保險秘辛
楊紘業《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 | 27 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-TW | Number of Listeners | Categories | MarketingEducationCoursesBusiness |
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做業務最難的究竟是什麼？
這個問題應該是很多人即便做了很多年還是不知道如何去回答的一個問題吧！
最近一則銀行理專疑似不當招攬的新聞，引發了許多討論。但真正值得思考的，不只是銷售流程是否合法，而是：
為什麼客戶會願意買單？
這一集，我想分享做保險、做業務多年最大的體悟：
✔️ 客戶買的從來不只是商品，而是對未來的想像。
✔️ 再專業的商品介紹，都比不上真正理解客戶的需求。
✔️ 業績不好，很多時候不是不夠努力，而是沒有找到客戶真正的痛點。
我們也會聊到：
• 人性的「貪、嗔、癡」如何... more
你是否曾經想過，為什麼同一張保單，不同業務員規劃出來的內容卻差這麼多？為什麼有些保單明明很好，卻很少有人主動介紹？保費越高，真的代表保障越完整嗎？
事實上，保險真正的價值，從來不是商品本身，而是規劃的思維。
在這一集，我們將分享保險規劃中容易被忽略的五個關鍵觀念，帶你了解：
• 為什麼同一張保單，不同業務員會有截然不同的規劃方式。
• 為什麼有些商品曝光率低，背後可能有哪些原因。
• 保費高，不一定代表保障最好，真正重要的是是否符合需求。
• 保單真正值錢的是整體規劃，而不是單一商品。
•... more
許多業務員，其實是自己把客戶送走的。
當客戶問：「有認識的房貸專員、會計師或律師嗎？」你若總回答「沒有」，你以為只是少個朋友，其實客戶是在測試你的價值。他會想：那我有事為什麼要找你？
客戶買的從來不只是保單，而是解決問題的能力。厲害的顧問不一定要什麼都會，但要懂得整合資源。尤其是面對醫師或高資產客戶，從診所經營、稅務到信託，當你能在客戶開口前就佈局好各路專家，你才不是隨時能被取代的「保單推銷員」，而是他人生不可或缺的「頂級顧問」！別再盲目開發了，先學會讓資源為你帶路。
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你很努力學保險，考了很多證照、背熟了商品條款，但客戶為什麼還是不買單？
這集 Podcast 探討保險業常見的迷思：知識不等於專業，條款不等於價值。真正頂尖的保險顧問，不是在賣商品，而是在幫客戶建立完整的風險管理架構。
從「搬磚頭」到「蓋房子」，從產品思維到結構思維，帶你重新理解保險顧問真正的核心競爭力。
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Apple Podcasts | #15 |  Taiwan/Education/Courses |
Apple Podcasts | #49 |  Hong Kong/Education/Courses |
Apple Podcasts | #217 | Taiwan/Education |
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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保險秘辛 launched a year ago and published 27 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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