David Spent Many Challenging Years in a Tied Agency. Vision Advisory Offered Him the Culture, Philosophies and Solutions He Had Been Searching For

Upon graduating from university, David listed down what he looked for in a career.

He preferred a job that was relationship-based where he could touch lives, while having flexibility and full autonomy over his work life.

The insurance industry ticked all the boxes. 

Thus, he joined a tied agency, an organisation that works exclusively with one insurer. He remained in the tied agency for close to 10 years where he has seen highs and lows. 

David started out strong in his first year, but come the second year, his leads started to run dry. The tied agency was more product-oriented and he knew he did not want to be seen as a product salesperson.

He signed up for courses and invested in books. He spent his third and fourth years at the tied agency developing an appreciation for holistic planning and came up with many concepts.

In his sixth year, David started to perform well again. New consultants approached him to learn how they could also implement holistic planning. However, he hit an unexpected road block where his new ideas were not welcomed by seniors at the agency.

The misalignment of values, beliefs and philosophies became more apparent over time and he hit a ceiling.

Finally, David made a switch to Vision Advisory through the recommendation of a friend.

It was not a switch he took lightly. Prior to making the move, David approached his clients and told them that he was moving to a financial advisory firm with better diversification and dynamics. Their response was warm and met with enthusiasm.

Stepping foot into Vision Advisory opened a new world to David. The structure and philosophy was what he had strived towards all those years. The Education & Training Platform, partners and products at Vision Advisory allowed David to serve his clients in a more holistic way. 

He went from feeling alone to having a sense of belonging with his peers and clients. The results soon followed. 

While receiving awards was rewarding, it was the clients’ validation that gave David the most satisfaction. 

One such occasion was when David accompanied his clients to an estate planning appointment. To his surprise, the clients requested for David to join in their discussion, as he was the only one who understood their finances. This made him feel that he was doing something worthwhile where he played an important role in his client’s life.

Similarly, David felt a sense of achievement when the CEO of a company acknowledged how much he had improved in his knowledge and communication skills. He was impressed with David and how far he had come, that he entrusted his assets to him. David cherished this vote of confidence. 

Bryan was able to engage with the CEO because of the training provided by Vision Advisory, provided by V-Pulse.

Now, David works closely with his wife Leanne, who has joined Vision Advisory as a consultant.

Previously, Leanne worked at multi-national corporations with back-to-back meetings, multiple assignments, countless emails and job responsibilities.  

Work was intense and she could not afford to shut off or she would lose track. She felt like a cog in a machine and wanted more autonomy over her time.

Finally, Leanne decided to take the leap into financial advisory where she could have ownership over her career. From her previous roles, she shared her experience in processes that she and David incorporated into their financial advisory planning.