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Joan Tong

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

Two Mothers Remembered - A Poem By Joann Snow Duncanson

Love both of your Mothers as both loved you.

 
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Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
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Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Joan Tong
 
 
 
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DISCLAIMER

This newsletter is not representative of the views of the company.

© Joan Tong, All rights reserved.

Testimonials and Referral Notes

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Shimin's Team. AXA Insurance

We had a great time with Joan today learning about HQ and how it could aid in our business. It was an interesting and engaging session and you should take the time to hear her out.

Zhongyong. Great Eastern Life

Today I met up with Joan regarding how HQ could enhance our advisory system and make it more robust. I picked up a few interesting ideas from her, and I think you’d learn a thing or two too when you meet her up.

Wenji. Financial Consultant. Prudential Singapore

A session with Joan reveals that she dedicated in her work in helping agents like myself service and retain clients in a more effective way. She's on-the-ball in helping us understand the system and also quick to answer questions that we may have. If you're in the financial services or sales line, do get to know Joan and check out how the HQ system can work for you!

David Choo. Director. Great Eastern Life

Joan came to our office to do a training session with us today regarding the HQ platform. It was fun-filled session. Not only that, we found it very interesting and engaging and we are excited about how their tools and system will help empower & add value to our clients, advisors and agency in the long term. Cheers!

Jessy Chai. Prudential. Pacesetters Organisation

Joan met up with myself and Cheng Hao on how we can maximize the use of HQ, a Sales OS platform. It was interesting and I think you should to get know Joan.

Cliff Chen. Senior Financial Consultant. Great Eastern Singapore

Joan was insightful in generating ideas in which I found practical. It was a very interesting session and I highly recommend any salesperson and practitioner out there to adopt this system from HQ!