
LUCAS CHAN
9th Runner-up, Top Director 2022
ADVISORS ALLIANCE GROUP
Born in a humble family in a small village in Malaysia, I made a career switch from being a manager at a 5-star hotel to financial consulting, where I now lead a team of eight in the organisation. In this five-year career, I have received International Dragon Awards (“IDA”) and qualified as a member of the Million Dollar Round Table for five consecutive years from 2018-to 2021. I was also part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award from 2019 to 2021, and I am also a member of the AIA Financial Advisers Centurion Club in 2020 and 2021.
This is a people’s business.
From my 7 years of experience in the hotel industry, I have learnt that having service skills is important in a people’s business like this industry. If you know how to serve people well, always go the extra mile and provide services that exceed expectations, you will have no problem selling. People buy because of who you are, not necessarily because of the product alone.
Setting my own KPIs
As a financial consultant, my biggest goal is to impact more lives — at least 100 lives year after year. I feel a sense of fulfilment when I am able to help my clients plan out a comprehensive portfolio. Eventually, I hope to do proper financial planning for 1,000 families and lead a team of at least 50 successful associates with a common mission.
Have the right attitude from the beginning.
When you focus on people, money will come. When you focus on money, people will go. Always have the mindset of putting clients first. Without the trust and understanding of your clients, you will not be able to achieve whatever successes you may have.
Accolades
9th Runner-up, Top Director 2022
AIA Centurion Club 2023, 2022 and 2021
AIA FA Pinnacle Club (Unit) 2023, 2022 and 2021
AIA High Net Worth Prestige Club (Personal Wealth Manager) 2022
AIA FA Prestige Platinum Club 2020
Court of the Table 2023, 2022 and 2021
International Dragon Award – Bronze Dragon Award (Agent Category) 2023, 2020 and 2019
International Dragon Award – Silver Dragon Award (Agent Category) 2022 and 2021
100 IDA Team Award 2023, 2022, 2021, 2020 and 2019
Million Dollar Round Table 2020 and 2019
Associate Specialist in Estate Planning (ASEP®)
Institute of Banking and Finance Qualified (IBF Qualified)
Associate Financial Consultant (AFC)
Diploma in Personal Financial Planning (DPFP)
Bachelor of Arts in Management and Hospitality Management
TESTIMONIALS
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