LEE WING TAT RANDY

The fruit of service is peace. If you help people get what they want, you will get what you want

LEE WING TAT RANDY

3rd Runner-up, Top Senior Director 2022
RANDY LEE-SUNNY YAP ORGANISATION
ADVISORS ALLIANCE GROUP

Steve Jobs once said “You cannot connect the dots looking forward but you can only connect the dots looking backwards.” How true that is. The first turning point in my life was when I decided to pursue design studies at Nanyang Polytechnic instead of entering junior college. I had always wanted to be a designer because I believe I can communicate messages powerfully through my work as a designer. It was the pursuit of this path that led me to know my current boss Sunny, and with that, an awakening that I can do much more. I now communicate the powerful message of love through what I do, and instead of designing publications, I’m really blessed to get to help design lives. Some of my accolades include being a recipient of the International Dragon Award (IDA), as well as being a member of the Million Dollar Round Table (MDRT).

Integrating work and life.
My work has become my life and I enjoy spending time with my clients who have now become my friends, and with also my colleagues who are like family to me. I enjoy their company over meals and drinks, playing sports like badminton, or singing songs together. In my free time, I enjoy jogging, reading, and watching interesting dramas and documentaries.

Focusing on fundamentals.
One thing I have learned in my journey is to focus on fundamentals, not on results. Fundamentals such as how to prospect, how to ask questions, how to create interest and value, how to present concepts, how to do fact-find well, how to close and how to get referrals. Fundamentals are the building blocks of our career whether as a financial consultant or as a leader. If your fundamentals are not right, you get better at doing the wrong things. If your fundamentals are good, you get better at doing the right things. This is something that new financial consultants should definitely know about as they build up their careers in this industry.

My biggest inspirations.
I am privileged to have met my mentors Chuan, Sunny, Terence and Ray and they, along with role models such as Tony Gordon and the late Norman Levine are the greatest influences who inspire me as a financial consultant.

Remembering the primary role of financial consultants.
The fundamental purpose and role of a financial consultant have not changed in the last 50 years and I do not see it changing in the future. Our primary role is to provide security for our customers through proper planning and more importantly, to motivate them to take action. The methods to reach out to customers may have changed, but the fundamental problems of dying too soon, living too long, or having bad health along the way, will always remain. As long as there is a risk, there is a need for us and what we do.

Clubs & Awards

Awarded to
Lee Weng Tat Randy
2021

Awarded to

LEE WENG TAT RANDY

MEMBER OF THE
AIA PRESTIGE TITANIUM CLUB
2021

Awarded to

LEE WENG TAT RANDY

Qualifying Member Of The
Million Dollar Round Table
2021

TOP SENIOR DIRECTOR 2019
RANDY LEE WING TAT & TEAM

RANDY LEE-SUNNY YAP ORGANISATION
ADVISORS ALLIANCE GROUP

BACK ROW (STANDING): WONG DE RONG TIMOTHY – LIM CHENG JUN – TAN MEI MEI – TEO BOON EE – LIM SUHOU MINDY – LIM XUE YAN MICHELLE – ASHRAF AHMAD – ZHANG DAWEI

FRONT ROW (SEATED): MS SINTA – SRIBALAN SO – LEE WING TAT RANDY – TAN YANNI SHIRLEY – CHUA RONGDA – CHUA WEI LUN

Accolades

3rd Runner-up, Top Senior Director 2022

1st Runner-up, MDRT Unit, Highest Number of Registered MDRT Members 2021

Million Dollar Round Table Unit (Ruby) 2021

Top Senior Director 2019

1st Runner-up, Senior Director (Affluent and High Net Worth) 2019

AIA FA Prestige Platinum Club 2023 and 2020

AIA FA Pinnacle Club (Gold Unit) 2023, 2022 and 2020

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2023 and 2020

AIA FA Prestige Titanium Club 2022 and 2021

AIA FA Pinnacle Club (Unit) 2021

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2021

AIA High Net Worth Prestige Club (High Net Worth Senior Director) 2019

Million Dollar Round Table 2023, 2021 and 2020

International Dragon Award 2023, 2021, 2020 and 2019 – Silver Dragon Award (Manager Category)

100 IDA Team Award 2023, 2021, 2020 and 2019

International Dragon Award 2019 – 2021 – Bronze Dragon Award (Agent Category)

Associate Wealth Planner (AWPCM)

Diploma in Digital Media Design

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