Building a Long Term Relationship Through Financial Planning

Tan Choo Pheck

Consultant FAQC Badge

REP No.: TCP100041899

Associate Wealth Advisory Director

When I first started as a financial adviser in 2005, I had approached my warm market that consists of  immediate family, relatives, friends, ex colleagues and schoolmates, to engage in my financial planning services. Through my sincerity, diligence, professionalism and unbias advice, these people engaged my financial planning services and also in turn referred their families and friends to me.

Thus, referrals have become my main source of acquiring new clients.

I am happy to share that majority of the warm market whom I have approached remain my clients till today. Those clients whom I have acquired through referring, we have deepen our relationship from adviser-client relationship to friendship. I have attended numerous weddings, full month celebrations and birthday celebrations of my clients. Sometimes, an annual review session is more like a chat up session these days.

I aim to build a long term relationship with my clients and to provide the most suitable solutions to their financial situations.

I want to be someone whom my clients can trust in both good times and bad times.

 

 

 

 

 

 

 

 

 

 

Experience
0 Years
Total number of shield plans advised
> 0
Assets under Management
>S$ 0 million

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