One of my business commitment is to get more clients onboard the financial planning process that I have packaged to help clients be clear regarding their existing circumstances, and using reasonable assumptions to project an accurate future lifestyle. From our client experiences, we realised that there are 2 major problems consumers face – Frustration &Continue reading “7Cs -> On-boarding Clients onto The Clarity Program”
Category Archives: Strategic
7Cs -> The 3-Hour Marathon
The reason why I center my commitments first from the internal self is because I believe when the self is “calibrated properly”, the other things in life will also fall in place. My 1st C is Commitment for Learning, 2nd C is Moderating Alcohol Intake and here, the 3rd C is The 3-Hour Marathon. TheContinue reading “7Cs -> The 3-Hour Marathon”
7Cs -> Moderating Alcohol Intake
One “not-too-good” habit that I have not been truly honest with myself for quite a while, is having a couple of beers too many. Sometimes after an intensive running/soccer session, it feels good to have an ice cold beer to cool the body down. Likewise, when the weather is so hot, you crave for thatContinue reading “7Cs -> Moderating Alcohol Intake”
7Cs -> Learning i.e. One Book per Month
Commitment to (Lifelong) Learning. One of my Top 5 CliftonStrengths is being a Learner. Ever since I started Financial Advisory in 2011, the vast amount of knowledge and practice management literature continually amaze me. Books on Inter-Personal Skills, Management, Self-Help, Motivation, Sales, Marketing and Business Strategies particularly attracts my attention. Not necessarily aiming to becomeContinue reading “7Cs -> Learning i.e. One Book per Month”
7Cs Goal Setting for 2024/25
It’s the start of the year where many organizations and individuals set goals to kickstart the year on a positive note. Over the years in Financial Services, I went through many different types of goal-setting. Although there are hits and also misses, the presence of a written plan is important to provide the general directionContinue reading “7Cs Goal Setting for 2024/25”
Wee Khai 