FOR ASPIRING FINANCIAL ADVISORS
FREE EBOOK: THE ULTIMATE FA CAREER DISCOVERY KIT
Discover How Mid-Career Professionals Can Make a Successful Career Transition Into The Financial Services Industry Without Sales Experience, Finance Background, or Huge Personal Network
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Due to industry regulations, this opportunity is only open to Singaporeans or PRs aged 21 and above, with at least an A-level or diploma certification.
WHAT YOU’LL DISCOVER INSIDE…
13 Warning Signs you are stagnating or about to stagnate in your career and income (Page 5)
“The New Way” of making clients flock to you, while positioning yourself as an expert instead of being treated like an annoying salesperson (Page 36)
How to fight off “The Illusion of Abundance” that causes some consultants to experience a decline in income from their 3rd year in the industry (Page 38)
How our proprietary fintech mobile app generated 9,000 high quality leads and hundreds more each month, saving consultants from wasting time and resources on outdated sales tactics. (Page 35)
How David endured many frustrating years as a tied agent before the culture, philosophies and solutions at VA gave him the opportunity to flourish (Page 8)
How NUS Business School Dean’s Lister Jordan puts his income and career growth years ahead of his peers by leveraging the leadership and systems at Vision Advisory (Page 12)
Why ex-banker and tied agent Rachel finds Vision Advisory the ideal firm for leaders to grow and retain a team of financial consultants (Page 23)
How Zenon retired his parents within 2 years of becoming a financial consultant with VA (Page 21)
How Carol maintains career longevity as a financial consultant and agency leader for over 20 years at Vision Advisory, without compromising on family, health or her passion for travel (Page 16)
What inspired Fergus, a sought-after business consultant for startups, to make a career switch with Vision Advisory (Page 13)
The “bad news” if you’re a hardworking financial consultant in the industry struggling to succeed (Page 33)
How some of our consultants in their 30s qualify for Top of the Table (TOT) with less than 10 cases a year dealing with high net-worth clients (Page 36)
How to position yourself to catch “The Wave of Ultra-Rich” transferring their wealth to Singapore. (Page 35)
How the “Advisory Gap” faced by working adults today presents a golden opportunity for you to build deep relationships and turn them into clients even if they already have their own consultants (Page 30)
Must-have digital tools, strategies and support systems so that you minimise time spent on unproductive paperwork as your clientele expands (Page 40)
Why sales experience, business and finance background, social network, personality and age doesn’t matter when it comes to success in financial services (Page 26)
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EXPERIENCE FINANCIAL AND CAREER SUCCESS WITH THE FIRM THAT SETS THE INDUSTRY STANDARD
Step into Excellence: Transform Your Career as a Financial Consultant
Over 20 years of industry experience since 2003.
Track record of tremendous growth, from 20 to over 230 consultants in two decades.
Impressive success rate of over 26% of Vision Advisory’s consultants achieving MDRT and above since 2021, surpassing the industry average of 6% earning six and seven-figures in annual income.
Produced 2 TOT, 17 COT, 51 MDRT achievers in 2022
Exceptional leadership and career progression opportunities, with over 43 leaders produced.
One of the first in the industry to establish an 8-platform system known as V-Pulse, responsible for creating income and career breakthroughs for over 230 consultants, and ensuring sustainable success long-term.
Download “Average to Exceptional” Today
REQUEST MY COPY