In the past, most of the financial planners needed one skill to be “successful”, which is the ability to sell, and get clients and will be solely compensated by commissions, if the planner unable to keep finding new prospective clients to sell to soonest or later the income will quickly go to zero. However, as the need by the consumer has shifted, the key abilities are technical competency to give the right advice, and empathy skills to form and deepen the client relationship and the sales and business development will then comes later.
Success often begins with a shift in mindset. Transformative thinking is rooted in empowering beliefs that propel individuals toward their goals, enabling them to overcome obstacles and achieve their full potential. Here are key empowering beliefs that cultivate a transformative mindset.
The workshop aims to empower participants with fundamental knowledge and skills related to (the recent major changes in Malaysian taxation), enabling them to make informed financial decisions and enhance their overall financial well-being.
A properly structured estate plan can greatly impact the future of your beneficiaries, as well as provide you with peace of mind that your spouse and children will be accounted for after you are gone. In the same way, a well-defined succession plan ensures your business and legacy will be passed on to the next generation or transitioned to key employees. Many business owners are not motivated to act until ownership transition is a clear, present, and pressing need. Unfortunately, by then it is often too late in the game. By identifying the various structures for Business Succession Planning, the business owners are more likely to have a successful management and ownership transition in the future.