Saturday, April 20, 2024

Mortgage Calculator

Sales Tools

Email Template

More Tools Coming

  • Compounding Calculator
  • Real Returns Calculator
  • Annuity Calculator
  • Regular Savings Calculator
  • Bond Price Calculator
  • Bond Yield Calculator
  • Stock Valuation Calculator

More Tools Coming

  • Commission Calculator
  • Before and After Switch Calculator
  • Retention Bonus Trade-Off Calculator

Management Tools

  • Email Template
  • Greetings
  • Association
  • Current
  • Opportunity
  • Research
  • Quote / Analytics (Lends Credibility)
  • Scenario
  • Action
  • Follow Up

Reality Check: Got a new job as a RM? What’s next?

  1. How long would you really be staying in this co.?
  2. How long would you really be staying in this job?
  3. If you think you are in a great company, think twice.  Why?
  4. So everything is in place.  Where are your clients?
  5. So you have acquired your clients.  How much money do they have?
  6. Assuming they have ready sums to invest.  Is this the right timing?
  7. Can you trust your house Views?
  8. Can you trust your experts?
  9. Can you trust your clients?
  10. Can you trust yourself?
  11. Should you have accepted the role in the first place?

Read More:

Caproasia.com is the leading financial media platform in Asia. Covering capital markets, investments, private wealth & family office in Asia for 11,000 + elite users. Driving $28 trillion of assets in Asia. Our users are rainmakers, dealmakers, risk takers and game-changers. Each manage, advise and invest $20 million to $3 billion / $30 billion of assets in Asia.

Caproasia is a financial information technology co. with 4 businesses in Media, Information, Services & Technology. Caproasia products & architects includes Caproasia Access, Caproasia Intelligence, Caproasia Institute, Squirrel, Pluto, The Financial Centre Marketplace & more.

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A financial information technology co.