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the whole session was very well planned as it didn't feel rushed and I felt the information presented was sufficient to capture retain our attention.

However some parts can give a summarised version first before going into the topic.

Ie. The risk levels that will associate in before zooming into the allocations of the funds.

The gold segment some parts of it felt rush and confusing. As to what is the main context of it.

The EV segment is awesome! There was clear 3C's and felt that I got a great refresher on the whole EV industry and how it connects to Mining as well.

Therefore overall the investment team did very well! Thank you investment team!

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It is superbly insightful today. I told myself to stay focus on the contents and to take pictures for social media contents. But the contents were so insightful and I'm still learning on how to multi-task and didn't' snap pictures much for social medias. Nonetheless, the message I would like to get across is that the contents were great and very insightful.

There could be more wins today. I found it too little.

Hope there would be slides for us to refer in case we need revision other than out notes!

Thank you so much Investment Team for facilitate the huddle.

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Give us more breaks to internalize the contents. At the end of the huddle, we had buffer timings before 1pm, and the room until 2pm.

We can definitely make full use of the time for us to digest and internalize the contents hehe

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GOLD. I love golds. After listening to the contents about gold, i would like to redirect some of my portfolio into gold. It's worth to stay invested even when the value of it drops in coming times.

Apart from that, the asset allocation is also one of the main key takeaways. Prospects/clients may express interest in investing, but their risk profile is the next important factor to consider and we can advise them further.

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I'm just too overwhelmed with informations right now. I love the idea of FirePulse and it gives a hugh branding for FireCircle.

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I been thinking how should i value add my prospect or ppl that i met for the longest time. so im thankful that heiqal actually put it up there for us to utilise. as of now, i feel the current content is good? i dun think its beneficial to add more things. i rather u have snippets of here and there so clients can open convo with us.

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it was a good refresher from the previous sharing during the last 2 cedlis.

but this time with even more insights and a good deep dive into specific topics like gold — which can be easily understood by regular people.

while it was content heavy, i appreciate that the session was rlly enriching.

however i personally felt like everyone today was very serious and the mood was slightly different from the usual huddles. i hope everyone is doing okay. x

other than that, thank you investments team for a truly valuable session! i’ve definitely benefitted from today and excited to share these new acquired knowledge with future clients, friends and family!

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perhaps we could have a bit more ‘digesting’ time with the heavier contents.

and also a lil bit more breaks between segments. a bit brain fried by the quiz time :(

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heiqal’s segment on EVs and how it could actually affect the mining portion in investments. rlly mindblowing how people make a lot of emotional decisions which can lead to emotional investments in anything! 🥵

it got me thinking about the whole sustainability of producing EVs to the mining market. absolute madness!

#teamsupercarbutnolicense

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maybe we could have a mini section where clients can engage with the market update. i feel like it would add a bit of pizzaz into the update haha 🥰

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It’s the first time for me i feel that the whole huddle is based on purely investment segments. So, it really is a lot to take in. Where i feel that the investment segment is sooooolid, maybe we can fully utilise time to prolly 1.30pm to provide more questions especially during akiff session.

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Super thankful to the investment team, wantoh, dibby, aishah, huzair,heiqal and akiff for facilitating today’s huddle. It gives me more conviction on what funds i should be reading on since I already have a clearer picture on the funds that we gonna allocate for our clients

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My main takeaway is when akiff shared about which directions to go for and created a mindmap for us to refer to.

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Today's huddle was refreshing. It was definitely better than I expected. I love everyone's individual segment,

Akiff - Asset Allocation, Dibby - Gold, Heiqal - EV & Firepulse, Aishah main host, Wantoh, Huzair too! the flow is really well-thought and better to comprehend on the receiving end. I love how each segments did their research and it shows, love the inclusion of video of the EV to differentiate between super car & electric car. Love that every one could relate to what the speakers were saying.

10/10 uh kasii

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I loveeee how there is a quiz segment to test our understanding on investments!

However, I think we should have more than 1 break in between to digest and take notes!

I definitely wanted to do abit of research, hehe :)

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My main takeaway definitely is on GOLD & EVs!

Trulyyyyyyyyyyy more than meets the eye. There's alot of other things i don't know!

Super curious then check website on gold price, EV Xiaomi SU7 all hahahah, how commodities are important for both investment vehicles!

