Setuju dgn view
Hari tu x sempat nak tambah personal komen. Hari ni baru dpt bernafas sikit minggu ni.
Mcm cakap, dh penat belajar, ambik exam (both CFP dgn IFP), takkan nk fokus jual products jer.
Senang cerita, kalau fokus on cashflow, asset dgn liabilty, lagi byk benda kita boleh bantu client, dan dgn tu senang klien nak nampak value yg kita bagi.
Hari tu jumpa dgn , for WVA punya board meeting (konon2)…, And Idham cerita tahun ni experience dia dgn klien lain as dia dh dpt realization what being a financial planner is all about. And the result is dari x pernah dapat auto referrals, his clients are referring their friends to him.
Semalam ada event with Sam dkt RHB Trustees and we mentioned that since jadi financial planner, ada time utk relax and wind down sebab client x banyak. Compared to time masa jadi unit trust / takaful agent dulu. So skrg boleh juga take break, buat benda2 yg kitaorg nak.
Kenapa cerita semua tu?
Sebab asal dia adalah dari collect data cashflow, asset and liability la…. Itu jer rahsia dia.