08 Mar 2024

In the dynamic world of sales and entrepreneurship, mastering the art of generating business through referrals can significantly enhance a professional's success trajectory. Despite the evident benefits, many in the sales arena and entrepreneurial circles neglect this powerful strategy. This oversight not only limits potential growth but also overlooks an essential component of insurance...

16 Jun 2020

Oh, by the way, if you're based in Singapore, do you think Phase 2 of Circuit Breaker means life can go back to how it was? Just something to think about before we get to the main topic! Before we talk about postponements and cancellations, as financial sales professionals, let us take a trip down memory lane and remember the times when prospecting wasn't that hard. There was a chance...

03 Jun 2020

If you've just joined the financial planning industry as an insurance agent or a financial planner, chances are you're driven, energized, and your current morale is high. You're certainly going to be hungry for success, and you're probably like most of the people we've met. You want to make a difference in various ways. Maybe it's a breakthrough in income, sometimes it's a better lif...

28 Feb 2020

In this article, we will bring to you the advantages and disadvantages of the fresh graduate market and how you can make them your most valuable asset. Whaaaat? Fresh Grads? No money, barely started career, how to earn? Source: Giphy If you have gone through our courses or been following our YouTube channel, you would come to know about the 3 Rs. Repeat, Referral and Recurri...

11 Feb 2020

*Videos included inside. Isn't it bonkers to go through life, spinning the Wheel of Worries? Every. Single. Day. https://giphy.com/gifs/cartoonhangover-cartoon-hangover-bravest-warriors-2zZKmC3BnDicRHbm8z Image from Giphy.com If you were paid a dollar for all these emotional labour your wear yourself down with, attempting to demarcate the dreary disposition and suppress your fr...

31 Oct 2019

Trick or Treat? Now, that's more like it! “Double, double toil and trouble; Fire burn and cauldron bubble.”  —William Shakespeare Well, I don't know about you, but that sounds like a whole lot of trouble, slaving and toiling over a bubbling vat, with columns of noxious smoke belching and hitting higher PSI levels than I could ever have dreamed of achieving with my PSLE scor...

17 Oct 2019

Prospecting as a financial sales professional is the hardest part of the sales process isn’t it? Instead of swimming around in murky waters, let us take a step back. Do you still feel your way through the darkness, guided only by your makeshift set of criteria to qualify prospects? Others keep pushing through, trying all possible means to convert every single prospect they come across, n...

19 Aug 2019

Just like you, your clients have many reasons why they feel hesitant to give you a referral. The majority of the time, they are reminded of a negative past experience that resulted from their referral. When you ask for a referral, treat the first objection as a surface answer. There is always a deeper reason why a client is saying no. Ultimately, it is up to you to discover what ...

19 Aug 2019

Referral Psychology “There is only one thing in life worse than being talked about, and that is not being talked about.”Oscar Wilde, Writer and Poet We live in an age where our clients’ words are more powerful than any advertising campaign out there. I am sure many of you relate to sharing your feedback about products and experiences with your friends and family. As social c...

13 Aug 2019

The Problem with Reluctance If you want to be successful, you have to be willing to do something out of your comfort zone. This requires you to do things that you are not used to. In this case, asking for referrals, especially if you have been rejected numerous times. It is no easy task to overcome reluctance, as it is always hard to do something you are uncomfortable with. There i...