Top Performers Sharing Session May 2019
Date : 17th Jun 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 May 2019.
Chong Su Ean said, “Study and understand the funds you pick. The fundamental will beat the noise/sentiment in the market at the end. So you yourself must be confident to the fund you pick and update your clients time to time.”
Dennis Chin said, “As adviser, we should focus on the concern of our clients regardless of the economic status and provide advice to them. Particularly in time of uncertain economic, we should advise client to look into their risk management aspect either personal or business such as asset protection.”
Rebecca Lim said, “There is no best or perfect plan as we have no crystal ball to tell us what is going to happen in our future life. We always advise our clients to have Plan B/insurance for common risk based on their needs and affordability. It is better than totally ignore the risk.”
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