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Rachel Tan

In Touch

A Monthly Curated Newsletter

Leadership is the act of guiding a team or individual to achieve a goal through direction and motivation -- and there is a leader in all of us. This issue contains insightful resources and pointers that touch on the various under-talked about but important aspects of leadership. I hope this inspires us to not just exercise good leadership in our daily lives as individuals and organisations, but more importantly, help us get through and thrive even in difficult times.

Build Your Reputation as a Trustworthy Leader

People’s expectations and definition of trustworthiness are broadening for leaders, and it takes a lot to gain that trust. The author offers four research-based practices for leaders to master to earn and keep the trust of others. If you hope to enjoy a career of great influence and impact, start by cultivating a trustworthy reputation.

 
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Adam Grant on leadership, emotional intelligence, and the value of thinking like a scientist

In Adam Grant's latest book, 'Think Again: The Power of Knowing What you Don’t Know', he makes the case for greater flexibility in our views—and offers tactics for leading discussions that may help others do the same. This conversation was part of a new discussion series for McKinsey partners and clients called "Modern Leadership," which is designed to explore new dimensions of leadership with experts and leading thinkers who can help strengthen, challenge, and stretch our ability to build resilient teams and thrive in uncertain times.

 
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How to discover your ‘why’ in difficult times | Simon Sinek

 
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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.
 
Rachel Tan
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Rachel Tan, All rights reserved.

Testimonials and Referral Notes

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Afiq, Analyst

Rachel is very passionate and determined in her work, which is a very admirable trait. Her approach is both pressure and stress free, and i felt no reservations having to discuss financial planning when i decided to be onboarded. She is able to understand the quirks and needs of her clients, as well as strike a balance on the diverse plan coverages. I had several difficulties wrapping my head on the many available plans. Thankfully, the patience shown and knowledge shared by Rachel allowed me to navigate my options with ease. Henceforth, it is reassuring to know that i am in good hands.

Firdaus, Civil Servant

Me and my wife have known Rachel since before we were married. We had our financial planning done by another agent. However, over the years we had some changes to our financial planning and was looking for a change. We reconnected with Rachel, and since then, it was smooth sailing. Rachel came well prepared and ever ready to assist us in every way she could. She was very patient in handling all of our queries. Working with Rachel has been an absolute pleasure. Her expertise, attention to detail, and dedication to finding the best insurance solutions for my entire family of 5 have been exceptional. I highly recommend Rachel for anyone seeking reliable and personalised insurance services!

Syazwan and Marissa

Syazwan: The financial planning sessions conducted by Rachel was done at a comfortable phase with no pressure to commit. She carefully explain the various plans in detail and is always ready to answer to our queries. Financial planning as the name suggests is a long term commitment between the FA and the client and she has excised her duties immaculately so I will definitely recommend her to my family and friends. Marissa: Rachel is very well prepared with her presentations and also very confident. She answered every question professionally which is very good! She is also very patient with us because we kept changing the plans and kept changing the appointment dates because we are busy. I would totally recommend her as she is very knowledgeable about all the insurances even though she is young :)

Gui Hua, Key Account Manager

My only pet peeve for FA is being pushy, but I’m glad Rachel isn’t at all. I’ve known Rachel for years and when I knew she started the FA journey, it was just a right choice for me to look for her in guiding me to selecting policies that suits my needs best. 101% recommendation for a FA like Rachel; extremely meticulous in planning, easygoing and understanding!

Daniel Tan, Apple Advertising Producer

I’ve known Rachel for a long time now and she’s always been a trustworthy and reliable friend. We were even colleagues for awhile. So when she told me that she made a career change as a financial advisor I knew immediately she would do well. True enough, Rachel has been amazing and extremely transparent at every financial planning session we had so far. She comes from a genuine place, very sincere, and ultimately has her clients best interest in mind. She’s also patient and willing to go the extra mile just to ensure the right plans are in place for her clients. If you’re looking for someone to sell you insurance look elsewhere but if you’re looking for someone that truly cares and wants to support and help you grow your financial wealth at your own pace and comfort level, Rachel is definitely the person you’ll want by your side.

Rashidah, Research Engineer

Rach is always on the ball! She execute claims quickly and always does follow up promptly. She also reminds me constantly when I forget to settle any pending documents. No regrets switching FA to Rach as she’s always ready to listen and answer queries. She provides prompt advice according to my family needs and do not hard sell anything I don’t need. Always a pleasure to meet up with her and she doesn’t forget you on any occasion! So consider meeting her up for consultation and you will find yourself in good hands 👍