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.

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!

Clara & Patrick. AIA-SP Victor Lim

Patrick and I met Joan up for a refresher training session on how to use HQ for our business and workflow. We found it very useful. And I think that you'd find it valuable and interesting getting to know Joan.

Dylan Ng. Financial Advisor. PIAS-Apex Wealth

Joan came to our agency to present and bring us through using the HQ system and we found that she is highly effective in helping us to engage our clients in a more meaningful and interesting way. I think you will not regret meeting her.

Ivy. Executive Financial Consultant. Prudential

Joan’s bubbly and helpful nature is an asset as she is able to connect and relate well with people. It’s a pleasure working with her! Not only that, she is also someone who is detailed, listens intently, and is conscientious. Even after-sales, she is all about making sure that we FCs like us make the best out of the system and services that her company provides and not let our investment go to waste. Appreciate your time and work very much Joan! All the best!!

Sally Chew. Senior Financial Planner, Great Eastern

I just want each of you to know how great Joan is! She came to support us with her 100% to walk us through how we can best maximise the potential of HQ for ourselves. She’s the person you want to meet in the morning - contagious happy vibes! The session went so well because of her genuine effort and patience with us. Through her training session, I am able to fully optimise my usage of HQ. Thanks Joan for the blessed session!