Notes from 2011 Joint Conference Taipei- Constructing The Future

20 -22 Sept 2011 // Malaysia & Singapore Financial Advisers combine conference :
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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 

1. Financial health
2. Mental health
3. Physical health
4. Spiritual health
5. 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 ? "

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• Emerging Market Bull-Bear Tug of War // Look Beyond current volatility  (check slides)
• Develop market
• Emerging market
• Frontier market ( emerging of emerging market )

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Lesson From Monopoly

• Cash is king
• Passive income is the key to wealth

1. Inflation risk- guarantee erosion of purchasing power
2. Investment risk - Potential increase in wealth
3. 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

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• 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  !  )  

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•  Walton predevelopment land investment -  sustainable fundamental , sustainable solution

• Walton big picture on how to identify the predevelopment land opportunities :

1. Population
2. Employment
3. Housing
4. Infrastructure

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• all of us having 3 age :

1. 1st age : Education
2. 2nd age : Employment
3. 3rd age : Retirement 

• ' Old Man '  vs ' Elderly Gentlement  ' ,  the different in  ' money ' 

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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 .