Tan Siak Lim Cfp Mba Email & Phone Number

Everyone wants to achieve financial success, and financial advisers help people achieve that!So everyone should be eager to be advised, correct?Unfortunately no, why not?Are you a financial adviser who sometimes finds it difficult to even start engaging with a prospect on financial planning? Sometimes you get brushed away before you can even start?Based on my 20 years of experience, it's because many advisers are either too salesy or pushy, turning off their prospects, or they might even be not very competent, especially in investment, and some clients simply are not convinced they can help.This is unfortunate but true. Also, there is no instant gratification in planning, so people keep putting it off.I teach advisers to resolve these fundamental issues, by coaching financial advisers to be competent, non-salesy and able to implement solutions for their clients quickly.The added benefit of being an independent FA is the ability to help the clients have more options to select the best product in each category, so the clients don't need to shop with another adviser. Also, since we are not a tied agency, the focus is never on selling life insurance alone. Investment (not ILP, but pure investments like UT, ETF, stocks), General Insurance, Estate Planning and mortgage financing are also equally important services. And all these businesses get equal weightage as far as production is concerned. Life insurance is not more important.General insurance usually has minimal objection to handle, since every car owner needs to buy car insurance, and we can help compare up to 15 insurers at the click of a button. Everyone wants this service, especially when it's free.Mortgage refinancing is also rejection-free, since everyone loves to save money on their interest payment.More importantly, General Insurance and Investment business provides annual recurring fees and commissions, so there is no need to hunt for business all the time. Once you build a good client base, you will spend most of your time doing servicing. There is no difference between new business and renewal business, and general insurance earns a flat perpetual commission, not a reducing commission like life insurance.Are you ready to do better for your business, at the same time provide better options for your clients? Are you currently stuck, and looking for strategies to have a breakthrough?If that sounds interesting, DM / PM / ping me.Or book a 15 min strategy call with me: https://calendly.com/tansiaklim/discovery-callFinancial Alliance is the largest IFA in Singapore.

Listed skills include Investments, Financial Advisory, Insurance, Wealth Management, and 14 others.