Anonymous
What advice would you give budding financial planners who are just starting out?
Not an insurance agent, but I saw my friends who started out as insurance agents struggle a lot with building up their connections, cold calling, poor reception from the general public.. How did you deal with these challenges and how would you advise them?
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Val Yap
18 Nov 2020
Chief Executive Officer and Founder at PolicyPal
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Hi Anon,
It is important to remember to remain curious and make a constant effort to learn about what consumers want.
As a financial advisor, you should have a strong passion and desire to help individuals achieve their financial goals. Being in the industry that serves the people, it is important that you be genuine and be open to show showing vulnerability to others.