Bernard Ho Consulting Group Pte. Ltd: Recent Episodes

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https://bernardhopodcast.files.wordpress.com/2016/05/112016updatedimportanceofcommunication.mp3 What to expect in the podcast:

  • How to ensure efficient communication?
  • Is it the responsibility of the sender or the receiver to understand the message?
  • Asking questions the right way in accordance to prospect’s personality trait.
  • WIIFM-What’s In It For Me; What is in for the referrals that was introduced? Value Added Services.
  • The idea of setting a goal and how to achieve it.

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https://bernardhopodcast.files.wordpress.com/2016/04/wednesdaytraining_march022016understandingtheprocessedited1.wav What to expect in the podcast:

  • The must-do’s in this business.
  • The importance of following the correct process and system.
  • Understanding the logic behind the sales business.
  • The difference between aggressive and irritating approach.

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https://bernardhopodcast.files.wordpress.com/2016/04/160216-how-to-react-and-handle-prospects-change-of-needs-edied.wav What to expect in the podcast:

  • Identifying the real race in the business.
  • Are we aiming for a precision spot?
  • How to react to prospect change of needs.
  • Tonality of voice and questions to be asked in order to identify reason and need for the change from the initial request.

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https://bernardhopodcast.files.wordpress.com/2016/04/160211-training-edited-hitting-the-hot-button.wav What to expect in the podcast:

  • Practicing the five important things before an opening appointment.
  • How to identify prospect’s need and how to communicate the solutions.
  • The importance of asking relevant questions to highlight the urgency of prospect’s pain aka needs.
  • How to get rid of fear of discomfort in our everyday Agenda.

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https://bernardhopodcast.files.wordpress.com/2016/04/2016_03_22editeduploadedon12042016brandingofbusinessandopeningtargets1.wav What to expect in the podcast:

  • How do you allow clients to recognise your business?
  • How do you market your business?
  • Monthly and weekly target breakdowns for opening and closing sales in order to maintain consistency.

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https://bernardhopodcast.files.wordpress.com/2015/12/tuesdaybriefing_bybernard-ho_august252015-edited.mp3 What to expect in the podcast:

  • Focusing on the enjoyment part of your job rather than the times when you’re struggling.
  • Identifying why u got into the business.
  • WISE: Correct interpretation of the life experience. If working is for your own happiness, it’ll be shortlived. It must always be something greater than you (ie: a cause, or for someone else).
  • Identifying the resources you have that you are willing to invest/sacrifice in order to get what you want.

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https://bernardhopodcast.files.wordpress.com/2015/12/wednesdaybriefing_april232014-edited.mp3 What to expect in the podcast:

  • Avoiding phantom appointments.
  • Importance of justification with full disclosure & implications.
  • Having good appointments with clients from cold-cases.
  • Knowing what is controllable.
  • Never do premature selling.

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https://bernardhopodcast.files.wordpress.com/2015/12/tuesdaybriefing_bybernard-ho_august042015-edited.mp3 What to expect in the podcast:

  • Lay all the cards on the table and let them choose what they want.
  • Let them know the blind spots they might miss but ultimately its their choice.
  • Agreement is not equivalent to acceptance.
  • Ensure that clients are able to disagree with u comfortably in appointments.

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https://bernardhopodcast.files.wordpress.com/2015/12/thursdaytraining_by-bernard-ho_november262015.mp3 What to expect in the podcast:

  • Encouraging people to open up as to why they want to buy the products later.
  • Importance of education of products to the clients.
  • Importance of clear communication in understanding the clients’ train of thought.
  • Always give your best in the service of your consultation.
  • Distributing short term and long term contingency.

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https://bernardhopodcast.files.wordpress.com/2015/12/wednesdaytraining_closingappointment_by-bernard-ho_november252015.mp3 What to expect in the podcast:

  • Using the appropriate words for various profiles.
  • Importance of preparation.
  • Importance of summarizing the products that will match the clients’ needs.

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https://bernardhopodcast.files.wordpress.com/2015/11/tuesdaybriefing_march182014-edited.mp3 What to expect in the podcast:

  • Asking the right questions & analyzing what is the most important for your clients.
  • Putting the work you do above your comfort level.
  • Identifying what’s good to have vs. must have vs.need to have vs. want to have (which is the strongest).
  • Not letting your mindset limit your potential.

