Edmond Ng CFP - Insurance Careers - Novella Wealth

10/26/2026

10/20/2026

My first real conversation with a stranger.

Stop “pre-rejecting” yourself. New insurance advisors often reject themselves first by assuming people do not want to talk.

Your job is not to decide for them. Open the conversation with respect, stay curious, and give the other person room to choose.

Join the growing Novella team. Let's connect (link in bio).

10/09/2026

The number one thing I'd tell a new agent: Insurance isn't easy money

The "easy money" pitch does real damage to new agents. When the hard week shows up, and it always does, they decide they must be the problem. They aren't.

The work is simple to describe and hard to keep doing after five people in a row don't call back.

The value of a strong insurance team becomes clearest when something goes wrong.

Good support is not just encouragement. It is having experienced people who can help you understand a declined application, improve your approach, and find the next responsible step. That guidance can turn a setback into useful experience.

Join the growing Novella team. Let's connect (link in bio).

09/29/2026

Leadership is not about being right first.

Content may not replace client work, but it can build familiarity before the first meeting. When the people you mentor see something you missed, listen, learn, and adapt. The best mentorship eventually works both ways.

Join the growing Novella team. Let's connect (link in bio).

Thomas C. Chan Financial Service
zoeleefa

09/22/2026

What a client taught me that training never did.

A file review can be valuable even when no transaction follows. Staying curious about the person, sharing useful context, and showing up consistently often matter more than delivering the perfect pitch. That is when an advisor becomes someone families trust.

Advisor training teaches process. Clients teach perspective.

Join the growing Novella team. Let's connect (link in bio).

09/08/2026

My teammates are still asking why we do things a certain way, and I stopped asking that a long time ago. Henry never told me I was doing it wrong. He described his own calendar and left me to draw my own conclusion, which is the more effective way to change someone's mind anyway.

So who was the last person on your team you actually took something from?

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Join the growing Novella team. Let's connect (link in bio).