FPP-Forward

8M of Motivation Level Is motivation factor relevant to agency force? During my New-FPP class in year 2010, one of the participants quoted as saying “ James please give us more and powerful motivation so that I can go out to do sales or be a sales warrior” Mind-boggling, this is how I educate them: ‘ Too Much of Motivations Kills’ , just click video-link below to witness your self {:-)   Source: YouTube Thereafter, I share with them about 8M of Motivation level ! First and foremost allow me to share with you on how it begins {;-) During my early years ( 2006-2008 ) in Financial Planning, I am truly advocated to the concept of sales via Financial Planning (FP) approach. Where learning the ‘technical aspect’ and presenting sales via ‘technical approach’ of FP will create a ‘wow’ factor that potential customers will trust you and buy from you. At that time, I naively believe and was confident that ‘technical aspect’ promotes motivation to the agency force by acquiring the n...

Source: BFM 89.9 The Business Station A Rags to Riches Success Story and the Secret to that Millionaire-Destiny   with Dr. Jeffrey Chiew, CEO and MD - Estate Planners Sdn. Bhd. 07-Sep-09 18:30 [ Programme Segment: Moneywise ] Born in KL, Dr. Jeffrey Chiew is a legend in the insurance and personal financial planning industry. Dr. Jeffrey shares his journey to success and gives advice to those seeking the 'millionaire-destiny'.   ____________________________________________________ Dr. Jeffrey was born in the slums of KL and times were tough in his family of 8 siblings. his father was a petty trader and his mother was a laundrywoman. He had to give up his pursue of higher education and start working. His first job was with a specialist welding company, then he sold brake pads. Click the following link to (LED) Listen, Explore and Discover more Dr. Jeffrey Chiew : Success Story and the Secret to that Millionaire-Destiny_Part 1   ______________________________________...

Source:The Star http://thestar.com.my/news/story.asp?file=/2010/4/22/courts/6103345&sec=courts Thursday April 22, 2010   Businessman Gamal files caveat By M. MAGESWARI KUALA LUMPUR :  Businessman Syed Gamal Syed Kechik Al-Bukhary has filed a caveat to stop his stepmother and half-sisters from being appointed sole administrators to his late father’s RM400mil estate. Puan Sri Sofiah Moo @ Moo Nyok Yin, 67, and his half sisters – Sharifah Munira, 44, and Puan Sri Sharifah Zarah, 42, – petitioned the court for a letter of administration last year. Syed Gamal, 45, who is Tan Sri Syed Kechik Mohamed Al-Bukhary’s only son from his first marriage, filed the caveat on April 15 in a bid to be co-administrator of the estate. The High Court had fixed yesterday to hear an earlier application by Syed Gamal to be an intervenor in the petition but he withdrew it when the case was called up. Syed Gamal was represented by Zulkifli Che Yong and Azmi Mohd Rais while Datuk N. Vijay Kum...

Dipetik dari Berita Harian 2 Jun 2009 Abang maut ditetak adik gaduh rebut harta pusaka PONTIAN :  Akibat berebut harta pusaka, seorang lelaki maut ditetak saudara kandungnya dengan parang dalam kejadian di Kampung Jasa Sepakat, Pekan Nanas, di sini, semalam. Mangsa yang juga peniaga buah-buahan, Tahir Zainal, 41, mati dalam perjalanan ke Hospital Pontian (HP), di sini, selepas mengalami kecederaan parah di bahagian kiri badan dalam kejadian kira-kira jam 1.30 tengah hari itu. Timbalan Ketua Polis Daerah, Superintendan Muzammil Hashim, berkata anggota Balai Polis Pekan Nenas yang menerima panggilan mengenai kejadian itu kira-kira jam 2.50 petang, menemui mangsa dalam keadaan berlumuran darah di luar rumah berkenaan. Beliau berkata, berikutan itu, pihaknya membawa mangsa ke HP untuk rawatan kecemasan sebelum menahan suspek, adik mangsa yang berusia 36 tahun. Katanya, siasatan awal mendapati mangsa yang juga menetap di kampung itu pergi ke rumah pusaka arwah ibunya, kira-...

By Jean Yoh (KU REJOICE) [via an email: Thursday, December 16, 2010 1:12 PM] FOOD FOR THOUGHT 'MEDICAL  INSURANCE'  Dear James, For yr FPP training as AIA Excelcare PLUS & Medical cover plus is now the best in town and cover up to 100 years. Lately, we read of stories about a growing number of individuals who landed themselves in debt with credit card companies and banks for the medical expenses incurred. With health-care costs continuing to escalate, it is important that we have a safety net that would be able to help tide us over whenever we are faced with unexpected but increasingly expensive medical bills.   I advise people to include a c omprehensive medical plan in their financial planning portfolio . It is so important for one to have adequate medical insurance coverage. Even if  one is covered by his or her employer now, it is nevertheless advisable for  him or her to take up a private medical insurance because relying on the me...

Beyond Key-Man insurance & Cross-Purchase Insurance During my years in AIA-Financial Planning Department , I was given an opportunity to learn something beyond from my academy studies, which is insurance for businesses or in short it is known as Business Insurance . One of the most commonly known business insurance is Key Man insurance (KMI) and Cross-Purchase Insurance (CPI) In early years, I was trained to train key-man insurance in academy way, which is define what is key-man, taxation aspect of KMI, valuation of key-man etc. Similarly for Cross-Purchase Insurance , I learn and teach about f irm valuations or value of the firm, value of partnership or shareholding as well as overcoming ‘disparity issue’ like different ages, different holding etc. All this learning is marvelous; however to what extend does it translate into sales ? That’s really challenge me as a trainer that we suppose to train for results on top of merely train for knowledge. Abundantly since past 2...

Top 21 Sales Call Mistakes...And How to Avoid Them Source: www.bnet.com In the era of the Internet, face-to-face meetings with customers are increasingly rare.  Because of this, you want to make sure that your customer meeting goes smoothly.  With that in mind, here are the 21 things that you absolutely MUST NOT DO when meeting with a customer:   MISTAKE 1: Fail to plan the call .   Sounds simple, but trying to close when should be qualifying (for example) is a lost sale. Fix: Never enter a door without first thinking about what you plan to accomplish.   MISTAKE 2. Flirt with the receptionist.   It may seem tempting, but unless you’ve got soap-opera-quality looks, chances are you’re only going to annoy (or even alarm) the admin, who will tell the boss. Fix: Stay polite, friendly and respectful. MISTAKE 3: Be rude to the admin.   If you act all arrogant and superior, you’ll just antagonize the help. Fix: Once ...