| In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together. | | 2024 Financial Goals: 5 Resolutions to Avoid Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting. | | 5 Reasons You Should Create Reflection Rituals At The End Of The Year Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions. | | The Habit That Could Improve Your Career | Paul Catchlove | TED | | Proudly Brought to You I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers. | | Jerry Toh | | | | | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above. © Jerry Toh, All rights reserved. | | | | Vicky Huang (Year 1 AIA FSC, Year 1 NUS undergraduate) I first met Jerry in 2019 when I was curious about the financial industry and is looking for a good opportunity to join. I have talked to a few planners before eventually deciding to join Jerry’s team. One of the main reasons is that he gave me a very clear and objective view of the industry and what to expect etc. and he was very genuine in his sharing. Now, moving forward, Jerry is my mentor and he has inspired me to be a more hardworking individual. He has provided me with guidance in my journey as a student financial planner and he is always there to listen, help and give feedback even though he is very busy. Looking forward to learn more from Jerry! | | | | Francis Tan CEO & Co-Founder Garden Picks Food Manufacturing LLP Jerry have been my go to Financial Advisor for both my business and personal insurance related matters for the last 9 years. Throughout this time, his knowledge and wisdom have helped me and my company build a secure safety net so I can focus on my business and family life with a peace of mind. His team efficiency and service is commendable and I would recommend him to anyone without hesitation.
Keep up the good work!
| | | | Pearl Lim (AIA MDRT qualifer) I became a mother in 2012 and i made many new mummy friends through Facebook. At that time i was looking for an insurance agent to get some plans for my newborn.
That was when I was introduced to Jerry in 2013 by one of the mummies, Irene.
I got some plans for my son, followed by myself and my other family members as we feel that Jerry is a very knowledgeable and responsible person.
Even though he is very busy with work, he would definitely meet in person to process claims or give financial advice.
At that time, I was a relationship manager handing corporate accounts in a bank. He asked if I was interested to become a financial planner and join him in his mission to save more lives and help people in financial planning. I rejected him straight away as I have insecurities about financial stability as a self employed.
It was after the birth of my second child that I started having problems striking a balance between family and work. Subsequently, I left my job at the bank and joined his team in early 2017.
Since then, I never looked back... even though my first 2 years were tough. I am enjoying my job now!
Jerry continues to handle some of my insurance plans, hence, he is now my planner, my friend, my mentor and also my boss. He gives me a lot of freedom in the way I run my business and he will review my performance regularly and update me on my progress for various campaigns and awards and motivate me to achieve more.
Because of his constant support in this career, I am thankful that I was able to achieve MDRT this year despite the pandemic situation. | | | | Hong Yang (Year 6 AIA FSC) Ever since I joined Jerry back then in Oct 2017, he has always been a role model that I looked up to in all aspect. Other than being a leader and a father of 3 girls, he is in the Product Committee & ALMA. On top of all these, he is also a producer in AIA. Despite having to handle so many things, he never once turned down his mentees and FSCs that approached him for help. Instead of spoon-feeding his consultants with direct answer, he would guide the consultants by giving them “homework” to do then learn from it. With all the stuffs that he is currently taking on, I am really in awe with his time management, self discipline and mental strength. To me, Jerry defines “Extraordinary”.
“The difference between Ordinary & Extraordinary is that little extra.” | | | | Eunice Chan (Year 3 AIA FSC), ex-Singapore Police Force I met Jerry in 2021 as a manager of my FSC during that time and Jerry amazed me with his meticulous analytical skills and how he provided quality advice for my financial portfolio. Hence, I felt very assured that my friend - whom is also my FSC at that time, found a reliable mentor and manager.
Moving forward a year later, I approached Jerry when I was considering to join the insurance line, and I never looked back ever since. Jerry has been an extremely supportive leader who is always there for me when I needed both contextual and practical guidance for my work. As a new FSC in 2022, the unwavering support Jerry provided me was beyond what I expected him to do. Till today, whenever I needed help, Jerry never says no.
Thank you Jerry for making me conceptualise that I made the right choice for choosing this industry and for choosing you as my manager/mentor. I am looking forward to many more years to working with you and to achieve greater heights! 💯 | | | | Ernest Toh (Year 2 AIA FSC, Year 3 NTU Undergraduate) “Focus on your studies, I want you to do well in studies”, that’s was what Jerry told me during our first meet up. That’s when i knew that he is different from other leaders, who cares about the well-being of his associates.
I know that I am in good hands under his guidance and very lucky to have him as my mentor. Jerry is very patient and nurturing, an educator at heart. He take time off his busy schedule to conduct training sessions with us and ad-hoc video calls whenever I needed help.
He’s always ready to respond to my questions even late at night. Even though my journey have just started, I’m already looking forward to reach greater heights with Jerry and the team. | | | | |