Calling all financial consultants

[malichan]

Hi

I'm thinking to setup a private chat group for financial consultants only, to request and exchange quotes and exchange of ideas.

Mainly is to help each other by having easy access to quotes of companies we don't have access to, to make comparisons for clients.

It can also be a place to ask questions regarding other companies products or new launches etc.

No obligations to share any other stuff if you just want to exchange quotes.

Will be setup via telegram so you don't have to reveal your personal phone number too.

PM me

 

[fjournal]

Hi

I'm thinking to setup a private chat group for financial consultants only, to request and exchange quotes and exchange of ideas.

Mainly is to help each other by having easy access to quotes of companies we don't have access to, to make comparisons for clients.

It can also be a place to ask questions regarding other companies products or new launches etc.

No obligations to share any other stuff if you just want to exchange quotes.

Will be setup via telegram so you don't have to reveal your personal phone number too.

PM me

All agents are selfish thus not sure why would anyone want share info like this

Sent from Samsung SM-N970F using GAGT

 

[Value.Matrix]

All agents are selfish thus not sure why would anyone want share info like this

Sent from Samsung SM-N970F using GAGT

It makes sense if you are an agent and want to provide the best quote. Just like real estate.

If you can co-broke and get some fees while helping client get better deal, why not? Especially tied agent in Pru and GE.

 

[Thoreldan]

Not an agent, but always curious if agents out there are worried that they get disrupted by technology one day?

AI + big data and the likes, with capability to fulfil client's requirements without hefty commission charges.

How would u react if one day your company announces an agentless roadmap for the company ?

 

[fjournal]

Not an agent, but always curious if agents out there are worried that they get disrupted by technology one day?

AI + big data and the likes, with capability to fulfil client's requirements without hefty commission charges.

How would u react if one day your company announces an agentless roadmap for the company ?

Wont la they say online insurance comparison will kill end up u see more audi bmw purchase from agent.

End day agent sell based on relationship not product.

My mother buy insurance like nobody biz bcos the agent drive her ard like driver. Every year give mooncake give calendar ask her she buy what policy which company she only know the agent name cos agent keep switch company

Sent from Samsung SM-N970F using GAGT