maxnew 寫道:
true, not many people like letting others know what exactly they are thinking...
因為有時見客感到如可以全面D幫到佢會prof. D 之余, 真係做到真正的financial planning. 雖然公司未必可以有debt restructuring and re-mortgage 的 service, 但可以refer比做bank 的friend 嘛! 咁唔係好好多咩? :wink:
maxnew 寫道:
to be accurate, I don't consider myself as a "sales" since I am not pushing out products. I consider myself as a consultant or advisor instead.
for the term "sales", are just like sales in the store or on the street, "blindly" pushing the brand's product in order to make sales and to survive within the company or to secure the job...
That's why the tellers in banks are so aggressive in selling the products which they don't 100% know the ingredience of what they are selling.
dummypimp 寫道:
Unless your target customer is a high net worth segment, say, "at least" over HK$10M net worth or above for you to manage, otherwise, talking about 全面的理財策劃 is something very theoretical and useless.
Although there are some financial product and unit trust or saving plan that are targetting to retail customer, so-called letting them to enjoy the benefit of diversification or 全面的理財策劃, yet the transaction cost incurred do not justify the diversification. So, merely a gimmick !! This is something for institutional clients or high net worth individual ....
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