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Joan Tong

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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How to Create Better Spending Habits

Spending money is a fact of life, albeit one of the fun ones. Another fact of life: How you spend your money is just as important to your financial success as your decision to save or get out of debt.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Joan Tong
 
 
 
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This newsletter is not representative of the views of the company.

© Joan Tong, All rights reserved.

Testimonials and Referral Notes

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Martin. Financial Services Director. AIA-RTP

Joan came down to our agency today to bring us through on how we can use HQ for our financial advisory & sales process. I found it useful. I think you'll benefit from meeting her. Enjoy!

Eric Weng. Financial Services Consultant. AIA Singapore

I met Joan for a refresher training and I found it truly useful and refreshing. I'm excited to see how HQ helps me in my business. Her positivity is infectious and she's friend & approachable. I think you'll enjoy meeting and learning from her.

Wil-son Lee. Dynamic Group. Manulife Financial Advisers

I finally had a face to face meet up for a training conducted by Joan. For the past two years, I was exploring how to use the HQ system by myself and with the support by Joan & team. Joan is ever cheerful and has been prompt in helping me via WhatsApp. Addressing the technical issues I faced using the system and how I could utilise many of the functions HQ provides. Till date, HQ has enhanced features which helps me with servicing my clients. I have referred friends who found HQ fascinating and consider getting this system to help in their course of work. Will continue to refer others too. Appreciate the HQ team and special thanks to Joan!

Yugi Toh. Financial Services Director. Top of the Table. Prudential Singapore

Thank you HQ for creating the platform and act as a channel of word of mouth to let my clients know more about me. It is just a link away with a simply click then can let clients promote my good work by accessing my testimonials and share around with their circle of friends. Meanwhile, it helps me to manage and value add my clients on monthly basis. The articles are very creative and insightful and my clients love this initiative so much. On top of that, HQ acts as an admin to remind me to do list and sent the personalised greeting card to clients by just preset all the contents into system then I can have a peace of mind to focus on my daily meeting. We all know that we got to do something special for our clients, try out HQ, it is the most convenient and efficient channel 👍🏻

Andrew Chuah. Financial Services Director. Prudential Singapore

When Joan came to our agency, we found her to be an engaging trainer who's helpful, fun-loving and is genuinely invested in positioning us well. I'm grateful for her and her team's support and I strongly recommend her and the company HQ. She's someone you should get to know and meet. You won't regret it!

Natalie Choo. Prudential Singapore

Joan came over to share with my team on how we can maximise the usage of HQ for our advisory business. I think you’d have fun meeting her up!