# data[].attributes.body
Objective: To pursue my passion.

Initiatives:
- to be firm on my decisions and act on it.
- Positive mind towards a Positive life

# data[].attributes.body
Objective: $18,000 EFYC By Mid-Sep

Key Results
50 New People Met
$2250 EFYC/Month

Initiatives:
- Socialize. Find people out of my circle
- Convert met people to prospects
- Productive Appointments
- Find out and test presentation strategies
-Ask for referrals from met people to expand network even more

# data[].attributes.body
Objective: $50,000 EFYC

Key Results: Clear 1 Star and MDRT

Initiative:

- Catch up appointment with existing client base and get 5 quality referrals each

- Focus more on family members for business this year

- Revamp my presentation deck
- Daily read up on investment to find opportunities for clients and prospects

# data[].attributes.body
Objective: Improve on appointment skills

Initiatives:
- Read up on product minimally once per week
- Finish Mentoring Sessions with my mentor
- Have coffee with colleagues to learn more
- Go through with manager constantly

Objective: Improve on Creative Work
- Kick off “Trillion Celebrates” series and improve on the editing
- Initiate new content for existing series
- Acquire more marketing skills with people in the industry
- Explore options on how creative ads can push for sales

# data[].attributes.body
Objective: $12000 EFYC

Key Result: $1000 EFYC every month

Initiative :
-Do review for current clients
-find more new leads
- get more referrals from current clients

# data[].attributes.body
Objective:
Rising Star

Key Results:
$6,500 EFYC per quarter

Initiative
- Do review for all my clients
- Ask for referrals on Careshield Life & portfolio optimization
- Increase digital content

# data[].attributes.body
Career Objective:
I want to be a Comfortable Advisor earning $36,000 EFYC consistently every year.

Key Results:
Clear $9,000 EFYC every quarter

Initiatives:
- Follow up on previous roadshow leads again
- Constantly follow up on leads generation leads
- Do up own leads generation ad. (Varies from Term, ECI and Careshield upgrade)
- Ask for referrals from every appointment, ask for feedbacks on my sharings

# data[].attributes.body
Career
Overall Goal: 1 star 2021
Specific Milestones
Q1
Key Result: Achieve $12000 RC by April
- Clear up pending cases
- Do up presentation slides for products
- Expanding client base Via Careshield by asking everyone that I know

Q2
Key Result : $4000/mth RC
- Generate referrals via clients acquired during Careshield

Q3
KeyResult: $4000/mth EFYC
- Position myself as policy optimization specialist and visit clients for more opportunities

Q4
- same as Q3

Personal
Positivity
- Be positive for the whole of 2021!

Stay fit
- Exercise twice a week
- slim down 5 kg by june 2021

# data[].attributes.body
2021
Objective:
1 Star

Key Results:
Clear $20k RC by end March

# data[].attributes.body
Life Objective:
To have that $1 million by 55 Years old for Retirement - to generate variable passive income.
$50,000 x 20 Years = $1 Mio
Currently at Year 2 of 20

2021 Objective:
$50,000 cash savings / $30,000 worth of investments, on top of all expenditures.

Key Results:
3-Star unit $246,000 RC

To do:

- To do personal MDRT again in 2021
- Boost Team performance, 4 Titans Club Achievers
- Recruit 4 new FCs

Initiatives:
- Apply Tripod Skills in impart knowledge via training sessions with the Team.
- Continue MDRT Training
- Explore more Lead Generation options
- Explore recruitment agency options

Objective 2
Personal Growth

Key Result:
Learn a new language

# data[].attributes.body
Rising Star

Key results:
- $2,500 per month EFYC
- Set and complete review for all clients

# data[].attributes.body
OKR 2021 Q1

Objective 1:
Personal Growth in my work results

Key Results:

COT 2021

Initiatives:
- Polish my skills by revising and applying new lessons I learn (unlearn and relearn)
- Being uncomfortable, volunteer more in class
- Explore new territory (eg High Networth)
- Get M6A (to sell bonds)

Objective 2:
Digital business

Key Results:
Funnel of leads generation

Initiatives:
- do up my digital space in facebook/instagram

Objective 3:
To slim down.

