For the past two weeks since we had our 2022 Market Outlook with WeLead Advisory, an independent company that spends more than Php2M every year mainly on research, I have been on Zoom meetings with friends, relatives, and doctors who I used to cover when I was still working as a medical representative. I have known them for at least ten years. Some of them have also attended the Market Outlook, and decided to take the investment opportunities presented during the webinar.
In less than two weeks, I was able to collect a seven digit amount of total premiums (investments) from merely three clients! That is the highest I have in such a short period of time! And this is not to brag. But to share with you what I realized -- people want to invest, they are looking for ways to invest, and that they have money to invest.
Why and how?
Because of the pandemic, these clients have increased their income, and have also increased their savings. And now that inflation is at 3% last January 2022, and time deposit rates are on an average of 1.2%, people are looking for ways to grow their money. They are investing for their long term financial goals, and are willing to take only a minimal risk.
Specifically, a client said, "Ma'am Joan, basta ang gusto ko lang, kumita ung pera ko after more than five years. Ma-beat man lang ang inflation." ("Ma'am Joan, all I would want is for money to grow in more than five years, and be able to beat inflation.")
Honestly, this is also what I would want for my own money. For me, a small profit is better than a big loss. And this is why I closely monitor my investments, and this is also what I do for my clients. Prior to policy signing, I tell them that I will be regularly sending them updates that will have an effect on our investments. And they appreciate that. I also make it known to them the investment strategy that we will be doing, and that I will be inviting them in Market Outlook webinars in the future.
One of my recent clients have attended the Market Outlook last February 12, and still attending the rerun happening this Friday, March 12. My other clients are also very much looking forward to attending the rerun, too!
Why?
Because they know that this webinar is of so much VALUE! And it is! As a matter of fact, I guarantee you, that you will definitely learn at least a thing or two from this 2022 Market Outlook!
But Investing is Just a Plan
As I have read in Retire Young Retire Rich by Robert Kiyosaki, investing is just a plan. As Rich Dad would say, "A plan is the bridge to your dreams. Your job is to make the plan or bridge real, so that your dreams become real. If all you do is stand on one side of the (river) bank and dream of the other side, your dreams will forever be just dreams. First make your plan real, and then your dreams will come true."
What is your dream?
Your dream may be starting your own business and generate jobs for others.
Or be able to send your kids to college, and confidently finance until they become doctors, too.
Or have the money for your dream wedding, your first dream car, or your dream home.
Or maybe to get out of debt and not worry about your next bill coming.
Or maybe to get out of debt and not worry about your next bill coming.
Or be able to quit employment, have more time for your young kids, and have a career that provides an income which commensurates your effort. This was my dream. And I am happy that after almost a decade of investing later, I was able to fulfill this big dream. And now, I am investing for new dreams!
Final Word
I encourage you to dream big, start small (or big), and most importantly, ACT NOW!
As mentioned, we are having a rerun of the 2022 Market Outlook with WeLead Advisory this Friday, March 4 at 6pm onwards. If you are interested, send me a message on Facebook or you can email me at financialplanningforpinoys@gmail.com and I will send you the Zoom details. (No registration link, open for all, but slots are LIMITED!)
I hope you find this post helpful and would really appreciate if you can share it! Thank you very much in advance!
Be very blessed!