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I think a riddle or a quiz could be the "call to action".

So we as advisors can also get back to the client/prospect to ask them what's their answer! hehe.

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I truly appreciate everyone's efforts (Aishah, Akiff, Dibby, Huzair, Wantoh & Heiqal) in today's session. It is such an insightful session and a lot of context was being placed accordingly to address the concerns in which most of us faced as advisors.

I really like how Akiff provided a 'roadmap' for us when planning the asset allocation for our new clients. It helps us to be effective and blameless. I also learnt new things about gold and EVs from Dibby and Heiqal. It is some good conversation starters that I can have with my prospects.

There were certain parts that I was left a bit confused because I couldn't seem to connect the dots between gold, EVs, decarbonisation but probably I just need a bit more time to digest the content from today to get more clarity.

All in all, I felt more convicted when learning about the different ways I can position myself as an advisor when giving my clients portfolio updates based on their risk profiles (or sharing with new prospects) since we are more exposed to different funds such as AB Sustainable and Amundi Growth funds. Also, enjoyed the quiz time by Wantoh & Huzair! It is a great way to boost our moral authority as a reliable FA.

Thank youuuu Investment Team! Y'all solid la fr!

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I do enjoy the contents from today's huddle because they are relevant topics I can cover with my clients!

However, I believe if y'all share a sneak peek of the topics you guys are covering one day before huddle in the FC group chat, may help us to prep ourselves better mentally so we can come prepared with questions on those topics. Therefore, making the session more effective for us.

Nevertheless, it is still such a productive session where a lot of informative contents were shared! Thank you again :)

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I found that today’s huddle was extremely insightful and interesting so much so that the 3 hours passed by really quickly, and before I knew it, huddle came to and end quicker than usual.

I think this is due to the relatable segments solely on investments lined up for us back to back.

Each segment from Market Update, to Golds & EV and Quiz was very well researched and had just enough emphasis and learning pointers for us to takeaway and store in our brain as new information for the day.

I especially enjoyed the use of history and background knowledge in each segment because it builds up excitement and new perspectives that we can bring into our appointments for added value.

Lastly, the idea and launch of Fire Pulse is extremely exciting as it really depicts the fireeee information that the investment team has for us in a fresher and unique look that emphasises the “I” part in traits of a producer because it’s such a needed Idea to change the way we can do market updates for clients to stand out and be different at the same time making it, enjoyable & relatable.

All in all, I would love to have huddles like this every month once , where it’s solely focused on Investments. I would feel stronger as a Financial Advisor who stands for being an investment specialists.

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My main takeaway is identifying my knowledge as an advisor from the quiz and then learning how to better strategise the asset allocation for my new clients based on their CKA. :))

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Provide sufficient time for Question and Answers especially after a very long pause and hesitant from the floor as it seems like we are still digesting and have yet to find the right questions to ask.

More break times for in between each section to allow for breather and absorbing before moving on to the next

Include in more discussions / interactive parts into the sections so that the topic won’t be too heavy and serious on us

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I love the idea of FirePulse! Catchy name and easy to remember. I would say we can take it to the next level by including our firecircle instagram page or a portion saying "Post a selfie or tag us on @ourfirecircle on IG if you find this helpful!" or things like "Recommend 3 people you will share this infographic with to your FA!" - every FirePulse can have a different CKA and we can see which one works best hehe >.<

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Main takeaways :

The thought process to choosing the right allocations for clients through the use of mind map that was shown to us. I will be highly relying on that , it has definitely made it easier for me to also explain to clients.

The relation of Mining and EV’s 🤯 and how to read into the finer details of what we see on the news and relate it back to our investments

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FirePulse is brilliant!!

Keep it light and simple and minimal at best.

I would love to see just enough information of the content we need in the right fonts and colours to emphasise on the important takeaways.

Moving forward we can work on including a segment for “Reflections” or “Discussions” that allows for our clients to do some thinking for themselves… if anything, it’s a CTA for us as we are able to refer to that page of Fire Pulse and prompt them ourselves as a conversation starter. As we check in with our clients on what they feel about that question raised to them, we do not leave our group chats dry and we can create conversations with it.

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I love this setting for investment update! It's not rushed, we were prepared for a "dry" session. We were allowed to ask questions and not feel rushed. Everything was delivered very specifically and simplified when needed!

