Top Performers Sharing Session March 2019

Date : 22th April 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 March 2019.

Chong Su Ean, “Meeting 2 to 7 clients a day is my daily routine. The meeting agenda not necessary must be related to business topic. Building repo with client is one of the important elements in servicing your clients.”

Lam Siew Ching, “Do and repeat your routine task and you will make your practice perfect. To me, continue serving your existing clients is better than finding a new prospect.”

Siew Leong Yew, “Working together with business partner able to create opportunities. In a new era, we need to learn and update ourselve with digital social marketing to apporach prospects.”

Thor Chay Kwian, “Understanding clients’ needs and standing at clients’ perspective and interest, we as an adviser work with business partner and look for a plan or solution to meet clients’ needs.”

Andrea Siew,”When you are doing your job well as a financial adviser, your clients will seek for your advice whenever there is something related to his/her financial/money or disclose everything to you.”

Richie Ooi, “Insurance is very important thus I am very serious on tracking my clients’ policy status to ensure no lapse and that make clients have trust on me.”

Rebecca Lim, “Have faith and belief in your service. It can give the confidence to your clients and they will know the planning help them in life.”

For further enquiry, please contact us at 010 209 3299 or drop your message at https://www.harveston.com.my/contact-us