I trained as a competitive swimmer since I was 6 years old and played Water Polo at 12 years old. As a Water Polo player, I represented Singapore with the National Youth Team and subsequently the National Squad. During my tertiary years, I played on the National University of Singapore’s team and served as their team captain and manager.
Recruited into the financial advisory industry as an intern via the Advisors Alliance Group (“AAG”) Varsity Internship Programme in 2008, I was attached to my mentor – Executive Director Vincent Koh during my university tenure. I used to juggle my studies, and financial advisory and was also running several businesses before I finally decided to concentrate full-time on financial planning as a full-fledged advisor in 2011 after I graduated from NUS Chemical & Biomolecular Engineering.
Now, I am an Executive Director of Advisors Alliance Group, leading an organisation of 83 financial consultants and leaders. I have been brought up in my business by the pioneers of AAG. In August 2020, I also launched a self-discovery and dream-building book entitled “Me-ssion: Getting Your Sh*t Together”. Inspired by my desire to provide mentorship, “Me-ssion: Getting Your Sh*t Together” is a time-bending playbook that aims to help its readers create their very own stepping stones into their future dreams.
Unlearn and relearn.
It is extremely important to develop the skill to unlearn and relearn new methods of conducting our business, from advisory with clients to recruiting team-mates. This means we need to be adaptable in our business, to be able to change our approaches to the various business challenges out there.
Never forget your roots.
My success today is thanks to Vincent Koh, who is my Introducing Officer, my Executive Director, and ultimately my mentor. But intimately, he is my Business Father.
Keep that competitive edge.
With the current situation, we are starting to see the inevitable integration of technology and artificial intelligence in our line of work in financial advisory. Information is more and more readily available to clients via digitisation, and clients are maturing in terms of financial literacy. As clients receive better standards of advisory as the industry matures, this keeps us financial consultants competitive in upgrading ourselves and bettering ourselves professionally to stay on top of the game. With better competencies through maintaining our competitive edge only makes us able to serve our clients even better.