The beginning energy could have been better as it felt like we were just getting the intro over and done with 😅 Nonetheless, it was understandable upon knowing that the main bulk should be focused on the investment update!(:

All in all, it was insightful, full of context, and definitely lots of igworthy content to be shared to create curiousity & IBNIU!! Many things that can be used yo gain traction! Lovely!!

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Good! Alhamdulillah finally after 4 explanations, finally it really feels like everyone has a hang of the new asset allocation.

Session was well prepared. Time keeper was great 🤪

Idk about the rest however now huddles j don’t like to take many pictures. I like to listen and learn. I learnt a lot.

I’m proud of myself that I passed the quiz 😂

Good sharing about gold and EVs.

The audience wasn’t very participative. Maybe cos it’s too big of a crowd and they are scared to talk.

Proud of the investment team. You guys did great.

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Have activities and Q&A.

Idk just thinking out loud. Maybe we can have a simulation brokerage account so that our associates can try investing and have a “investing competition” with a trial account. (I remember having a trial UOB Kay Hian account in my poly stock market investment module) can have the associates to try investing and check every quarter.

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Balanced portfolio also can make good money

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Anything you guys give, I’ll use uh.

2 macro financial things eg. US Debt ceiling, WAR.

2 focused financial things eg, why big cap is good now, why mining is good now.

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Have always look forward to investment team update. To have one whole huddle for just the investment team is loveeee! Cause it wasn't rushed, but at the same time, packed with lots of information for us to process. Loved how each of the team contributed to their segment and it was evident that everyone was very well prepared.

From learning more about gold which makes me understand and appreciate its value and worth even more to EVs to asset allocation and the quiz!! Thank you, Investment Team (Huz, Wan, Akiff, Aishah, Dibby, Heiqal!)

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INTENSE

That's one word to describe today's session. I don't think we've had a full on investment huddle before so this was something pretty heavy. I liked how it was spaced out nicely since we have the luxury of time today.

The investment team definitely delivered the essentials we all needed to be even more convicted on our fundamentals and our new strategy moving forward. It'll definitely help us become better advisors to our clients when covering the topic of investments.

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Breaks in between for us to digest.

Activities or interactions and allocate more time for Q&A.

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Love whatever yguys shared on firepulse and the suggestions others shared earlier during huddle! Keep it to 1-2 page max is ideal!

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Realizing my competency as an advisor with the quiz = time to learn more!

Knowing how to do the set allocation better with all the new strategies that was shared months back.

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There isn't really much to improve content wise, cause it was executed very well. Flow was super nice and having the different people from the investment team to cover the different segments was somewhat refreshing. I think since we had time, it could have catered longer breaks between segments for us to ask more questions, have discussions with each other or even just internalizing what have been shared with us.

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I enjoyed that the entire huddle today was dedicated solely for investment team becos we all know how heavy their content and updates could be.

There was ample time given for each segments, and it is very evident how each of the presenters did their research deep and down for the content today! great conversation starters with our prospects ✨

For future quarters, let’s keep with Huddle Investment Team edition! I kinda like that.

Great work investment team 🥳🫡

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My main takeaway was understanding how our current strategy stands i.e. Tech, mining, China - EV. Above all, it's alot more towards how we should cater the strategies in accordance to clients preference. Like how Akiff said, we don't want to put a 'Madagascar' to ride the 'Cylon'. We have to move with the times which is what makes us the 'investment experts'. If not we'll just be unlike other advisors out there without a need to have a niche in investments.

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Headline news relating to our funds and how they are responding to that in terms of performance. Also maybe include like a financial quote of the quarter based on the most talked topic.

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Knowing how technical investment sharing could be, I believe the crowd needs to be rara-ed a little bit more to engage them from the start, mid and end as well as ample and early break in between! Sharing the agenda of what we can expect from the presentation would perhaps be helpful too? :)

Really see the effort put in for each presenter in their presentation. However, I couldn’t seem to gel how each topic has a link to the next topic (it was bit fragmented?). not much context set prior to each segment presentation.

I believe when each presenter is given the airtime, they should be given the light to shine. There were some parts where Heiqal chimed in during Dibby’s section which got awkward and confusing for the crowd to focus on?

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Finally getting the hang of the asset allocation after the much ding and dongs with Akiff! I’m even more confident how to share this new allocation during my future FFs!

