Everybody Knows The Importance Of Financial Planning

Tue, Feb 19, 2008

Insurance, Investment, Miscellaneous

At times, clients feel at ease when talking to me.

They find my explanation simple and easy to understand.

I never talk too long, yet not too short.

Just nice. 🙂

Today, I will let out a little secret here. (You are very lucky, coz I dont have much secrets anyway 😛 )

If you are a financial associate like me, take my advice and I assure you, you will have lots of clients waiting eagerly, to get a plan from you without having you trying to persuade them much.

If you are my client right now, you will be nodding your head in full agreement, acknowledging what I will explain here.

Its a fact.

Everyone in Singapore knows the importance of financial planning.

They know its is very important to have insurance for coverage, to have savings for their future needs,and to have investments to meet their financial objectives in life.

This is the status quo in Singapore as majority are well educated today.

For many, they know all that.

For many, they just wants transparency in your dealings as an advisor and sincerity in your effort in recommending quality financial instruments to them.

When I communicate with my clients, I will always, always be very direct.

Straight to the point.

…and I love educated clients, because they know what I am going to say and usually even before I complete my presentation, they will just say “Okay, I will sign up the plan with you”.

I will retort “I have yet to complete my presentation. Its better for me to complete it so that you can have a clearer picture.”

Some will answer ” No need. My brother, my friends, my relatives etc2, is an insurance agents, and I get the plan from you because you explain about the plan in simple terms and I know it’s for me”.

End of story.

So… First thing first. Be very transparent.

Tell all your clients about the benefits they will get and also the charges involved. Tell you clients, what you expect from them.

Generally, advisor like us expect commitment from the client so as the clients themselves can reapt the fullest potential from the plan they have undertake.

Second thing, trustability.

Usually, in my presentation, I will always tell my clients about NTUC Income as a great, caring, understanding, emphatic co-operative.

I am very happy that majority of my clients trust me as their financial associates and trust NTUC Income as their partner in life.

From trust, we build relationship, and from there, the cycle of financial planning continues.

That is what we called “long lasting business relationships”! 🙂

 

p.s. By the way, if you wish to discover a simple & halal way to create a positive monthly cashflow and calculate your net worth for FREE and visit this page for more information.

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This post was written by:

- who has written 440 posts on The Official Helmi Hakim Website.

A certified financial consultant, Helmi Hakim has won praise for his patience, perseverance and practicality when solving his clients' financial concerns. For more information on how you can manage your finances better, contact Helmi Hakim at 96520134.

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  1. […] Everybody Knows The Importance Of Financial Planning Everyone in Singapore knows the importance of financial planning. They know its is very important to have insurance for coverage, to have savings for their future needs,and to have investments to meet their financial objectives in life. … […]

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