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Joan Tong

In Touch

A Monthly Curated Newsletter

Change is hard. To force change is harder. They usually don't last. Perspectives however, are easier to accept. They change our minds and maybe that's what we need more than change itself. I hope you enjoy these articles.

7 personal finance resolutions you'll be able to keep — and how

It’s always nice to start afresh for a new year. That’s why we make promises to ourselves to change a habit or start one, in order to become a better version of ourselves.

BOOK REVIEW: THE RICHEST MAN IN BABYLON BY GEORGE S. CLASON

I stumbled upon "The Richest Man in Babylon" by George Clason more than a decade ago. It was one of the first books I read in my pursuit of financial literacy and empowerment.

What Really Makes The Rich Get Richer And The Poor Get Poorer - The Five Laws Of Gold

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Proudly Brought to You 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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Testimonials and Referral Notes

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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 👍🏻

Jasmine Wu. Executive Financial Consultant. Prudential Singapore

Joan is a passionate & helpful individual who cares about positioning users like myself well to clients, especially in terms of client acquisition and retention. She's also good at breaking down the steps on what we can do to make the best out of the platform and shares tips that work. She's fun & humorous too, which makes her great to be around with anytime!

Jia Hwan. Financial Consultant. Eminence Group

Joan is a friendly and helpful person who helps us in our understanding of the client engagement system for our area of work and relationships. It was easy and interesting to follow, and I think this is a system worth exploring. You'll enjoy meeting her!

Desmond Fu. Financial Consultant

I had an interesting session with Joan on HQ and how it can be of use in our advisory process. It was a fruitful time. You should take time to hear her out for her input. Highly recommended! It’s awesome!

Jun Hao. Prudential

Joan came down for a refresher training for us and we found her to be funny and engaging. I think you'd benefit from meeting her.

Donna. Senior Financial Planner. Prudential Singapore

Joan is a reliable & effective person in helping people to engage their clients in a more meaningful way. She's also responsible, patient and helpful. You'll enjoy meeting her!