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The meeting was great and highly beneficial. The discussions and presentations were well-structured and informative. I have definitely learned a lot, and would definitely apply to the way I approach my business.

I like how everything was about investment, something that I’ve been looking forward to at every huddle! Thank you to the team for your efforts in making this session a productive one!

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Would be great if we were given time to process the information but all in all it was really 10/10!

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The quiz really made me realise what are the areas I should research on - Instead of only taking in new information.

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Fancy a crossword puzzle? So it forces the reader to read and understand the content!

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I find that today huddle was so productive and even though the content is heavy but the team planned it so well to make it less stressful for us.

I find it very very very helpful in helping us understand our strategies better for the betterment of our clients.

Dibby and haiqal shadings also allow us to have better understanding on gold and supplies for us to be able to share with our clients about the history of it.

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Because I missed out the first part of huddle, I think my main take away was about the gold and evs as well as the quiz as it actually test on my knowledge

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Thank you for initiating fire pulse it’s so awesome!! Maybe we can have mini interactive parts so that our clients can also do something other than just reading hehe

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I really enjoyed today’s huddle. It was extremely insightful but they somehow made it not boring too. Each sharing was just as strong as the other. From Akiff’s re-presentation on asset allocation to constantly ensure that we all understand the new strategy, it made me feel like a lot more competent as an FA and it also gives me the drive to read up more and find out what strategy i resonate w most that i feel will work best for each client. To Dibby’s sharing on gold, the origin of it, and why its so valuable. To Heiqal’s sharing on EVs, making me believe in EV eveeeen more, how he linked it to our mining fund. Firepulse is also such an amazing addition which i truly enjoy. To Aishah’s, Huzair’s and Wan Toh’s hosting. I think it was all really comprehend-able!! Good job investment team!!

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More interaction!! And more breaks hahaha. I think because its such a heavy topic, we need a little more rest time and interactivity so we dont lose focus hehe.

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To start rly focusing on finding out where to allocate assets for my clients rather than sticking to our China Tech Mining Gold strategy. And how theres rly a lotttt for me to start researching.

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A mini segment of how the funds are currently doing based on quarterly updates. And sudoku kekeke!

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Ive been super excited for investment teams sharing for Q2 and yall did not disappoint ! I love how u guys share relevant facts about each fund which really does help to strengthen my conviction in them. From gold to EV to the new asset allocation, i feel THAT much more confident for my future FFs esp with the new mind map thing. Thank uuuuu to our very amazing investment team

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I was personally looking forward to today's huddle because of the quiz, market updates and general updates on the new strategies, how to move forward with our clients' portfolio, what's next for us, etc, especially during this period when I am doing my client servicing.

Today's huddle definitely delivered in helping me gain more conviction, a roadmap for reference when selecting funds for my clients and giving me more clarity on how to explain the new strategies with rationality to our clients. All the investment team members who came up to share were able to deliver their points across very clearly and with Imran wrapping up the whole huddle with a summary of what was shared.

I believe this session was very important for our associates, especially the newer ones who may feel lost or not have the most conviction in our strategies or may just feel like they are in a ‘weird’ transition phase of switching strategies.

I especially enjoyed Dibby and Heiqal’s sharing on Gold and EV, where we understood the fundamentals and history of both sectors which gave us a better overview of why the funds are performing as such.

If I can be raw, personally I find it very frustrating whenever we have small talks and chit chats among ourselves during huddle, because this is easily the 4th of 5th time that the investment team has come up to share about the new strategies and every time after the session, we have people coming back to ask the same questions about strategies or are just plain confused when actually if we all sit down and try to listen and digest the content, we would have gained clarity long ago. And it is also very disruptive and disrespectful to the presenters who have put in so much time to research about the market and provide us with market updates and valuable insights and knowledge that we all should be extremely thankful for, because that makes us both good salesman and advisors that sets us apart from other advisors who just sell investment policies with 0 investment knowledge.

I hope we all can be mindful and aware of this during huddles because this is a constant problem during every huddle.

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I feel that we could have had a mini 3 to 5 question quiz after each segment (if time permits), for everyone to grasp the main pointers shared, followed by a timed Q&A, which will also act as a summary of each segment before we move on to the next segment so that everyone will be on the same page. However, I do understand that we only have a short 3 hour session, where we aim to maximise huddle as much as we can so there are constraints and I believe that everyone is aware and are working on it as best as possible.