Key Results
-10kg LOL

Initiatives:
- Start exercising. Run min 3 times per week ~30mins.
- No sugary items during weekdays
- Cut carbs
- a better lifestyle routine (sleep earlier and wake up earlier)

# data[].attributes.body
Laziness will kill me,
One way or another..
WORK HARDER!

MDRT 2021
KR:
A. Reconnection [Reviews, CSL, neighbours, past leads]
B. Tidying presentations
C. Focus appt flow
D. Referrals
E. Marketing on FB outreach
F. Look more into GI
G. Anymore?

Lose weight
KR:
A. Eat less [Quantity]
B. Exercise more [Sessions, intensity]
C. Sit less?
D. Anymore?

# data[].attributes.body
Sales

Objective:
Clear Rising Star

Key results:
$6300 per quarter

Initiative:
Obtain 2 referrals each from existing clients
3 opening appointments a week.
Increase client base with CareShield Life enhancements. (30 new Care Secure/MyLongTermCare clients per quarter)

# data[].attributes.body
Career
Overall Goal: MDRT 2021
Specific Milestones
Q1
- Clear up pending cases
- Achieve Rising Star
- Tidy up presentations (inc SmartRetire)
Q2
- $5000/mth EFYC
- Finish all reviews for the year
- Generate Referrals
Q3
- $5000/mth EFYC
- Revisiting past leads
Q4
- Achieve MDRT by end Nov
- Be able to take a break in Dec

Personal
Motivation
- Activity: To meet at least 5 diff ppl every week, for whatever reason
- IPPT goals: Silver
- Investments: Increase to 40% of income for long term

# data[].attributes.body
SALES

Objective:

Achieve Titans Club 2-Star Unit for 2021.

Key Results:

Achieve unit production of $186,000.

Initiatives:

Continue DPU Competency Assessment with focus to improve adviser’s sales cycle with roleplay.

Send motivational quotes at least 3 times a week.

Send production reminders at least twice a week for awareness.

# data[].attributes.body
SALES
Objective:

Achieve MDRT again in 2021

Key Results:

To achieve a total of at least  $12,000 EFYC for the quarter.

Achieve my validation by Q1.

Achieve $79,000 EFYC by end of 2021.

Build a customer base of 100 by end of 2021.

Initiatives:

Garner more referrals with better business methods.

Continue to make at least 5 appointments happen each week.

PERSONAL
Objective:

Look great again for Trillion photoshoot.

Key Results:

One more item to my jack of all trades list.

Initiative:

Go through the classes where by I can use skills future credits.

Objective:

Spend more time with parents

Key Result:

Slim down to fit into “M” size dress at Uniqlo by the end of the quarter.

Initiatives:

Must go on a "no-carb" diet daily.

Continue to do intermittent fasting.

Set daily alarms on 3 specific hours to remind on dieting.

# data[].attributes.body
CAREER
Objective:
- Achieve MDRT by end November 2021.

- Be more familiar for estate planning

Key Results:
- clear $25,000 RC by 15 April 2021

- close 4 CareShield Life supplements per week

- by end October 2021, I will clear 90% of required numbers for MDRT

- attain AEPP licensing and designation

To Do:
- Send personalized post cards to 'lukewarm' clients to reconnect

- Refine own referral system

- participate in MFA arranged Precepts Legacy AEPP course when available.

PERSONAL
Objective:
- Get my IPPT Gold and to clear this before 17 Aug

- work on moving to new apartment in Q4 period

Key Results:
- need to complete 2.4km in under 10 minutes by end of May 2021

- found a buyer for current apartment and my next apartment by August 2021. To be able to move in by mid January 2022.

