James Yang

James Yang Uplifting society's view of Financial Advisory through Education.

13/04/2025

We constantly have been told to learn more and more things. But sometimes learning more may not give u breakthroughs. It’s the humility to unlearn and relearn that can get us from being a mediocre to refinement. Hope this video gives u some encouragement James Jiahao Yang

02/04/2025

Sign up for your zoom link here https://ghl.fintribe.com.sg/optin_v2?utm_source=facebook&utm_campaign=fintribe

This is one of the elements TOTs hit so that their clients trust them so much and put multiple portfolios with them.

I’m having an upcoming 5 part webinar series to share some of my experience in the advisory arena. If you like to sharpen your skills, join us

this coming Tuesday
8 April 230pm-430pm

and
every Tuesday 15/22/29 April + 6 May.

Useful? Give a Like and Share!

I remember 20yrs ago when I started work, the coffee was bigger in a transparent glass. It’s probably around 80cents. Ec...
31/03/2025

I remember 20yrs ago when I started work, the coffee was bigger in a transparent glass.

It’s probably around 80cents.
Economical Mix rice 2veg 1majn was a staple for me and it’s $2.70.

Today coffee is $1.40 in coffee shops and probably much more if u take it in Ya Kun or toastbox. And mix rice now hardly goes below $4 for the same.

That’s inflation as we all know.

What about your business revenue? Has it kept up with inflation?

Are you still satisfied with that same $200/mth case and still selling $100k sum assured to protect their critical illness?

Times have changed and there’s a need for you to upsize your cases and start living uncomfortably with your year end targets. Ask yourself: is MDRT target really something you can live well financially in today’s times?

If it isn’t, then why should this be a goal? Or rather, should MDRT now be a minimum standard for you to make it worth staying in this business?

It’s about time to change the perspective so you can have a new mindset to keep growing and keep scaling up.

If you need more ideas and more mindset shift, I hope you will invest some time to come for the free webinars that I’m giving freely to the industry. No cost, no tricks, just pure giving back to industry.

Come and see for yourself if you can pick a nugget or 2 ideas and hopefully radically change your lives.

More details, check out the videos or posts somewhere soon on the webinar links to sign up.

See u!

28/03/2025

Here’s something that has worked for me that brought in universal life and very meaningful relationships with my business owner clients.

If u find this useful, can u share your comments here how do you find this to be applicable to your conversation?

Like and share with your friends who are in the same FA industry whichever country you are in.

04/03/2024

Ever wondered what is the first step for us to be rich? What do you need to do to achieve financial freedom?

The answer could be simpler than you think - it starts with your mind.

Many years ago I attended a seminar. What The speaker shared that night was a pivotal moment in my life. He asked a profound question: how many people in the audience wanted to be rich. The room saw some hands shyly. What he later explained blew my mind!

He said, the first steps for u to be rich is that you got to like rich people. If your mind is stingy and bitter about rich people, your mind naturally will not want to be the negative character you perceive in life.

Many people suffer from a poor mindset, so much so to the extent they are bitter to their friends, colleagues, company and their industry and they go around spreading toxic. This then transcends into reality to their lives. Which is why they cannot succeed.

So if you want to succeed, it goes back to our last week webinar where we share with you: feed your mindset with positive frames.

How can u make the world a better place? How can you help make our industry a better place? How can you help your clients do better with their money. With a positive mindset, life will see many transformation.

The poor cannot help the poor. Only the rich whose mind is generous can make more impact to help remove poverty situations.

So be that light and touch lives! Spread positiveness with your friends colleagues family and clients. Let’s impact the world richly starting from your mindset.

Give us a like if this message is for you!

Good morning!

Our 2nd re-run of complimentary Financial Planners live virtual workshop program has started! We really didn’t know so m...
04/03/2024

Our 2nd re-run of complimentary Financial Planners live virtual workshop program has started!

We really didn’t know so many would turn up to the point so many had to be sitting outside the event for today. Hitting close to 200 financial planners joining us for this event was a humbling experience and shows that there are many hungry and keen to upskill professionals out there.

If you have attended the event, could you share with me your learning points and feedback? Has the content been useful and relevant to you?

Happy to report that one of our community members Veralyn Cheng got a mini breakthrough! As a new FSC, we hope our compl...
07/08/2023

Happy to report that one of our community members Veralyn Cheng got a mini breakthrough!

As a new FSC, we hope our complimentary sessions are giving her a good foundation to aid her for bigger achievements in the near future!

Jiayou Vera!
With Mabel Eve Tan

Haven’t been posting this, but it’s amazing how we have done something crazy for the benefit of our local FA industry pr...
04/05/2023

Haven’t been posting this, but it’s amazing how we have done something crazy for the benefit of our local FA industry practitioners and we survived 3 consistent weeknight of stage by stage advisory process for the industry - all for free!

Thankful for the consistent strong attendance and active participation in our session. We have at one moment more than 60 active audience.

Hopefully they pick a few tips useful for their sales and client acquisition.

And guess what, we are pushing ourselves to come out with 5 more episodes of structured content - all pure tried and tested stuff.

If u were in our event, can you drop a comment over here and say something about the webinars?

Want to join us next Thursday 11 may 730pm? Drop me a note & I’ll provide the details.

Happy to hear testimonials coming back saying our ideas shared in webinar worked and they have clients to meet! Do you w...
26/04/2023

Happy to hear testimonials coming back saying our ideas shared in webinar worked and they have clients to meet!

Do you want some more great ideas that u can implement right away and see results in your FA business?

Join us tonight 730pm for episode 2 where we will be sharing on tips for effective prospecting.

Sign up with the link here for your zoom access
Tonight.

jamesnmabel.sg/home?utm_source=telegram

Sick and tired of ineffective roadshows? Worried about non compliance for doing cold call? If these activities are not g...
16/04/2023

Sick and tired of ineffective roadshows? Worried about non compliance for doing cold call?

If these activities are not generating results, what should you do then?

When I train people all around this region, I always like to give this analogy:

Imagine Starbucks (an established brand) decides to give u their franchise rights to open 1 outlet. How will you go about preparing this outlet opening and what will be your timeline to be profitable?

These thinking process are exactly the same how you need to have to prepare if you are new to the financial planning business so that you do not need to run around competing in areas you are not competent at, fighting for a market you are not good at, with a margin you cannot be profitable.

So what are some of the elements you need to consider? Here’s some:

Segment - you cannot serve everyone at any one time. Choose which market you want first and do well in it.

Competence - skill up. No one wants to deal with someone not competent

Market - go to the place your segment hangs out with

Pitch - what’s the pain points and what’s your story for them?

I hope this upcoming webinar I’ll have some time to elaborate on these parts and few more to help you stay focused and up your game effectively.

Address

6 Raffles Boulevard, #03-308 Marina Square
Singapore
039594

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