
《保險秘辛》是一檔揭露保險實戰真相的節目,由資深財務顧問楊紘業主持,專為想深入理解保險結構以及了解業務內容的您而設計。在這裡,我們不談話術,只講策略。 從指定受益人設計、保單資產配置、到避免遺產稅與家庭糾紛的實例分享,每一集都深入剖析保險公司沒說、業務員不講、但你一定要知道的關鍵。 個人網頁:reurl.cc/r0o3Kb YouTube / Instagram / Dcard :楊董上工前 Powered by Firstory Hosting
| Publishes | Weekly | Episodes | 23 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | CoursesEducationMarketingBusiness |

🎙️【保險做越久,真的就越厲害嗎?】
很多人以為,在保險業待得越久,專業一定越強。
但真的是這樣嗎?
在這集,我想跟大家聊聊一個很多人不願意面對的真相:「年資不等於能力,做得久也不代表做得對。」
從227條款、3343延伸處置,到保單健檢過程中看到的各種理賠落差,讓我深刻體會到:
真正的專業,不是待得久,而是願不願意持續學習。
同時,我也分享自己如何從大眾市場轉型到醫師與高資產客群,透過重新定位客戶、選對商品與建立商業模式,在短時間內突破業績瓶頸。
如果你是:
✔ 保險業務員
✔... more
你有沒有想過?
同樣是保險業務員、房仲、顧問,甚至創業者,客戶為什麼最後選擇你,而不是別人?
很多人做業務多年,仍然習慣用「我很認真」、「我服務很好」、「我業績很強」來介紹自己。但現實是,客戶真正關心的從來不是你有多厲害,而是——你能幫他解決什麼問題。
這一集,我將分享自己服務超過數百位醫師客戶的實戰經驗,從理賠協助、稅務規劃、法律資源、房貸整合到資產配置,聊聊真正能讓客戶記住你的差異化到底是什麼。
同時也會談到:
✔️ 為什麼業績不是成交的關鍵
✔️ 如何透過細節建立長期信任
✔️ ... more
很多人都在追求成功。
追求收入、名氣、頭銜、業績、MDRT、COT、TOT。
但這幾年,我開始越來越常思考一件事:我們拼命賺錢,到底是為了什麼?
這集 Podcast,我分享了一段我和一位朋友的對話。
他曾經跟我說,如果某件事情成功,他可能一次賺進幾十個億。
但我後來只問了他一句話:
「你賺這麼多錢,到底要幹嘛?」
那一瞬間,我突然發現,很多人後來追求的,早就不是生活本身,而是慾望、比較、虛榮,還有害怕輸給別人的感覺。
在這個社群媒體充滿炫耀與比較的時代,我們好像越來越容易把「成功」... more
很多業務員都遇過這種情況:
當下聊得很好、氣氛很熱、客戶點頭簽單,結果三天後開始:
「我再跟家人討論一下」
「最近公司現金流有點緊」
甚至直接已讀不回。
但你有沒有想過
客戶真的在拒絕你嗎?
這集《保險秘辛》,我們要聊的不是話術,而是「人性」!
📌 為什麼最容易在簽單後72小時反悔
📌 為什麼回家後,想法會180度改變?
📌 為什麼老婆、朋友、社群 的一句話,就能瓦解原本建立好的信任?
📌 為什麼很多業務員越 follow-up,客戶反而越想逃?
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保險秘辛 launched a year ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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