To Do:
- focus on my #doitfirst program for 4 mornings a week

- build up savings to be put towards renovation and furniture

# data[].attributes.body
Wangwen

Objects:
Get referrals from clients
Use care srcure to reconnect friends and clients
Achieve $2000 EFYC PER MONTH

# data[].attributes.body
First year's target as FA
1. Monthly Comm Target - $2,000
- To familiar myself the products, the fact finding process, and the sales pitch process by March 2021
- To generate at least 100 leads per month
- Target to help at least 5 people/mth to achieve their wealth and health protection
- Get my parents protected by getting them life insurance

Personal Goals 2021
1. Become a qualified public speaker on stage
2. Become a trader/Investor and invest in at least 10 stocks by end of 2021

# data[].attributes.body
1. Monthly Comm Target - $2,500
- To set 3 opening appointments in a week

2. Social Media
- Launch Instagram account to share financial content
- Hit at least 300 followers by the end of 2021

3. Networking
- Attend networking/ events organised by volunteering committees to get to know them (At least 2 every quarter)
- Reconnect with friends whom I have lost touch on social media platforms (e.g. Facebook/ Instagram)

4. General Insurance
- Come up with GI SOP, User Manual, and Quotation Manual by the end of Q1
- Increase take up rates of GI quotations by following the stipulated timeline tightly

5. Personal
- Graduate from RMIT (Last semester with Dist for all modules)

# data[].attributes.body
ZohSALES

Objective:

Achieve earn Income of $80,000 by the end of 2021

Key Result:

$8,000/ Monthly (Base on 10 Months)

Ai Zoh:

Fix at least 6 appointment a week

Get more referrals for CareShield

Managing my Schedule

PERSONAL

Objective:

Full Time Florist

Key Result:

Hire more Staff

Secure more Wedding Project

Ai Zoh:

Website

Marketing

# data[].attributes.body
SALES
Objective:

Achieve MDRT by Income by end 2021.

Key Results:

$6667/month or $20k/quarter

Initiatives:

Do review for ALL my clients

Continue to send yearly newsletter to clients to keep in touch.

Get referrals from clients

PERSONAL
Objective:

Learn a new skill by first quarter of the year

Key Results:

One more item to my jack of all trades list.

Initiative:

Go through the classes where by I can use skills future credits.

Objective:

Spend more time with parents

Key Result:

Happy parents, Happy life

Initiatives:

Be patience when talking to them even though I may have to repeat 99999x

Bring them out with my bro's family every month.

# data[].attributes.body
1. Academics - Be more knowledgeable
- Finish reading Psych textbook
- Understand Bitcoin and blockchain technology, and how to trade crypto
- Dabble into algo-trading

2. Sales
- $1,000/month till June in commissions
- $2,000/month from June to December
- 2/month referrals from existing clients

3. Marketing
- Run and effective marketing recruitment campaign for NBS
- Evaluate strategy and try to replicate for recruitment
- Work on Ko & Co. To relaunch and continue running events once the COVID situation improves

4. Networking and targeting
- Neighbors and close friends general insurance (review)
- Setting CCK's Technopreneurship program as nesting ground
- Leverage on social media network to increase outreach
- Reach out to colleagues/clients for NBS marketing campaign to conduct openings

5. Personal
- Control diet and commit 30 min 3x/week to exercise
- Get at least Silver for IPPT FY 21/22

6. Time Management
- Plan monthly schedule 1 week  before said month
- Stick to schedule and minimal deviations
- Make full use of Google Calendar

# data[].attributes.body
1. SALES & CAREER PROGRESSION

Objective:
• Achieve 1-Star by 30 Sep 2021

• Expand business opportunities
with corporate clients

Key Results:
• $4800 EFYC per month

• 5 Raffles Corporate Care
package clients by 31 Dec 2020

Initiative:
• Acquire 4 HNW referrals by 30
Sep 2021.

• Approach existing clients for 2
referrals

• Utilize CareShield Life
Supplements to improve client
acquisitions

• Openings per week

• Review contact list

2. RECRUITMENT

Objective:
• Target to recruit 1 FP by end-2021

Key Result:
• Recruited 1 FP by 31 Dec and
passed CMFAS Papers M5, M8,
M9 and contracted with MFA.

Initiatives:

• Presentation material to
showcase the achievements
and benefits

• Recruitment Talk

• Target specific group of
prospects

3. PERSONAL

Objective:
• Achieve desired weight and
look good.

Key Results:
• Well-toned arms and legs and
achieve desired weight of 77KG
by 31 Mar.

Initiatives:
• Exercise regime 3 times a week

• Plan exercise regime into
calendar

# data[].attributes.body
2021 Q1 OKR

| SALES &
CAREER PROGRESSION |
Objective
••Achieve MDRT for 2021 by my birthday

•3 star by the end of 2021

•Able to sell ifast

Key Results
•$7,900/month until oct end.

