The financial services (commonly also known as insurance) industry has gone through & is still going through a series of changes. With increased competition coming from banks and foreign financial institutions, most financial advisers are seeking ways to upgrade their skills in order to continue to do well in this industry.
While there are advisers out there who are still “peddling” insurance, selling to people what they may not need by focusing on a particular product, we have chosen to embark on a different approach of adhering to our clients’ concerns in life rather than just product selling. You don’t need an adviser to choose a product. You can read up on the products yourself & make your own selection.
If you went to a doctor today & he started recommending you this & that medicine/pills to you even before he diagnosed your illness, would you still take his advice? I think you get my point.
It is our belief that building a long-term relationship with our preferred clients is far more rewarding than a one-time sale.
We take much pride in providing our preferred clients with information that other advisers may not provide due to self interest. That may sometimes involve recommending solutions that go beyond the company we represent & sometimes even insurance itself. We do this to ensure that we always place our preferred clients’ interest before our own.
You will see in due course that the time and effort spent in doing a proper financial needs analysis to add value to our preferred clients leave us not much time to expand our clientele, which is vital to our business. It is therefore our choice and preference to work solely and exclusively with people who are willing to take personal responsibility for their financial health.
“People don’t fail because they intend to fail.
They fail because they fail to do what they intend to do.”
