Jiale Financial Planning

Jiale Financial Planning I am an authorised Financial Consultant representing finexis advisory Pte Ltd

Jiale is an award-winning financial practitioner and a personal finance content creator. For his relentless efforts in creating value for the community through social media to enhance financial literacy and for successfully building an attraction business model, Jiale was conferred the winner of the Digital Agent/Agency Leader of the Year, Asia in 2018 and also a finalist in the same category in 2

020. His business is now 100% powered by serving existing clients and passive introductions. He is currently heading and driving movement amongst financial advisers in Asia: A business philosophy that focuses on serving the community above everything else. He is also the host of the upcoming The Adviser of Advisers show, an interview show featuring the top financial advisers in Asia.

08/01/2022

PARAPLANNER WANTED!

Business is expanding and is looking for a paraplanner to assist in insurance recommendations and policy processes from application to post-sales servicing.

Job Requirements:
- Minimum 1-3 years of experience in the financial advisory industry
- Certified in CMFAS (HI, M5, M9, M9A)
- Service-minded, positive working attitude, responsible, willingness to learn and take up new tasks as and when assigned

Compensation:
- $2,200 - $2,500/month

Working Hours:
- Full-Time Position

Location:
- 100% work from home

Interested parties please DM me or text me at 97865900

Please share this with your friends whom you feel are suitable for this role too!

Thank you and have a nice day! 🙂

24/11/2021

My father nearly disown me for this video. But I just wanna share how to better achieve success 👀

10/11/2021

How I quit school on the first day to join insurance without telling my mum. Thankfully, things turned out well. It could have gone horribly wrong. Kids, do not try this at home 😂

05/11/2021

How do we stand out when many advisers are hopping onto social media? :')

27/10/2021

Oftentimes, we look at the wrong places.

When our clients don't give us referrals, is it because our referral-asking method is poor, or maybe because we are not competent enough as an adviser? 🙃

You have been warned. This video is a tough pill to swallow.

20/10/2021

I believe there may be two key pillars to a strong personal brand. Your online presence is one of them. But the other pillar is the real deal 👀

13/10/2021

There is this ONE question I always ask my clients.

"What is one thing that needs to happen in this appointment to make sure it is a successful one for you?"

I believe it is powerful because it helps me to stop talking and start listening.

The truth is, people buy not because they understood what you say. They buy because they feel understood by you.

Do you agree? 🙂

06/10/2021

To attract clients, you must master these 3Ps:

1) Personal Brand
2) Positioning
3) Process

Personal Brand is only the tip of the iceberg. Positioning and (Sales) Process are the bulk of the iceberg below sea level.

Do you agree? 🙂

29/09/2021

If you want to get a butterfly, don't chase after it. It will fly away.

Instead, build a beautiful garden.

Fill the garden with beautiful flowers. Supply it with lots of sunlight, water, and nutrients. The butterfly will come by itself, and maybe it will bring other butterflies along.

Stop chasing, start attracting 🙂

"I have known Jiale since our secondary school days when we were in the same track and field CCA, and recently contacted...
27/09/2021

"I have known Jiale since our secondary school days when we were in the same track and field CCA, and recently contacted him again to purchase a policy.

I first contacted him 1 year ago, and he helped to perform a comprehensive review of my existing policies back then, and gave a few recommendations to me. Although I did not purchase from him back then, he wasn't pushy about things. Things took a natural course and here I am - 1 year later, purchasing a policy from him.

Jiale is someone who is trustworthy and dependable - traits that he had since knowing him in secondary school. I'd recommend him to anyone looking for a sincere and knowledgeable financial advisor. Thanks Jiale! 🙂" - Fann Chua, Accountant.

22/09/2021

If I can paint an analogy to describe a great personal brand, it would be a combination of both:

1) An attractive icing
2) A solid-tasting cake.

The icing makes people come, and the cake makes people stay.

Do you agree? 🙂

Address

Singapore

Telephone

+6597865900

Website

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