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.
Coming from Citibank as a CitiGold Banker, I often find myself questioning if I could do better when it comes to servicing clients as a financial advisor – to represent the company’s principal or the client’s best interest. Therefore I decided to step out of my comfort zone to build my own brand, and it was a struggle in the beginning even for an experienced advisor like myself.
Vision Advisory has been well established in the field as a leader for financial advisory. With the wealth of knowledge from the management and limitless support from administration, post sales and continuous learning, i find myself immersed in a growing habitat, improving myself daily as a professional. I look for a few qualities in the management, namely being transparent enough to speak the truth for the benefit of the advisors, willingness to learn and improve as a role model to the advisors, and supportive – place the team ahead of self interest, to ensure everyone is motivated to achieve a common goal.
I am happy to say after being in VA for slightly under 2 years, qualifying for MDRT in 2017 and 2018 has fulfilled all that I have been looking for. I hope to eventually grow a team for myself a guide a new batch of expert advisors in the coming years, advise them to have a steel heart when facing challenges, and a sponge mind to absorb all learnings along the journey to ensure success at the start. Contact me TODAY to find out more!