WELLNEX Business Director Sebastien Khoo & Artemis Media Private Limited Director Amanda Lim will be introducing new methods using soft skills and planning to get more leads!
You are a Financial Advisor, join them and discover new tricks to be more efficient in your business!
Lead generation is the process of attracting prospects to your business and increasing their interest through nurturing, all with the end goal of converting them into a customer. Some ways to generate leads are through job applications, blog posts, coupons, live events, and online content.
You can optimise the creation of leads as:
My-insurer Pte Ltd tries all the time to assist its FAs and clients to ensure that there have always new leads, that are not only reliable but also satisfied!
PFPFA, a leading financial advisory group announced an exciting new partnership with Wellnex, a free concierge dedicated to healthcare, lifestyle wellness and home services provider to support PFPFA’s mobile app, PFPConnect, in developing the app’s digital ecosystem dedicated to financial advisors and users.
“The partnership between Wellnex and PFPFA is a gamechanger in the business of Financial Advisory. PFPFA is a pioneer in understanding the importance of digitalization in its business flow. Consolidating backend operations seamlessly with front end customer experience/ servicing yet remain compliant; riding on Wellnex’s PDPC and DPTM certification.” Said Regine Lai, Co-Founder & Chief Growth Officer.
“Here at PFPFA, we are committed to serving our customers and aiding our financial advisors with the most reliable and comprehensive digital platform that allows them to value add, connect and enjoy.” Said William Ng, Chief Transformation Officer at PFPFA. “By partnering up with Wellnex, we are able to provide an app with a centralised system that has over 40 functionalities to our financial advisors and customers, giving them the access to daily exclusive partners deals and affordable concierge services which include healthcare and home services.”
Through the partnership with Wellnex, PFPConnect is designed with user privacy and security at its core, which ensures that the user’s information is well protected, and all data collected follow strictly by The Personal Data Protection Act 2010.
PFPConnect is now available on Google Play and App Store and free for all to download.
Digitalising Financial Advisers