Unit Trust Investing Coach

16/10/2024

Dear all,

Please note that our IG account has been hacked. Please do not respond to any message form there.

Thanks

15/10/2024

Throwback to our last day of UT ILP Sales Investment Master Class conducted with the Prudential family! Diana Ng, Ramesh, Cindy Mak, and Jasper Seah’s team!

Such bright and energetic teams, full of laughter! Wishing you all the best in closing more sales after gaining insights from New Light!

14/10/2024

We hosted an exclusive preview of the UT/ILP Investment Sales Master Class for Master District Director Daniel Yow and his team.

🥳🥳 Congratulations to Michelle Tan for winning the quiz prize!

04/10/2024

Conducting Day 2 UT ILP Investment Sales Master Class in Prudential. Its raining heavily outside, but thankfully we’ve got a team of energetic trainees, so we are all wide awake! 😂

21/09/2024

🍰🧁Are You Being Served?

Had a go at the all dessert buffet from Chateraise with Zoe Soh. Ninety minutes is what you have. We gave up after one round.

19/09/2024

💎An Awesome Question !

During the recently concluded UT/ILP Investment Sales Master Class for SP Jamson Chia I was asked:

“How do I manage my client’s anger/fear when he faces losses and wants out?”

It is natural for clients to feel angry when their expectations are not met. If a client expects profits in 3-5 years and this doesn’t happen then it is natural for them to be angry or upset. They could also fear a further deterioration and may want to exit the investment.

As professional financial advisors we know that across all equity markets there are double digit chances of losing money in 3-5 years and we are aware of the magnitude of losses. This has to be shared with customers before they invest.

We also have to share with customers that some long-term returns can be weak. To over come these, they should top-up their investments when they are down.

To avoid anger and disappointment make the customer aware of what may happen in the course of the investment journey.

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Client Testimonials- https://lnkd.in/gNzMCAVq

  
  

18/09/2024

18/09/2024

We are grateful to Director for the energetic class. We hope that everyone who benefited from the session can close more cases using the insights shared during the class.

18/09/2024

Today is last day of the Master Class for these attendees from & SP Odyssey.

Today we go through the list of AIA ILP to understand what constitutes a good fund, what is a not so good fund and what can we do about it. We also wrap up by understanding what is the role of the FA in the arena of investments!

New Light would like to wish everyone who attended our “UT ILP Investment Sales Master Class” a fruitful and successful journey ahead!!!! 🌟

17/09/2024

On day 3 of the UT/ILP Investment Sales Master Class, attendees learn what to do when markets go down 📉 .

⚠️ This is very important as a sharp fall can often result in very weak long term returns and we surely dont want that for the customer. 🙅

16/09/2024

Difficult Things!

Our first promise to customers of pooled investment products ( unit trust, ILP, EPF) and the financial advisors who provide these products is, ‘ investing can be easy’.

We make investing easy by conducting research on the controllable factors of investing. Our research shows advisors what they can realistically do to generate profits for customers. Since we make investing easy, the natural question to ask is, ‘what is difficult?’

The truly difficult things in investing are:

1. Letting time do its thing. It’s not easy to visualize 10 years and be prepared to largely ignore the portfolio for this period.

2. Not be tempted to book profit at every 10% gain. If we are chasing a long term compounded return then how much sense does it make to keep acting on the portfolio and create reinvestment risk. The portfolio manager is in any case booking profit at stock and asset class level.

3. Too frequently provide the customer market updates. Some advisors spend a lot of effort to send out daily, weekly and monthly fund and market updates to the customer because of a desire to show that they are doing something.

In the photo we are doing something different. This time the prize during the preview presentation of the UT/ILP investment Sales Master Class was given jointly to three advisors - Kaylen Lee, Shannon Lee & Adelene Toh, from Director Jasper Seah’s agency.

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Client Testimonials- https://lnkd.in/gNzMCAVq

16/09/2024

On day 2 of the UT/ILP Investment Sales Master Class, attendees undergo role play. Role play is done so that attendees learn how to communicate the concept to customers and close cases.