Do you want to increase your case size, closing ratio and referrals? If the answer is yes, you will love this episode because my guest, Eugene Soo, is going to show you how he achieved all these by incorporating estate planning into his sales advisory process.
With ten years in the financial advisory business, Eugene is a well-trusted estate planner and legacy trainer among high-net-worth individuals here in Singapore. He is a member of the Society of Will Writers and holds the title of Charted Financial Consultant, as well as Associate Estate Planning Practitioner, a sough-after certification from the Wealth College.
To date, Eugene has set up more than 200 family and business trusts, which has led him to win the Top Trust Producer award for multiple years running since 2014 and he has also shared his expertise on mainstream media like Mediacorp, Channel U, and CNA938.
So, if you want to attract and retain high net worth clients to work with you, pay attention to this episode.
And listen out for Eugene's answers to the following questions:
If you want to keep in touch with Eugene, you can reach him on Instagram @eugenesoo. You can grab a copy of Eugene's book Leaving A Legacy Of Love at www.securinggenerations.com.sg/book/
Eugene's Estate Planning Course (with 90% IBF funding) can be accessed at: www.eugenesooestatetraining.com/ibf-program/
Read these books to become highly sought after in your own industry -> www.pickericsbrain.com
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