Financial Advisory Director | Mentoring Advisors to Enhance Client Value & Grow Their Practice
Altricia’s journey started much like many advisors – with 16 years as a tied agent, helping clients with insurance and wealth protection. She reached a point where she wanted to offer her clients more flexibility, fully unbiased advice, and ways to truly enhance the value she provided. That desire led her to join Financial Alliance in 2014. Moving to a robust platform opened up access to the whole market, allowing her to offer broader solutions than possible within a single company.
Today, as a Financial Advisory Director with over 20 years of experience, she finds great satisfaction in mentoring fellow advisors, especially those with a few years’ experience who are keen to grow their practice. Her focus is on sharing how to bring outstanding value to clients by expanding the conversation beyond single policies. This involves developing holistic plans covering risk, wealth accumulation, retirement, and investments, supported by the excellent tools and resources at Financial Alliance.
So, if you’re an advisor with around 2-3 years’ experience, maybe considering a move from a tied agency structure, and you’re passionate about deepening your client relationships and enhancing the value you offer, she would be happy to connect. It’s a chance to explore how an independent platform and supportive mentorship from someone who understands the transition could help shape a fulfilling and successful path for your advisory career.
My Specialties
Leadership and Consultant Recruitment & Development: Specializing in sourcing, onboarding, and advancing the careers of leadership and consulting professionals.
Integrated Financial Planning Services: Offering expertise in insurance solutions, investment management, retirement planning, and cashflow optimization through portfolio audits.
Financial Recommendation and Presentation Skills: Proficient in developing tailored financial plans and effectively communicating complex information and alternatives to clients.
Achievements
Working with an existing Goup of: Advisory Wealth Advisory Director, Financial Advisory Managers and Senior Financial Consultants.
She firmly believes in the power and value of long-term collaboration with her advisors, spanning over a decade. This enduring partnership has not only enriched her professional growth but has also fostered a deep trust and understanding, enabling her group to navigate challenges and achieve remarkable milestones together.
Personal Achievements:
2024
Finanancial Alliance Quality Class (Prestige Class)
2023
Financial Alliance Quality Class (Merit Class)
2022
Finanancial Alliance Quality Class (Prestige Class)
2021
Financial Alliance Quality Class (Prestige Class)
2020
Financial Alliance Quality Class (Prestige Class)
2019
Financial Alliance Quality Class (Prestige Class)
2018
Financial Alliance Quality Class (Merit Class)
2016
Financial Alliance Quality Class (Merit Class)
2016 (Team Achievements | Collective Effort)
Manager of the Year Award (met the following pre-requisites:)
*Highest Group Total Revenue
*Highest % Growth on Revenue
*Highest Productivity per Adviser, and
*Highest Recruitment Growth
2015
Financial Alliance Quality Class (Merit Class)
2014
Financial Alliance Quality Class (Merit Class)
Years of experience in the Financial Industry
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Life Insurance Partners
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General Insurance Partners
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My Services
My Content
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Testimonials
Some decades ago, I had to consider re-evaluating my Private Health Insurance after relocating to Singapore and required the services of an unbiased and helpful insurance agent to manage my often complex insurance affairs. It was my extremely good luck to be recommended to a lady agent Altricia Soh and it is my good fortune to be able to retain her exceptional services after all this time.
As a senior citizen now with the Singapore Insurer-Singlife, it has been an absolute pleasure to have Altricia Soh represent me and diligently handle the myriad of paperwork and frequent questions I pose to her in relation to my health insurance. She demonstrates extraordinary communication skills and patience which one can only describe as an outstanding personal touch which is rare in this demanding and competitive world. As a senior, I can fully appreciate the positive attitude Altricia shows when offering advise or clarification on my many questions. Her attitude and professional knowledge and efficiency can only be described as Exceeding Customer Expectations.
After many years of exceptional service, I consider Altricia Soh, not only a professional insurance advisor but a lady who consistently exudes friendliness, patience and who is dedicated to the total commitment of customer satisfaction. Such a cheerful and helpful person whom I fully recommend you contact should you need independent, unbiased advise.
Ian Roberton
Former Hon Pro-Consultant(Diplomat), Singapore International Education Director, Rtd Senior Grass-Roots Leader and NC Member Singapore
I have known Ms Altricia Soh Bee Ling for more than 20 years. I first knew her when she was working with Income I bought several policies from her, both my myself and my family. Her service is excellent without any doubt. You cannot get another financial advisor like her. Whenever I contact her, she would immediately reply or within a short period of time, even when she was overseas on business trip. I can assure you that you cannot find another person like her.
The most unforgettable episode is regarding a claim from G* insurer. I did not buy this policy from Ms Soh but another agent before I knew Ms Soh. My husband is a stroke patient and in the initial stage I submitted a claim against G* insurer for my husband’s policy. G* insisted on an Attorney’s letter from me for the claim. Ms Soh checked for me and it cost about $4,000.00 for the attorney’s fee. Ms Soh said such a huge sum could be used to pay for my husband’s rehab. therapy instead of paying the attorney. My G* agent did not do anything to help me. Instead it was Ms. Soh who helped me to write a letter to G* to get them to write to my husband’s neuroscience doctor to confirm that he is of sound and logical mind and finally G* insurer paid us in full. I am very grateful and thankful to Ms Soh for helping me to save this $4,000.00.
Now I am retired and not giving her any business but yet her services did not end. She is still giving me that excellent services, especially regarding insurance claims for my husband and myself, since we are not well versed with IT technology.
I can fully endorse Ms Soh’s excellent services to anyone who wants a first class financial advisor.
Thank you very much, Ms. Altricia Soh Bee Ling, for your excellent services and help. I am very grateful for that. Heartfelt thanks.
Mdm Goh Sew Lian, client since 2003
Specialist to Retiree
I have the pleasure of working with Altricia for the past decade. Her expertise in the industry is evident, and she possesses an innate ability to identify suitable talent.
Altricia not only understands the specific skills and qualifications needed but also emphasizes the importance of cultural fit within our organization. Her proactive approach and keen insights made our selling process efficient and successful, resulting in a team that is both skilled and cohesive.
She took the time to understand our unique needs and aspirations, ensuring that every candidate under her wing will be a strong fit.
Another advantage of working with Altricia is her strong support to safely navigate us through the compliance process which in recent years has grown much in complexity. Many of us will be in compliance hot-soup if not for her timely advice & support.
Thanks to Altricia, we now have a talented team that will drive our success for years to come.
Terence Hon
Financial Advisory Manager, working team partner since 2014 (CFP, AEPP) https://www.linkedin.com/in/hon-yi-chen-terence-93954574/?originalSubdomain=sg
CONTACT US
- 150 Beach Road #12-01/08, Gateway West Singapore 189720
- +65 62221889
- +65 62221019
- feedback@fa.com.sg
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