The Avengers and Our Duty As Financial Planners In Singapore…

Fri, May 11, 2012

Miscellaneous, Motivation

How many of you have watched this latest movie, “The Avengers”?

For every 10 of you reading this blog post, I can guarantee at least 5-6 of you have watched this movie, because it is soooo popular… πŸ™‚

My facebook feeds are flooded with people “checking in” the cinema to watch the movie or filled with snippets of reviews, line of thoughts about the movie. Overall, the movie was awesome, though I feel, some part of it should be trimmed away. i love fast action movie

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So, what does Avengers got to do with financial planners in Singapore?

When I first watched the movie with my girlfriend, the first thing that struck me about the movie other than the explosive stuffs, was the importance of taking responsibility and teamwork.

As a financial planner, clients entrust us with their money. We need to take responsibility to manage their money well, recommending them plans, consistent with their risk profile.

We need to take responsibility to provide them with a trusted counsel, by placing their interest at heart. instead of our company

We need to take responsibility to be open, honest and transparent with all our clients, at all times in our professional dealings. Do not suppress information, omit, delete or adjust, just to induce a sale..

If we can take responsibility, take ownership to help our client meet their financial goals while advocating such principles…….. This is what I call, the champion mindset with a loving heart! πŸ™‚

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Second lesson that I get from the movie is the power of teamwork.

Recently, NTUC Income Muslim financial consultants did a roadshow at the Halal Food Expo 2012. To get our company to subside the rental fee + set up cost, we need to hit a certain target, a multiplier of the total roadshow costs.

As this is one of the roadshows that involved high costs, naturally the target is high. A few of our top producers contributed, but we still plagued with an irritating shortfall. Alhamdulillah, when all gives their share, we hit the target set, and get our roadshow subsidised.

This can only happen with the power of teamwork. Instead of relying on the producing consultants in the team, all put in effort and give their bit. That is where, goals are achieved and barriers are lifted. Hope you learn something from this post. Insya’Allah. πŸ™‚

 

p.s. By the way, if you wish to discoverΒ a simple & halal way to create a positive monthly cashflow and calculate your net worth for FREE,Β then please click here…

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This post was written by:

- who has written 437 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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