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https://bernardhopodcast.files.wordpress.com/2015/11/wednesdaybriefing_byzincgoh_april022014-edited.mp3

  • Using ‘Divergent’ movie as an example to explain D.I.S.C personalities.
  • Identifying your clients’ personality type and ways to be more D or I in your characteristic traits.
  • Adapting other characteristic traits and practicing it.
  • Knowing what questions to ask for each specific characteristic trait.

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Kicking The Habit of Making Assumptions

What to expect in the podcast:

  • Being straightforward and direct to clients and understanding the clients in their entirety.
  • Being able to crystallize your thoughts and asking the right questions.

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Having a Certain Kind of Structure to Achieve Your Production Goals

What to expect in the podcast:

  • How to consistently achieve your goals/desire.
  • The number of people you need to see every week in order to reach your goals.
  • Efficiency: Less Effort, More Result.
  • Getting clients to be covered is the top priority (no matter how small it is).

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Building Trust and Credibility

What to expect in the podcast:

  • The 3 things to form the circle of trust.
  • Building rapport by identifying a common interest.
  • How to become a trusted adviser.
  • Aspects of being social proof.
  • Avoiding premature selling.
  • Having more ‘D’ and ‘I’ aspects in appointments.

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Managing Expectations in the Warm Market

What to expect in the podcast:

  • Demand vs Request.
  • Clients need to recognize the value you add to them.
  • Having the right to ask for referrals.
  • Ways to ask for referrals from people & responding to rejections.
  • Controlling the situation by asking questions and clarifying with clients.
  • Ways to give assurance to the warm market.

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Techniques In Accomplishing a Strong Closing Appointment

Things to expect in the podcast:

  • Having the conviction as a financial consultant.
  • Importance of identifying a problem.
  • How to fully understand the prospect/client.
  • Drawing out any potential objections and controlling the situation.
  • Do not give solutions to a problem that doesn’t match.

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Being Equipped to Give Strategic Solutions as Consultants

What to expect in the podcast:

  • How to identify clients’ problems, whether or not they realize it.
  • Techniques on getting the information that are useful for your fact find.
  • Identifying the problems that clients have through the information you get.
  • Knowing how to be a consultant.

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How to Execute A Strong Opening Presentation

What to expect in the podcast:

  • Role Play on handling objections.
  • An example of a good opening presentation.
  • Breaking down the techniques needed for the presentation.

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Putting Yourself in the Shoes of Clients

What to expect in the podcast:

  • Making yourself client centric and providing them with the best buying experience.
  • Magnifying small problems, is it ethical?
  • 6 ways to emotionalize your story and to tell it accurately.

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Knowing the Intrinsic Value of the Work You Do

What to expect in the podcast:

  • Handling skepticism.
  • Knowing what you bring to the table as a financial consultant.
  • Importance of rapport building.

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Being A True Consultant

What to expect in the podcast:

  • Ways to improve yourself.
  • When is the right time to call clients/prospects.
  • Handling fickle-minded clients.
  • Looking at the big picture first rather than the specifics.
  • Consulting with full disclosure.
  • Hacks to efficient fact-finding.

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Using Your Goal as Your Compass

What to expect in the podcast:

  • Understanding the reasons for your actions.
  • Being clear on what you want.
  • Identifying the driving force to achieve more than what you can do.

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The Struggle With Yourself

What to expect in the podcast:

  • Identifying the proper products to sell and finding out whether or not the clients can afford it.
  • Doing the right thing for your clients.
  • Selling outside your comfort zone.

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Questions You Should Ask Yourself to Maximize Your Potential

  • Identifying the issues you face as a financial consultant.
  • Issues you can control vs Issues you cannot control.
  • How to create a safe environment for your clients.

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Fact-Finding Techniques

What to expect in the podcast:

  • Knowing clients’ expectations.
  • Being conscious and aware in your fact-finding and building rapport.
  • Various types of hot buttons.
  • Role Play.

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Prerequisites of a Top Producing Financial Consultant

What to expect in the podcast:

  • Top Producers vs Low/Mediocre Producers.
  • Actions need to coincide with your goal.
  • Banana Peel Theory.
  • Dealing with rejections.
  • Ways to stay motivated.

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Back to Basics

What to expect in the podcast:

  • Purpose of being a financial consultant.
  • Knowing why you join the career.
  • Having a long-term view in the career.
  • Being clear of your goals and direction in the career.

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Expanding one’s client network

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Responsibilities of a Financial Consultant

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Eliminating Clients’ Misconceptions through Authentic Selling

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Matching Products to Clients’ Needs

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The Power of Influence

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Maintaining and Building Rapport

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Honest Selling

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Secrets of Success