Spreading Financial Literacy with a Smile

Spreading Financial Literacy with a Smile

As a financial advisor you will meet customers who do not believe in investing. How do you respond to such customers? We hope you do so with a smile!
The 47 advisors from AIA Master District Director Jake Yu’s team respect a customer’s right to hold a differing opinion. They also know how to carry themselves with confidence and a smile. 
They have learnt to show customers how debilitating 2.5% inflation can be over a ten-year period. Using a factsheet, they can deploy a simple compounding calculation to show that a 7.2% annualised return doubles a customer’s wealth in 10-years. Using these simple tools, they can even show their customers that actively managed funds often create more wealth than exchange traded funds.

The advisors from this team do not handle objections. They spread financial literacy with a smile.