What amount of retirement sum to set aside?
Which CPF Life plan to choose?
These questions may seem simple but to many Singaporeans, it is mind blogging.
What if I choose wrongly? Then how?
Listen to this recording to understand
I strongly believe that your success as a financial consultant is guaranteed if you continue to utilize the traditional method of generating leads by referrals. Using that to reach out to the older generation allows for you to build another pipeline for generating new leads using modern digital marketing methods to reach out to the younger generation.
I will share my own financial advisory career experience of building a small higher value client base over time. Achieving this helps you to give each of your clients sufficient care and attention while making sure you still enjoy quality of life.
I help all of my consultants in case opening for retirement and investment planning by conducting webinars on Investment 101 and CPF Life Talk. Moreover, I will show how you can use insurance portfolio optimization to open cases effectively by leveraging the products offered by 17 Life Insurance company we carry. My consultants can reach out to their corporate clients to offer such financial talks and services to generate leads. On top of that, I will reveal to you how you can help your clients accumulate and grow their wealth while creating another stream of recurring income for you. This, again, is unique to us having 70 mutual fund managers spread over 5 mutual fund platforms.
For the record, I helped 5 consultants achieve MDRT. One was a migrated consultant from another FA firm. 7 years in that FA firm, he did not qualify MDRT. Upon moving over to work with me, he and his partner achieved MDRT in 6 months.
Book your slot now to have a Career Discovery Chat with me! Yes, there is no obligation to do so!
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