2023 CARAIFA Speakers’ Forum Winner, Jae-Rae Pike
Financial Advisor at Sagicor’s Ocho Rios branch in Jamaica and winner of the “Own the Outcome” speaking competition, delivering his address at the Sagicor Motivational Seminar.
Key Talking Points
- Be strategic when choosing clients – Have a working criteria of ‘ideal’ clients
- Conservation is the KPI that makes or breaks you
- Build good quality relationship with your clients – Trust is key
- Care about your clients beyond investments – Make note of special days and events/stages in their life
- The policy delivery process should be more than a simple “drop-off” – Set standards and expectations of yourself and the relationship with your client
- Make use of company tools to track processes and honor your commitment to clients
- Educate yourselves as advisors – Take the FSCP courses and attend the different congresses
- Educate your clients – let them feel they are in the driver’s seat of their own success