Sales Tips

Aug 2019

9 Tips for Success in Selling Financial Services

Selling financial services doesn't have to be overly complicated. Simply bring your expertise forth during the sales process.

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5 Reasons Why Clients Might Not Want to Refer You

If you are not getting referrals, you need to address this issue as a matter of importance. Here are 5 reasons why clients might not want to refer you.

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4 Financial Adviser Prospecting Tips for Attracting Wealthy Clients

Anyone in the financial industry will tell you that prospecting is their no. 1 challenge. You must overcome a lot of obstacles just to meet with clients.

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5 Crucial Guidelines for Effective Sales Leadership

Leadership is a difficult subject to master. There are just guidelines, perceptions, and generalities, which makes the art of leading so hard to master and teach. Nowhere is that more apparent than in sales leadership. A great sales role model or sales coach has the power to transform you and your entire sales force.

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This monthly newsletter collects popular topics and tips to improve your sales skills in the rapidly changing world.

Sponsored by

Li Wei,

High-Net-Worth Financial Services Group Director from AIA Singapore

About Me >

Give a man a fish, and he will be hungry again tomorrow; teach him to catch a fish, and he will be richer all his life.

--Anna Isabelle Thackery Ritchie

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