Asked by Anonymous

Did you attend any on-the-job courses such as "Policy Closing Masterclass" and "Referral Revolution", and if yes, how effective were the courses back when you were working as a financial advisor?

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  • Loh Tat Tian
    Loh Tat Tian
    Level 6. Master
    Answered on 05 Dec 2018

    Apologise to tell you I did not attend any such sales related courses. But what I can show you based on what I have learned in sales before some concepts that worked even for a corporate job.

    1-3-7. Why is it called 1-3-7? It is a follow up technique to be used for after meet up. 1 day after, call to check up on how your client is feeling. This will help to keep the ideas fresh.

    3 day after, people might be too busy to execute their plan. You can remind them of the appointment on the 7th day

    7 day after. Follow up as people can get too busy with life, and remind your client of the meet up.

    Hope this helps you

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