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It is not usual that we have time for breaks in between yet, having such an insightful content. I really love how today’s harder was conducted. There were so much takeaways that we can bring back. I like how there was a lot of engagement, questions and answers, quizzes, current affairs and call to actions. Overall today was productive!

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My main takeaway from each investment sharing is that as investors, we really need to keep up with market movement and changes. We cannot be fixated with just 1 strategy and need to be flexible, adaptable and most importantly, be open to changes and have more knowledge and competency of the overall market and not just funds that we are investing in. This is extremely important, especially when we are informing and advising clients on the options they have available. It is also important to at least briefly understand the common funds that we are investing in so that we will be able to provide our clients with better clarity.

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Usually after investment team sharing my mind overwhelm with all the great info so occasional breaks maybe ? This way we can reflect and ask wtv questions we may have

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To take accountability and do my own research rather than waiting for updates from investment team

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Perhaps asset allocations case studies should be made for more relatable profiles for us to better understand. It was a little confusing at the start.

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Lovely! I find it useful as it covers all of my concerns in my investment knowledge. Love the quiz and most important, the time felt super fast!

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Main highlight of the funds and their performance ! Ending with a CTA

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The quiz was superb. Much more to brush up on the simple things that might seem easy but challenging!

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The stages before selecting funds. Making us more competent as an advisor at the same time, maintaining effectiveness yet blameless. I like how we have a lot more angles to talk to our clients and displaying expertise in this field.

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More case studies would be nice for certain topics, and breaks too hehe

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Fire Pulse is solid with bite sized content, enough for clients to understand what is happening and making them curious to want to find out more and ask us advisors.

I have clients who don't even read the market updates, which could be because it is a PDF document so having a 1-pager is really 10/10.

My only feedback is to highlight certain main points such as anything that is in trend or any points that will capture their attention.

I wanted to suggest including fund performances, but I realised different advisors may be investing in different funds and this may not be relevant to all clients so maybe what we can consider instead is to state sector performance? Maybe that could be more useful to clients and also make them more curious on fund options available to them.

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Whatever that has been shared is just an extra knowledge, but at the end of the day, we have to choose wisely for our clients

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Today’s session was amazing! I love how coherent each segments were to each other.

Clear context given, and it was engaging through out that I didn’t catch myself not paying attention.

Also like how the team got us invested into the quizzes for our own good and giving us something to look forward to.

Good job investment team 👍🏼

# data[].attributes.body
Perhaps the going through of the quiz answers could be more engaging by letting different people to answer each question.

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There are plenty talking points that we can gather to have a better chance of engaging different audiences.

Understanding fundamentally why we buy or sell into an investment gives us stronger morale authority to help us navigate through concerns that are brought up by clients especially when things are bearish.

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Perhaps strong context followed by IBNIU enough contents that allows us to have readers to be more keen for further conversations. Somethings that’s applicable for both clients and potential clients

Having thought provoking CTAs helps too

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Love the energy and context from the speakers..

However, i felt that it was under delivered when it comes to our own investments/funds/portfolio to bring back to my existing clients and to update them on how their investments are doing or to understand the market better

However, good job to the different topics as it’s relevant to share w potential clients

# data[].attributes.body
Please include on things we can have touch points w our own existing clients

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Gold, where it’s from

Mining why we have the different peaks

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Class 💯 I couldn’t ask for more. The presentation was excellent. It helped me understand better and see things from different perspectives. I feel confident about applying the strategies discussed. I’m definitely looking forward to more sessions like this.

The presentation was clear and easy to follow. The content was insightful and offered a fresh perspective. The key points were impactful and inspired confidence in using the strategies.

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The only thing that needs improvement is myself. Also, the screen was a bit too small to see the good content clearly. Adding more quizzes throughout would be nice!

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Asset Allocation. The strategies include Passive and Active ones, with a split of 40, 30, 30/10. Understanding market opportunities and identifying stable funds. Gold remains important, and knowing its origins and why it's still valuable. Recognize the difference between physical and paper gold. Electric vehicles (EVs) are now popular. It's time to start thinking like an investor. #HatsOn There's no time scarier than being out of the market.

And also, the traits of a good investor:

- Beats inflation

- Invests early

- Time in the market

- Company is not the stock

- Hedging