tequila Sunrise while watching the sun-kissed skies by the beaches of Malibu. Except - you can’t afford such indulgent lifestyle when you have bills to pay, children to feed and still save for rainy days, espe...

23 May 2019

Every financial planner has made a cold-call attempt at least once in their lifetime. However, statistics show that only 5-10 percent of the people you call will actually pick up the phone. And once you have someone on the phone, you're depending on a slim 3 percent who might be interested in purchasing at any given time. Now, that's about a ton of calls you have to make if cold-calling ...
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