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!

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!

Natalie Choo. Prudential Singapore

Joan came over to share with my team on how we can maximise the usage of HQ for our advisory business. I think you’d have fun meeting her up!

Corinne Teo. Prudential Singapore

Today Joan came over to bring us through on how we can use HQ for our benefit in our workflow system. Found it interesting and useful. You should hear from her!

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.

Hup Song. Financial Consultant. SP Group

My colleague and I met up with Joan for a session on how best to use and maximise the Headquarter client engagement platform. We found it useful and refreshing and I feel that she's someone you should meet! You won't regret it!