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Pushy

Four Effective Habits Of A Good Financial Planner

October 16, 2009 By Dexter Chan Leave a Comment

I got a chance to meet up with a Prospect today armed with a Brochure from other Insurance Company, trying to size me up after being “brain-washed” by the other Financial Planner on how bad (the plans, the company, the claim, the structure, in short everything is bad…). End point is that the Prospect is […]

Filed Under: Financial Planning Tagged With: Explain Clearly, Financial Planner, Good Habits, Guaranteed, Pushy

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