What transforms a quiet individual into a confident, nurturing financial director?

In this episode, we explore the remarkable journey of Raymond, who started his career as an insurance advisor with a tied agency fresh out of university. Discover how Raymond's decade-long experience in the industry, coupled with his move to Financial Alliance, helped him break out of his shell, enhancing his ability to express himself and engage effectively with clients.

With Financial Alliance, Raymond found an empowering platform that allowed him to break free from the limitations of a tied agency. He experienced a significant shift in his ability to provide comprehensive financial solutions, moving from offering a limited range of products to accessing a vast array of options. This change enabled him to present clients with the best possible choices, ensuring a more complete and satisfying financial planning experience. He discusses the macro-level impact of this transition, emphasizing how the variety and innovation of products at Financial Alliance keep the field dynamic and engaging.

Raymond shares his personal journey of growth and professional development within Financial Alliance. Thinking now from a leader of a team, he talks about the challenges candidates face when considering a move to the company, such as the overwhelming variety of life insurance products and investment options. Raymond highlights how Financial Alliance's robust systems such as LIME, eFC and iBOSS, coupled with strong team camaraderie and knowledge-sharing, help overcome these barriers. He provides insight into the culture of cooperation and continuous learning at Financial Alliance, contrasting it with the competitive environments often found elsewhere in the industry.

Raymond's story is a testament to the transformative power of the right environment, and the impact of taking that first step in a new direction.


Join us at our U+ Business Opportunity Webinars, where we show you how it's done at Financial Alliance.

In this webinar, you will be getting the full picture of what's possible for you via this framework:

1) U+ The Largest IFA = ?
First, we answer the age-old question of "Who are we?"

2) U+ ACSIS Ecosystem = ?
Then, we look at the specifics of the robust, comprehensive in-house developed automation and systems with answering "What do we do?"

3) U+ L&D Pathway = ?
Of course, we have you covered when it comes to education - both in terms of technical knowhow and how to make yourself a lot more marketable - when answering "How do we train?"

4) U+ IFA Profession = ?
Naturally, the best measure of your results is often how well you're compensated from the efforts you're putting in to establish multiple sources of income arising from the wide spectrum of product offerings. This will be addressed in "How am I paid?"

5) U+ Self Evaluation = ?
Hard work only sees powerful results when you're clearly in your element. If this is truly your passion, and you have the right mindset, you will see what you stand to gain when we answer, "Can I do the job?"

Topic: U+ Business Opportunity Webinar
Date: Biweekly Session (Please select the date upon registration)
Time: 2.30pm - 4pm
Presenter: Mr Tony Ong, Director of FAR Development

Get all your queries answered in our next upcoming session at
https://us02web.zoom.us/webinar/regis...

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ABOUT FINANCIAL ALLIANCE
Financial Alliance obtained its financial advisory license in the 2002 when the Financial Advisory Act was enacted.

Regulated by the Monetary Authority of Singapore, Financial Alliance is the Largest Independent Financial Advisory firm in Singapore with over 430 Licensed Financial Consultants.

In our two decades in the industry, Financial Alliance has won various awards and recognition, including the Singapore Quality Class Star, People Developer and Brands for Good.

By partnering with more than 150 Financial Institutions, we currently service more than 135,000 individual and corporate clients and have more than SGD1 Billion in asset under advisory.



BREAKING OUT From Quiet Soloist To Influential Leader ft. Raymond Wee | Directors' Stories



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