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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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Rossellini & Emelyn. Senior FCs. Eminence Group

We got to know HQ services thanks to our colleagues who got signed up lately for the refreshing features and reminder functions that they had to offer for our work processes. We think it's worth exploring and finding out more from Joan and her team on how it can be beneficial for your business! And thank you Joan for the session and for taking the time to bring us through on how we can use and maximise the HQ system! It was easy to understand and useful. All the best!

Charlene. Wealth Strategist. DRF

Joan is a helpful person who aids in my understanding of the system. She is good at articulating and illustrating how best we can use the system in our workflow. I found it useful and interesting meeting up and getting to know her. You'd enjoy meeting her too!

Cassie Xu. Financial Services Consultant. NTUC Income

Joan came to our office premise to conduct a session on how best to maximise the use of the client engagement platform, Headquarter. I found it very useful and it was fun. I think you'd enjoy getting to know her!

Elicia & Team. SP Stanley Fu. AIA

Today we had a fruitful session with Joan on how we can use HQ for our advisory system. Do take the time to listen out to her interesting ideas!

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 👍🏻

Vanessa Low. Associate Financial Consultant. Prudential

Joan is very adept at explaining how the system works and she's good at demonstrating we can maximise the HQ system. We found the session to be insightful and practical and I highly recommend any salesperson out there to adopt this system.