Who says technology is only for the young?
There is a fundamental shift in the way young customers approach and initiate the buying cycle; they are starting to trust technology to ...
Are you tech-savvy enough for your clients?
Only 18% of Singaporeans have seen a financial adviser in 2017. 
You'll have better luck holding the attention of a goldfish than a millennial.
Millennials have an attention span of 8 seconds, less than a goldfish. This is how you approach them, and capture their attention. 
How does Singapore’s ageing population affect the financial planning industry?
Most of us are already aware that Singapore is an ageing population but to what extent? 
Understanding the generations: Life priorities
Generations can be confusing but once understood, it can give context to bigger conversations such as differences, similarities, life pri...
BTO x KPMG: Rewiring financial planning
Rewire, not retire. 
Persuading and selling are not the only skills you need to have as a financial adviser
It is a well-known fact that as a financial adviser, selling is your bread and butter. Many a times, you are so focused on hitting a sale...
How to ace that first prospective client meeting?
The first meeting with a potential client will be jittery for almost all financial advisers. It’s your opportunity to either seal the dea...
1 in 3 Singaporeans plan to work through retirement: Strategies for your soon-to-retire clients
We recently commissioned a poll to measure the retirement readiness in Singapore and how people intend to fund their retirement. The surv...
Survey finds that 82% of Singaporeans have not sought financial advice in 2017
In a recent survey commissioned by BetterTradeOff, 1000 Singaporeans were surveyed on retirement readiness. It has been found that 3 in 5...