Recently, I received several inquiries from potential Will-Writers asking me if I have a big number of downlines in my group. My reply to them was 'No. My group, the 'CMY Group' is not among the top 3 in the company. I started recruitment about only 3+ years ago but 'CMY Group' is one of the most effective and efficient one in Rockwills.'
Should the number of downlines in a group be a factor to consider before you join the leader in Rockwills? My answer is 'NO'. The most important factor to consider is who is your mentor? Mentor plays a very important role in your career in estate planning. Estate planning is very advisory in nature and thus, to be successful in the business, you must have enough knowledge before you can advise your client efficiently, effectively and confidently. You are require to address your client's concern, know the the legal constrain and problems that his beneficiaries or estate might face in the future etc. You have to come out with a comprehensive plan that function. A plan that is able to protect his estate, his minor or 'problematic' child or beneficiary, a plan that ensure his wishes can come true without any hindrance in the future etc. Appropriate estate planning tools must be introduced to him to ensure complete estate planning is put in place before he/she goes. This is your job as a Professional Estate Planner.
Thus, if you do not have a experience mentor who can guide you, how can you perform the duty of a Professional Estate Planner effectively? Your mentor not only must be experience and a capable one, he/she must be the type who is willing to share and part knowledge to you, he/she is not selfish, he/she does not worry you can do better than him/her, he/she share 100% he/she knows and keep nothing to himself/herself. He/she ensures you learn the 'easy way' not the 'hard way'.
He/she is not there just to recruit you and teach you swim in shallow water only. He/she is there with you in the blue ocean all your life to continuously teaching you, improving your quality and quantity of sale, sharing the better ways to do business, etc. He/she tries to ensure you are successful in the business, you are never a treat to him/her in the industry. He/she is not there just to teach how to start your will-writing services, help you to do a few simple Wills and throw you in the blue ocean and you have to swim yourself. He/she has to enhance your knowledge beyond that so that you can do comprehensive estate planning, thus end up with comprehensive Will and Trust done for your clients. Thus, you earn good income and your client has a complete estate planning plan put in place!
For potential Will-Writer who are interested in estate planning, please do drop me a line and we can discuss in detail the business, the training, the most important of all who is your mentor. Please visit www.rockwillsonline.com.my or call 012-303 9383.
