要卖产品
要推保险
要成交 。所以很多人还没开始,就放弃了。
而这两条路的分水岭,很大程度上就在:
只能用一家公司产品
解决问题的方式有限
很多时候,是“用产品去匹配客户”本质上,更接近“销售模式”
多家公司 + 多种产品
可以做比较、做组合
根据客户情况,设计方案
你可以选最适合客户的产品
你可以做长期结构
你可以真正站在客户角度
推一个不完全适合的产品
被产品限制住
明知道有更好的方案,但不能做
建立真正的专业能力
建立长期客户关系
做的是“规划”,而不是“成交”
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MAS REP NO. GJ-300514260
Financial Advisory Director
About Me
《俊玮谈新》主播 / 资深理财顾问
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新加坡保险.投资.理财.信托等全球资产配置, 一站式,专业,独立。
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1998年移民定居新加坡,乐于帮助他人,恪守诚信,以客户利益为中心。
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策