Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
When first exploring financial advisory while in the tied agency, looking at so many product and services from many service providers, I was a bit overwhelmed.
I figured working with a group of advisers with different specialties and knowledge, it will be easier to manage the practice. With the intention to gather a few advisers from different teams to work together by each specializing in one or two areas, to form a specialist group of support, I noticed the idea does not go well with different leaders.
Thus, I decided to form and train a team of liked minded advisers who can share knowledge and ideas, with each of them well-versed in the area of interest.
after more than 10 years, we still keep the spirit of sharing through regular meetings and chat groups.
In the IFA environment, join a group of liked minded advisers will help you access more product and services to provide a comprehensive financial plans for your clients.
Let us connect if you are
looking for a change in your practice from tied agency to IFA.
seeking a second career in the financial industry.
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