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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 β€” 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.

 
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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.

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

 
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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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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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Charles Tang (the better Charles Tang). Branch Director. Finexis

Today Joan came to address our advisory group and bring us through on how HQ can help our business. I think you will benefit from it and enjoy meeting her!

August Ong. SP Sharon Lim. AIA Singapore

Today Joan and I met up over how the HQ platform can be used in my insurance workflow system. I signed up as I was looking to better engage my clients and I found Joan's session to be helpful in giving me a better idea on how it can value-add my services to my clients. You should hear from her as well!

Samuel Wong. Financial Services Manager. Perennial Alliance. Great Eastern Life

We first had Joan come down to our premise to do a training with us on how to use the Headquarter platform. It was interesting induction session. Beyond that, she is also responsive and helpful and does her best to deliver whenever we need assistance and advise on how best we can use the system. I would like to thank Joan and her team for their continued support and dedication. Looking forward to working towards boosting and empowering our advisory system to the next level! πŸ’ͺπŸ»πŸ˜‰πŸ’ͺ🏻 Cheers!

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!

Eugene. Prudential

Joan met up with Jun and myself to go through how HQ can be used to benefit our advisory process. She did a good job explaining to us. We found it to be an interesting and refreshing session. I seriously think you'd benefit from meeting and getting to know her.

Martin. Financial Services Director. AIA-RTP

Joan came down to our agency today to bring us through on how we can use HQ for our financial advisory & sales process. I found it useful. I think you'll benefit from meeting her. Enjoy!