A Fun Day in Wealth Management Sales
No. 1 - Introducing Products In Retail Banking
Typical Retail Wealth Management Products:
Insurance-Linked Products
Unit Trusts
Structured Products
Customer: I don’t like Insurance and I...
Famous Birthday in August
Famous Birthday in August
George Soros
Birthdate: 12th August 1930
Chairman of Soros Fund Management
Famous for: "The Man who broke the Bank of England." He shorted US$10 billion...
How Do You Conduct a Year-End Review for Your Clients?
How Do You Conduct a Year-End Review for Your Clients?
Every year-end, comes the moment of truth for Wealth Managers, Priority Bankers, Private Bankers, Portfolio...
The Biggest Shocks After Mastering the Global Financial Market and Investments
The Biggest Shocks After Mastering the Global Financial Market and Investments
Following Warren Buffett or George Soros, and possibly earning millions of dollars from the financial...
Popular Birthdays in January Week 2 (8th – 14th)
Famous Birthdays in January Week 2
What happens if your client's birthday is the same as celebrities like Jackie Chan, Jet Li, Michael Jackson, Taylor...
Most Popular Investment Theories Clients Ask Wealth Managers
Most Popular Investment Theories Clients Ask Wealth Managers
What is Value Investing or Fundamental Analysis? What is Modern Portfolio Theory and Dollar Cost Averaging?
Wealth Managers, Personal Bankers, Private...
What Investment Products Can You Place in Your Clients’ Portfolio?
What Investment Products Can You Place in Your Clients' Portfolio?
Got an investment idea? Or want to tilt the portfolio to a more Asian-centric allocation?...
Why Advisors End Up Focusing on Insurance, Estate Products, Less on Investments?
Why Advisors end up Focusing on Insurance, Estate Products, Less on Investments?
Insurance and Estate Products - Most advisors focus on these products over time, less...
How do you Manage Clients during Financial Crisis & Market Downturn?
How do you Manage Clients during Financial Crisis & Market Downturn?
It is never good news for wealth & investment professionals during market downturn and financial...
Popular Birthdays in January Week 1 (1st – 7th)
Famous Birthdays in January Week 1
What happens if your client's birthday is the same as celebrities like Jackie Chan, Jet Li, Michael Jackson, Taylor...
