What can you expect when you’re working as a Financial Planner?

Being a Financial Adviser means covering all areas of the client’s financial needs, and it also means having unlimited earning potential. To a certain extent, there is no limit on earning potential...Open to read more:

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Where do you see yourself in five years?

Where were you five years ago and where are you now? A lot of things can happen in a span of a few years, which is why creating a five-year plan helps you to decide on a targeted and clear goal, and direct your efforts into realising that goal. Open to read more:

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What is the third-generation curse and is it real?

According to a 20-year study by The Williams Group involving over 3,200 families, it was found that nine in 10 families tend to lose their wealth by the third generation. This third-generation curse states that the majority of wealthy families will lose both their wealth and their business as soon as it reaches the third generation. Open to read more:

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How to get your first client and retain them

When you become a Financial Adviser, you'll soon realise how important it is to create and retain relationships with clients. Prospecting is the process of finding new leads and converting them into paying customers. And for Financial Advisers, prospecting is their lifeblood as it helps bring in interested leads. Open to read more:

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The types of clients that you will encounter as a Financial Planner in Singapore

If you don’t already know, working as a Financial Adviser means meeting people from all walks of life. If you don’t sharpen your communication and people skills, you will find yourself having trouble building and retaining client relationships. Find out the common types of clients you will meet as a Financial Adviser… Open to read more:

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10 Financial terms that you should know to make better financial decisions

People who have very little understanding of financial literacy are susceptible to making poor financial decisions. Since wealth cannot be achieved overnight, you need to have good financial literacy to better plan and manage your wealth. To help you make sound financial decisions, here are some financial terms that you must know and understand. Open to read more:

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