Research seems to point to the fact that those who engages in deeper conversations with others are happier people. This is what I call a happy finding. It levels with what makes us human. We speak, we listen, we feel, we learn, we take and we give. And deeper conversations allow us to lift each other up.
Why You Need to Start Having Deeper Conversations
Conversationally, introverts prefer to dive deep. We want to know what's really going on in your head, or to talk about something interesting we've read, heard, or watched, among other meaningful topics (link is external). And, it turns out, deep talk is actually good for us, whether you're an introvert, extrovert, or neither.
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I started out in this career believing that buying insurance products was a no brainer as it transfers our risk to the insurers.
Someone once said this to me : Did you know insurance is created by the rich and for the rich?
I guess indeed for the rich, they do have knowledge to capitalize on insurance/investment products to multiply what they already have. Hence, the potential insurance could bring for everyone.
How about the rest of us whom "are not so rich"?
I learnt the foundation of Financial planning and the first thing I did was to plan for my own family. To get rich? Nope. The first things my wife and I focused on was health, accident and protection plans. These do not make us rich.
What these plans does: 1. If we fall sick, we do not become burden to the family 2. If we passed on, our kids are able to survive till they can earn a living and our mothers are taken care of till a ripe old age.
I believe my concept of PROTECTING the family first, is important. How do I plan for others if I cannot even take care of my own family planning first?
I hope my clients could trust me to plan for their protection too.
Clarissa Referred Client since 2019
I have known Wil-son for approximately 5 years. I started supporting Wil-son by getting a investment linked policy from him.
He follows up, by helping me to monitor the funds frequently, and informs me of new opportunities whenever there is one. He is also very willing to share his knowledge about funds and investment.
He also frequently checks in on me and my family, he feels more of a family friend than a financial planner.
Though Wil-son is rather new in the insurance field, he is constantly trying to learn new things. Certain questions that I have asked Wil-son, he answers without biasness, a trait that I seldom see in other agents.
Moreover, Wil-son is very honest, he clearly tells you that he is uncertain when he does not clearly know the answer. He does not just stop there, he will find out more information and give me a detailed explanation.
Wil-son is also not pushy, he starts off by understanding about my situation before advising me on what policies to get. He does not pressure you to get a policy from him, this trait made him stand out as a trusted financial planner.
Wai Fong Retiree Client since 2020
2020 has been a trying year for everyone with the ongoing pandemic, and more so for me. In August 2020, I was unexpectedly hospitalized for the first time in my life (besides pregnancy and childbirth, that is) for appendicitis. I was distressed over my health and hit by the realization that I did not have a hospital plan that could cover my hospital bills.
Given my age, I was also unsure on whether insurance companies would be willing to provide me with the adequate coverage. I was then introduced to Wil-son by my daughter, who went the extra mile to search and analyze insurance policies, before patiently explaining and recommending the most appropriate coverage for me.
I am much appreciative for the patience and support rendered by Wil-son during this difficult period and his sincerity and genuine concern towards his clients.
To me, he is not an agent, but a trusted family friend.
I am truly glad to met Wil-son during my financial planning journey.
Wil-son always put in the extra miles, to manage my expectations, and needs by comparing the policies across the various companies.
Over the years, we became friends, and I could bring up difficult conversations to discuss with him. Thank you for the friendship and for all the advises along the way.
Hui Kwok Hong Client since 2017
Wil-son's an attentive and patience chap. Great attitude and manners.
Went into details with me regarding my doubts n questions throughout the session.
Went an extra mile compare and adviced my previous policy and current ones.
He's one of the main reason why i choose the current policy. Trust and reliability.
Thanks Mr Wil-son
Dr Jerome Joseph Founder & Chief Experience Officer of The Brand Theatre Worldwide Head Brand Coach of Global Brand Academy Ranked No 2 globally as a Brand Thought Leader
This is Dr. Jerome Joseph.
I just completed my two day Brand Mastery and I got to meet Wil-son.
Wil-son is AMAZING!
I love how he IMMERSED himself in brand building and really looking at SUCCEEDING in the marketplace.
Kudos to Wil-son.
Wil-son I know you gonna be a STAR. You're a GEM.
I look forward to seeing your brand SHINE and Making A Difference.
