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!

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!

Aderline. Financial Consultant. CO Wealth Advisory

A few of my colleagues met up with Joan for a session and we found her to be helpful and professional. She also did not hesitate to give us ideas, tips, insights and inspiration in which we found applicable. So it you're in the sales line, do get to connect with Joan and check out this cool HQ platform!

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!

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!