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Results: 4

Putting the wow into retirement planning   image

Chin Soon Gan

Aug 30, 2024

Putting the wow into retirement planning

Help your clients discover their magic retirement number and make their retirement a sweet victory using templates, concepts and real-life stories. Gan shares how to engage your client powerfully and pivot from product pushing to advice that leads to a customized plan best suited for their long-term success. 

Putting the wow into retirement planning

Chin Soon Gan

Aug 30, 20245 min

Putting the wow into retirement planning

Help your clients discover their magic retirement number and make their retirement a sweet victory using templates, concepts and real-life stories. Gan shares how to engage your client powerfully and pivot from product pushing to advice that leads to a customized plan best suited for them.

Chin Soon Gan

Sep 29, 20213 min

How to attract the clients you want

Be ambitious in getting the type of clients you want. You just need to know where and how to get them.

Chin Soon Gan

Aug 31, 20214 min

How to ask for referrals from clients

Referrals are a cost-effective way to bring in very valuable prospects. Gan Chin Soon shares effective ways you can ask clients for referrals.