Top Performers Sharing Session August 2019
Date : 23rd Sept 2019
Time : 9:30am – 11:30am
Venue : Harveston Office
This month we are happy to have the following top performers to share with us their achievements and practical experience in August 2019.
Chong Su Ean said, “Diversification in investment is something we always talk about but diversification in currency is rarely discussed in the market. We should bring this to our clients and let them understand more about this.”
Dennis Chin said, “We should review our income just like how we do for our clients. This helps us to keep track on our own target along the way.”
Tango Chong said, “Sales eventually will come after you meet more prospects and review their financial status or discuss about their financial needs. What you plant now, you will harvest later.”
Siti Aisya said, “EPF launches i-Invest Online Platform enabling unit trust investment directly from EPF account. This might be a challenge to some agent whose main income from EPF investment. For me, I see the challenge as opportuniy and now my investment portfolio grow even bigger now.”
Hui Teng said, “Managing client expectation is something very important in servicing line. It helps to build trust and long term relationship with the clients.”
For further enquiry, please contact us at 010 209 3299 or drop your message at https://www.harveston.com.my/contact-us
We would like to bring to your attention that the name Harveston is being used for fraudulent purposes. We have received reports that scammers are using our name to deceive people and engage in misleading activities.