17 Mar 2020

Corona Virus
Well the time has come, Malaysia announced the suspension of all non essential activities. Closures of businesses and schools everywhere, the government has ordered everyone to stay at home as much as possible and avoid going out to public and crowded places. You are a self-employed, this stoppage of non-essential businesses will heavily affect you. No more meet-ups to fact find and ...

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 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...

07 Feb 2020

Before anything, I'm not writing this so that we can take advantage of the coronovirus pandemic situation for only our benefit. I just want to emphasize that any content by us is only for the purpose of agents and advisers to do well by doing good. The Coron-a-what? Unless you've been living under a rock, you might know by now that there's a new illness in town that looks and behav...

20 Jun 2019

Insurance agents have a tough job; getting lead generations, networking, hitting sales target and expanding their business. Another stressor for is to recruit people to join their team and make sure that they are a good fit. Thomas is an MDRT member. He is also one of the top producers in his organization and is currently starting his own team. However, he found difficulties in findin...

14 Jun 2019

成功要遇到对的人 如果你要在这行做的开心和轻松的话,我们应该遵循一个规则就是不能勉强客户。不言而喻,客户的信任和忠实是必须赢来,是不能逞强的。没有比忠实的客户更好的资源。一旦获得客户的认可,你可拥有可靠的收入,甚至得到传介绍 -- 这是业务最强的驱动力。我们必须让客户信任我们,他们才会持久地聘用我们。 “成功要有持续性才算成功。” 然后,我们该如何确定合适的客户?合适的客户应该具备一下这几个特征: 客户必须具备足够的财物资源 客户必须要有一定的财物资源,我们才能帮他规划他的财物。 当我们要为客户投资的时候,我们必须评估客户的风险承受能力。客户如果在近期需要用到储蓄的话,他的风险会比较高。其次,我们也要确定客户是否有足够的流动资源,一笔钱是是必须用来支付生活费和紧急时候用的。剩下的钱才能用来投资,所以客户必须要有足够的钱来做规...

12 Jun 2019

Have you been serving the mass market and mass affluent for a while now? Are you looking towards working with the high-net-worth individuals? High-net-worth individuals do have more considerable financial assets to work with, but they are more particular compared to the mass market and mass affluent. These are also the people that will drop you if you do not achieve their standards. E...

07 Jun 2019

财务顾问的世界里超过30万名的顾问,为全国各地的客户竞争。如果你想从人群中脱颖而出,你需要明确告诉客户为什么你是最佳人选。被客户拒觉和推迟是财务顾问常常必须面对的问题。想要成为一名成功和受欢迎的财务顾问,你必须具备自己的特点来打动客户。然而,我们该如何展示我们的特点呢?如果你感兴趣,请继续往下读。 设计自己的专业简介 有了自己的专业简介,你不必用千言万语来告诉你的顾客你自己的个人资历。个人简历可以快速和客户转达自己的信念,价值观,使命和热诚。 你的简介里也可包含客户的推荐书。俗话说:“别人说的一句话比自夸自己十句来得有效。” 比如,我们每次在淘宝购买的时候都会看其他人对产品留下的评论。所以,为了说服客户你是一个办事有效的理财顾问,你可以通过别人的推荐书来推销自己。 给客户一个想和你预约的理由 身为一名企业家或财务顾问,若不给...
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