13 Mar 2020

Blog, Career, Chris Chan, Leadership, Wise Advice 0 Comment
Leadership Style
If this is the first article you are reading about leadership on our blog, click here to find out more about the leadership series that we will be releasing in the coming weeks! So what or who exactly is a leader? Is a leader born to be? Or is a leader someone who is taught? Figure it out yourself after reading the post.  Let’s first look into the 3 types of leadership (in my ...
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28 Aug 2019

Career 0 Comment
we are seeking passionate young Digital marketing aspirantsIn the final quarter of 2019, we hope to bring even more value to our students in the form of more written and video content. We are exploring the possibility of new products, and even new delivery mediums of ROI-based training.As such, we are looking for more talent to join our team to impact even more people for the rest of the...
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14 Jun 2019

Career, Chinese, Wise Advice 0 Comment
成功要遇到对的人 如果你要在这行做的开心和轻松的话，我们应该遵循一个规则就是不能勉强客户。不言而喻，客户的信任和忠实是必须赢来，是不能逞强的。没有比忠实的客户更好的资源。一旦获得客户的认可，你可拥有可靠的收入，甚至得到传介绍 -- 这是业务最强的驱动力。我们必须让客户信任我们，他们才会持久地聘用我们。 “成功要有持续性才算成功。” 然后，我们该如何确定合适的客户？合适的客户应该具备一下这几个特征： 客户必须具备足够的财物资源 客户必须要有一定的财物资源，我们才能帮他规划他的财物。 当我们要为客户投资的时候，我们必须评估客户的风险承受能力。客户如果在近期需要用到储蓄的话，他的风险会比较高。其次，我们也要确定客户是否有足够的流动资源，一笔钱是是必须用来支付生活费和紧急时候用的。剩下的钱才能用来投资，所以客户必须要有足够的钱来做规...
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07 Jun 2019

Blog, Career, Chris Chan, Leadership, News, Referrals, Wise Advice 0 Comment
Lead generation is a vital lifeline for sales growth. Yet, it remains a common problem most of us identify with. Have you been generating a constant stream of unqualified leads? Or perhaps, you're acquiring quality leads but at an inconsistent pace? How then am I able to attain sufficient quality leads every month? This was the same initial challenge faced by Lai Chun Wai - one of...
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30 May 2019

Blog, Career, Chris Chan, Leadership, News, Wise Advice 0 Comment
Referral-asking is one of the most crucial prospecting strategies that all sales professionals should harness. Furthermore, having a steady stream of highly qualified leads keeps us sustainable in the business. While a lot of us in the trade are well aware of that, we still do not practise it actively. Ultimately, it boils down to this self-limiting belief of ours of not doing enough to ...
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23 May 2019

Blog, Career, Chris Chan, Referrals, Wise Advice 0 Comment
Every financial planner has made a cold-call attempt at least once in their lifetime. However, statistics show that only 5-10 percent of the people you call will actually pick up the phone. And once you have someone on the phone, you're depending on a slim 3 percent who might be interested in purchasing at any given time. Now, that's about a ton of calls you have to make if cold-calling ...
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16 Apr 2019

Blog, Career, Chris Chan, Referrals, Wise Advice 0 Comment
Insurance is such an integral component in personal finance. However, many Singaporean millennials find it difficult to relate to. So often, the problem gets neglected till they are much older. Moreover, purchasing a plan involves thorough comparison-making and due diligence in a largely unfamiliar area. As a result, young adults in their 20s to early 30s are making the biggest mistake b...
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28 Jan 2019

Blog, Career, Chris Chan, Sales Tips, Wise Advice 0 Comment
We all know that the best way to improve is to copy the ones who have accomplished what you want. As a result, this time our PPP Academy content writing group had a short interview with Chris Chan, our training coach who had made millions from his role as a financial advisor. During the short talk, Chris shared us with 4 key tips to boost sales revenue by providing a fantastic clien...
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