•Take m8, m8a, m6,  m6a

Initiative
•Have at least 7 appointment every week + catchup

•Go and sign up by this week

| RECRUITMENT & CAREER PROGRESSION |
Objective
•Invite 4 for appointment

Key Results
•talk whenever there is.

•At least 1 to attend Trillion Accelerator Programme

Initiative
•Be active both in social media and circle of friends.

Share perks of the knowledge of financial planning and how you can earn extra money even though you are studying to at least 2 person a week

| Personal & Self Progression |
Objective
•Hit 74kg muscle not fats

Key Results
•Achieve visible jawline
•Bring back the fit Andy with 6 pacs

Initiative
•Go to the gym 4 times a week

Cycle once a week

# data[].attributes.body
FULL YEAR 2021 OKR

Career wise:

Objective:
1 Star  MDRT
Key Results:
Q1 Elite Silver
Q2 Elite Gold 2
Q3 Elite Platinum
Q4 Elite Platinum
Actions:

Getting referrals that will meet 1/client at least

Finish all reviews by Q1 so I can fully focus on acquiring new clients for the remaining year

Finish setting up all social media profile by March , start using them actively by April

Creating a private Telegram group and enroll clients who are interested in new updates frequently (so won't feel like you are spamming people unnecessary

Create Referral programme that will benefit both client and referred  (rewarding them for referrals)

Personal Wise:

Objective:
Self growth with routine lifestyle
Key Results:
Purposeful life ,wake up energized and excited to start the day

Actions:

Seriously, starting reading the books you bought; 1 Book/mth, actually understand it and not just read through

Go to the gym Alternate days, either 7am or 9am time slot

Apply things learned in current course to lessen workload, go for efficiency;therefore more time for self

Be a better trader/investor and achieve consistent returns, don't be too greedy

No more overnight mahjong sessions, reduce frequency and make the session useful by getting referrals along the way

# data[].attributes.body
1. Q1 EFYC Target - $6,600
- Minimum to have 3 appointments weekly
2. Expand network
- Speak to 2 new people either through contact list or social media platforms weekly
- Establish my role as a financial consultant
- Ask for 3 new referrals weekly
3. Administration & Work Flow
- To be clearer and more efficient
- Task delegation and accountabiliy
- Via Google Calendar

# data[].attributes.body
Obj: Expand Trillion

Groom min. 3 titans rising star and 1 MDRT

Recruit 3 new FSCs

Run at least 1 TAP, recruit 10%.

Results: A team of young driven FSCs

Obj: Increase Trillion's brand exposure

Followers +100% on all

Consistent engagement level of 20 likes per post

2 new content / initiatives/ ideas per Quarter for Trillion (fresh from the existing plans)

Results: Our accounts act as a tool for FSCs to use for their business

# data[].attributes.body
| SALES &
CAREER PROGRESSION |
Objective
•Achieve 2 Star •MDRT for 2021 •Obtain ChFC title by Q1 2021
Key Results
•Achieve $15,500 EYFC for Q1
•Pass ChFC Module 8 & 9
Initiative
•Acquire at least 2 new clients per month, 24 new clients in 2021 •30mins of engagement on social media everyday •Approach friends whom I am not close to ask them for opportunity to share

| RECRUITMENT & CAREER PROGRESSION |
Objective
•Recruit 1 person by end 2021
Key Results
•Pass all exams and contracted by end of 2021
Initiative
•Share my business model with friends whom I find potential in them whenever opportunities arise

| Personal & Self Progression |
Objective
•Improve stamina and strength
Key Results
•Run 2.4km below 13mins •Run 5km below 30mins •Do 1 pull up
Initiative
•Make it a point to run 3 times a week •Two 2.4km, One 5km run per week

# data[].attributes.body
Let Trillion be a brand to be reckoned with. Filled with advisers who are driven, willing to learn and proactive  in growing their business, at the same time showing gratitude and caring for those around them.

100 advisers with 50% achievers!

15% achieving MDRTs, COTs & TOTs

Attracting like minded individuals to embark on the journey of growth with us!