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Sunday, September 25, 2011

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 .

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