ELYSIA CHAN

Thank you for entrusting your financial planning needs to me and I will continue to commit my very best effort to refine your financial goals according to your life plan.

ABOUT ME

After 8 years in the banking sector, I realised my true passion as a wealth advisor and wanted to seek new challenges so I can offer more financial solutions to my clients through multiple platforms. For me, the top 3 qualities that a good advisor needs to have is accountability, honesty & sincerity. We need to be accountable for what we advise, honest in our choices and sincere in our recommendations.

In 2018, I moved out of my comfort zone from my banking job to MFA in July, then found out I was pregnant in OCT 2018. With body and mental challenges and a steep learning curve, I still managed to achieve my COT goal. The amazing support that VA has provided is crucial to my journey. With knowledgeable and experienced directors to learn from, as well as the monthly compulsory meeting, which I find motivating and useful. The admin support from VA is also very efficient, directly assisting my sales processes. My favorite quote is: Your life is the sum of all your choices. You make a choice today, and you stick by it. Don’t live in regret and never land yourself in a situation that 10 years down the road, u turn back and ask yourself, what if you have or have not done that? Don’t limit yourself in whatever you do, as long as it’s within your conscience & capability, the sky is the limit!

I would advise people who are joining this industry as a FA to be mentally prepared to handle different emotions. Perseverance is key, and not making excuses for yourself when you are NOT doing well. The earth is round, there’s a good REASON for every single event, learn from mistakes and improve yourself. Strategy in your work is also very important. Different methods work for different people, don’t just follow blindly. once you identify your strengths, do more of what you are good at and less of what you are not. think before you act. If you’re someone like me who enjoys new challenges while working on something you’re so passionate about, contact me today!

AWARDS & ACHIEVEMENTS

Court of Table Qualifier – MDRT

Top 3 Producer of the year (MLS Revenue Credit)

Titans Club 4 Star Qualification