16 Jun 2020

Oh, by the way, if you're based in Singapore, do you think Phase 2 of Circuit Breaker means life can go back to how it was? Just something to think about before we get to the main topic! Before we talk about postponements and cancellations, as financial sales professionals, let us take a trip down memory lane and remember the times when prospecting wasn't that hard. There was a chance...

03 Jun 2020

If you've just joined the financial planning industry as an insurance agent or a financial planner, chances are you're driven, energized, and your current morale is high. You're certainly going to be hungry for success, and you're probably like most of the people we've met. You want to make a difference in various ways. Maybe it's a breakthrough in income, sometimes it's a better lif...

28 Feb 2020

In this article, we will bring to you the advantages and disadvantages of the fresh graduate market and how you can make them your most valuable asset. Whaaaat? Fresh Grads? No money, barely started career, how to earn? Source: Giphy If you have gone through our courses or been following our YouTube channel, you would come to know about the 3 Rs. Repeat, Referral and Recurri...

11 Feb 2020

*Videos included inside. Isn't it bonkers to go through life, spinning the Wheel of Worries? Every. Single. Day. https://giphy.com/gifs/cartoonhangover-cartoon-hangover-bravest-warriors-2zZKmC3BnDicRHbm8z Image from Giphy.com If you were paid a dollar for all these emotional labour your wear yourself down with, attempting to demarcate the dreary disposition and suppress your fr...

31 Oct 2019

Trick or Treat? Now, that's more like it! “Double, double toil and trouble; Fire burn and cauldron bubble.”  —William Shakespeare Well, I don't know about you, but that sounds like a whole lot of trouble, slaving and toiling over a bubbling vat, with columns of noxious smoke belching and hitting higher PSI levels than I could ever have dreamed of achieving with my PSLE scor...

19 Aug 2019

Just like you, your clients have many reasons why they feel hesitant to give you a referral. The majority of the time, they are reminded of a negative past experience that resulted from their referral. When you ask for a referral, treat the first objection as a surface answer. There is always a deeper reason why a client is saying no. Ultimately, it is up to you to discover what ...

19 Aug 2019

Referral Psychology “There is only one thing in life worse than being talked about, and that is not being talked about.”Oscar Wilde, Writer and Poet We live in an age where our clients’ words are more powerful than any advertising campaign out there. I am sure many of you relate to sharing your feedback about products and experiences with your friends and family. As social c...

13 Aug 2019

The Problem with Reluctance If you want to be successful, you have to be willing to do something out of your comfort zone. This requires you to do things that you are not used to. In this case, asking for referrals, especially if you have been rejected numerous times. It is no easy task to overcome reluctance, as it is always hard to do something you are uncomfortable with. There i...

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...

08 Jul 2019

Natural Market What is Natural Market? The natural market comprises relatives and friends around you. It is an important first step to build a pool of clientele. The market has three sub-categories which include a hot, warm and cold natural market.  People in the “hot” natural market are relatives and friends whom you constantly stay in touch with and meet up with.&nbsp...
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