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Showing posts from June, 2020

[Jin] 3-6-2020 - Ultimate Estate Planning FOCUS to be professional

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Strategy: - Multiple incomes: - In lieu of the main business. - e.g. Estate Planning + Insurance + General Insurance. - Built Income, not to build fame. Rethink:  - Last time work for fame - sell endowment all the way. - Now have family, have to be practical. Long term income, not to get controlled by the agency's direction. Function in a good manner, and fine-tune. - Improvement thru the journey. - Stability & Long term income. Interruption (Client calling): Jin's skill to close Wasiat (Using Hibah, Harta Sepencarian, Faraid) - Subject to Faraid, Wasi cost is high. - Al-Salihih, RM 1500 - RM 2000 (Standard) - Harta Sepencarian. RM 1000 + 1 off. (Good): Greet- Abang Juggling 1) Not a issue 2) Give an opportunity 3) Not angry, just serve clients 4) Apply knowledge & skills Debrief Give value After presentation, need to pull the client back Look, what is next step (make client engagement) Closed Insurance,