“I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times”. With this motto Ivan specialises almost exclusively and extensively on Retirement Planning and in less than 4 years has built a group of high achievers who have won accolades from different product providers.

Belief

“I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times”.

With this motto Ivan specialises almost exclusively and extensively on Retirement Planning and in less than 4 years has built a group of high achievers who have won accolades from different product providers.

He has groomed 2 Best Rookies (Life and Health) in Singapore in 2013 and 2015 and is a High Producer himself.

Priorities & Positioning

The only way to succeed in such a competitive industry, the adviser must first be profiled to the clients that would most appreciated his/her advice. Consequently, the adviser can only specialise by focusing on only one age group of clientele.

Through Adviser Profiling, Ivan helps the advisers map out their core competency. Once that is done, the adviser will undergo a rigorous training to best value-add to clients of that demographic. Through absolute age specialisation, the adviser is equipped to not only advise the client on financial matters, but can share his/her aggregated experiences of all clients in that specific age group.

Ivan has identified the 40s as the market which needs Retirement Planning most and has a process to reach out to them.

He has developed multiple platforms for:

  1. Adviser Profiling
  2. Best of Breed Training
  3. Client Leads Sourcing and Distribution
  4. Client Behaviour Tracking

Through these platforms, advisers would not have to be concerned with prospecting and only need to focus on Advisory.

Value Add

Ivan leads by example and has earned numerous industry accolades for his outstanding performance. Ivan was also awarded the Top Long Term Care Adviser in 2012, 2013 and 2014 by Aviva, which makes him Singapore’s No. 1 Long Term Care Financial Adviser. He also ranks high overall for his achievements in all aspects of insurance.

In the area of investments, he has also been outstanding for Zurich Insurance’s range of investment products from Switzerland.

Ivan was also one of Promiseland’s Top Achievers for a few years.

Summary of Accolades
  • Top Achiever for Life Insurance 2012, 2013 (Promiseland Singapore)
  • Top Achiever for Long Term Care 2012, 2013, 2014 (Aviva Singapore)
  • Top Achiever Life and Health (2nd Runner Up, Aviva Singapore)
  • Top Adviser Life and Health (1st Runner Up, Aviva Singapore)
  • Top Adviser Representing Promiseland (Zurich International, Investments)
Team Accolades
  • Top Rookie Life and Health 2013 – Joyce Tung
  • Top Achiever for Long Term Care 2013, 1st Runner Up – Joyce Tung
  • Top Rookie Life and Health 2014 – Cassie Tan
  • Top Achiever for Long Term Care 2014, 1st Runner Up – Cassie Tan

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