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 | 25 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-TW | Number of Listeners | Categories | BusinessMarketingEducationCourses |
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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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🎙️【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
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Apple Podcasts | #17 |  Taiwan/Education/Courses |
Apple Podcasts | #50 |  Hong Kong/Education/Courses |
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保險秘辛 launched a year ago and published 25 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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