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- Relationship = Money vs Time = Money
- People engage your service when they can't fill their own needs
- People buy using their own buying patterns, not your selling pattern.
- save => invest => then only spend , not save => spend ( beyond basic need )
- All individual having 5 area of health to take care with
- Financial health
- Mental health
- Physical health
- Spiritual health
- Emotional health
- Practice and ask prospect " what's the reason that stop you from becoming my client ?" ; " Is that all these reason stop you from becoming my client ?" ( get a yes from prospect ) ; " are you sure ? " (get a yes from prospect again ) ; " So long as I can resolve all these reasons you don't want to be my client, would you then become my client ? "
- Emerging Market Bull-Bear Tug of War // Look Beyond current volatility (check slides)
- Develop market
- Emerging market
- Frontier market ( emerging of emerging market )
Lesson From Monopoly
- Cash is king
- Passive income is the key to wealth
- Inflation risk- guarantee erosion of purchasing power
- Investment risk - Potential increase in wealth
- Debt Trap - Be careful with low interest rate environment // low interest rate mean low debt servicing cost // but market interest rate can change like the weather, cause increase debt servicing cost anytime.
- use 'jail ' as a time to reflect & refresh & come back stronger .
- Luck is part of life, take advantage of it
- Improve what you have
- Believe your believe, doubt your doubt
- successful people do what unsuccessful people don't
- every 90 days process, connect to your clients.
- Question are guaranteed in life . Answer don't .
- An idea share become ideal & ideal to reality .
Do you want to continue selling financial product ? or Do you like to change customer life to better financial position ? ( AHHA ! CHANGING CUSTOMER LIFE TO BETTER FINANCIAL POSITION IS OUR OBLIGATION ! )
- Walton predevelopment land investment - sustainable fundamental , sustainable solution
- Walton big picture on how to identify the predevelopment land opportunities :
- Population
- Employment
- Housing
- Infrastructure
- all of us having 3 age :
- 1st age : Education
- 2nd age : Employment
- 3rd age : Retirement
- ' Old Man ' vs ' Elderly Gentlement ' , the different in ' money '
A touching journey share from Mei Mei of Singapore , transition from banker to Financial Adviser , unexpected overwhelming ;
' no longer working for bank , but working with bank . ' . I salute you, Mei Mei .
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Brenda , a successful financial adviser share on her way in corporate and high net worth clients' financial planning with fee base services .
' Financial adviser is an architect of client's wealth , client's future '
'Human touch value in financial adviser , making different of people's life , is scorecard of successful future .
