She now makes it her mission to Mentor, Empower and Equip a new generation of capable and multi talented financial advisers with proven step by step coaching methodology in offering unbiased financial advisory, from referral-based effective client acquisition to extracting and maintaining high trust in the lifetime value of clients so as to up the level of professionalism in this industry.
Apart from managing one of the most Productive and Passionate Teams in Financial Alliance, she finds joy in bringing up her children and a good cup of coffee with friends and clients. After all, this is a profession about people – for people.
LET US CONNECT IF YOU ARE:
– An aspirant to the Financial Services Industry and looking for a proven training system to a successful career.
– Looking to achieve personal and business growth in a dynamic and productive team of advisors.
– Seeking to be grounded in strong Financial Precepts where putting client interests firsts is a Win-Win for all parties.
* Helping Clients to Save Thousands of Dollars A Year On Commonly Seen Financial Planning mistakes
* Performance Fee-based Wealth Management
* Estate & Trust Planning (AEPP®)
* Insurance Portfolio Audit
* Retirement Planning
* Mortgage Brokerage and Advisory
Manager of the Year 2020
The Manager of the Year Award goes to the team manager who accrues the highest points from 4 categories on the matrix; Group Total Revenue, % Growth on Revenue, Productivity per Adviser, and Recruitment Growth.
Top Associate Director for Highest Productivity Per Adviser H1 2020
– Awarded to the Top Direct Team for Highest Productivity Per Adviser
– Bringing the advisory model beyond face-to-face meetings in a new world of technological and epidemic disruptions.
Financial Alliance Quality Class Prestige Award 2020
Million Dollar Round Table 2020
Financial Alliance Quality Class Merit 2019
Million Dollar Round Table 2019
Financial Alliance Quality Class Merit 2018
Million Dollar Round Table 2015
Million Dollar Round Table 2014
Million Dollar Round Table 2013
Million Dollar Round Table 2011
She now makes it her mission to Mentor, Empower and Equip a new generation of capable and multi talented financial advisers with proven step by step coaching methodology in offering unbiased financial advisory, from referral-based effective client acquisition to extracting and maintaining high trust in the lifetime value of clients so as to up the level of professionalism in this industry.
Apart from managing one of the most Productive and Passionate Teams in Financial Alliance, she finds joy in bringing up her children and a good cup of coffee with friends and clients. After all, this is a profession about people – for people.
LET US CONNECT IF YOU ARE:
– An aspirant to the Financial Services Industry and looking for a proven training system to a successful career.
– Looking to achieve personal and business growth in a dynamic and productive team of advisors.
– Seeking to be grounded in strong Financial Precepts where putting client interests firsts is a Win-Win for all parties.
* Helping Clients to Save Thousands of Dollars A Year On Commonly Seen Financial Planning mistakes
* Performance Fee-based Wealth Management
* Estate & Trust Planning (AEPP®)
* Insurance Portfolio Audit
* Retirement Planning
* Mortgage Brokerage and Advisory
Manager of the Year 2020
The Manager of the Year Award goes to the team manager who accrues the highest points from 4 categories on the matrix; Group Total Revenue, % Growth on Revenue, Productivity per Adviser, and Recruitment Growth.
Top Associate Director for Highest Productivity Per Adviser H1 2020
– Awarded to the Top Direct Team for Highest Productivity Per Adviser
– Bringing the advisory model beyond face-to-face meetings in a new world of technological and epidemic disruptions.
Financial Alliance Quality Class Prestige Award 2020
Million Dollar Round Table 2020
Financial Alliance Quality Class Merit 2019
Million Dollar Round Table 2019
Financial Alliance Quality Class Merit 2018
Million Dollar Round Table 2015
Million Dollar Round Table 2014
Million Dollar Round Table 2013
Million Dollar Round Table 2011
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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