Nick Chan | The Adviser of Advisers Show 011
Автор: Jiale Financial Planning (Tay Kah Lok)
Загружено: 2023-03-23
Просмотров: 1024
Описание:
Nick Chan flew all the way from Hong Kong (HK) to do this interview. He became #AgentNick in June 2018, and since then he has been making tsunami after tsunamis in Asia.
Not only did he achieve his COT in the first 6 months of his career, he went on to clear another 4 years of TOTs.
Not only is he the youngest director in Manulife HK, he also ranks #1 in the entire Manulife HK in 2022.
Not only is he running a team of 50, his team has 3x TOTs, 7× COTs, and 15x MDRTs - that means 1 out of 2 of his team members are qualifiers.
And the most awesome part is, Nick is just turning 29 this year. If he is not a wonder kid, I am not sure what he is. I have gotten so many gems out of this brother. And I can tell you it is not luck.
This episode will blow your mind, I promise 🔥
Here are Nick Chan’s answers to the following questions:
(00:00) - Intro
(00:59) - Background of Nick Chan
(04:18) - How did you do it?
(10:23) - Why did you agree (to join the financial industry)?
(13:29) - Did your previous job reserve a spot for you?
(15:47) - Nick’s philosophy about motivation and drive.
(17:08) - How did you let your team discover their internal drive?
(19:24) - How would you measure your rookie adviser’s KPI?
(21:02) - What are you doing differently from others?
(23:58) - Nick: “If you are a business owner, you would never say ‘no’.”
(25:48) - At which point did you start to build a team?
(32:49) - Why do you call yourselves BDE?
(37:05) - Are you okay with agents dressing informally?
(37:59) - How about first impressions?
(41:09) - What kind of training or culture do you have in your extraordinary team?
(46:42) - How did you pick and filter people who want it?
(48:06) - How about your recruitment process?
(50:30) - How do you balance between yourself and your team?
(52:45) - As a director, with a team, how many appointments do you go for weekly?
(53:43) - What is your financial planning focused on?
(55:23) - How did you reach out to older people (peer’s parents)?
(58:13) - How did your Dean become your client?
(1:00:00) - With just 6 months experience, how did you garner courage?
(1:01:16) - What is your biggest challenge right now?
(1:03:03) - What are you doing, right now, that ensures that you are continuously growing?
(1:05:04) - Are you an avid reader?
(1:07:43) - Speed Round
(1:08:55) - Closing
If you want to keep in touch with Nick, you can reach him on Instagram at @justnickit_
Thank you for listening to this episode of The Adviser of Advisers Show.
If you enjoyed this episode, please help me hit the (subscribe) button if you’re listening on Apple Podcasts or hit the (follow) button if you are listening on Spotify.
And I’ll love to connect with you at @hello.jiale
Have a blessed day, my friend 🙂
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