ATTN: FINANCIAL CONSULTANTS & MANAGERS
FREE REPORT: FINANCIAL SERVICES 2025 TRENDS & PREDICTIONS
How Vision Advisory Supports Financial Consultants In Capitalising on 5 Major Industry Trends That Will Shape 2025 and Beyond
REQUEST MY COPY
ENTER YOUR CONTACT INFO BELOW TO
RECEIVE A COPY VIA WHATSAPP
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.
HOW A $5 BILLION INDUSTRY GIANT WENT BANKRUPT, AND WHY IT MATTERS TO YOU AS A FINANCIAL CONSULTANT IN 2025
In 1997, two companies stood at a crossroads: Blockbuster, a $5 billion giant with 9,000 stores worldwide, and Netflix, a small startup with a novel idea.
Both had access to the same market information. Both could see the same emerging trends.
Today, Netflix serves 230 million subscribers. Blockbuster? There’s just one store left, standing as a tourist attraction.
The difference?
One company saw the trends that would reshape their industry. The other didn’t.
As a financial consultant in 2024-2025, you’re standing at a similar crossroads. Major shifts are transforming our industry:
#1: The Great Wealth Migration
Singapore welcomed 3,400 high-net-worth individuals in 2023 alone, according to this 7 May 2024 Straits Times article – “Singapore is world’s 4th wealthiest city, overtaking London: Report”. Yet most financial consultants lack the expertise and infrastructure to serve these ultra-wealthy clients effectively.
#2: The Digital Revolution
Traditional client acquisition methods are becoming increasingly expensive and ineffective. The cost of digital advertising is skyrocketing, while traditional roadshows yield diminishing returns.
#3: The Education Evolution
96% of customer education programs have shown positive business impact (source: Top Findings on the Business Impact of Customer Education, Intellum, 14 May 2024). Today’s clients demand education before transaction – yet most consultants still rely on outdated sales approaches.
#4: The Compliance Complexity
Regulatory requirements are becoming increasingly stringent. One overlooked detail in your paperwork can potentially delay your entire case submission.
#5: The Gen Z Factor
A new generation has entered the workforce, reshaping how financial services are consumed and delivered. They want everything digital, 24/7, at their fingertips.
The question isn’t whether these trends will impact your practice. The question is: Will you be Netflix or Blockbuster?
Our guide “Financial Services 2025 Trends & Predictions” reveals how Vision Advisory helps financial consultants position themselves ahead of these trends, including:
How some consultants qualify for Top of the Table (TOT) with less than 10 cases a year dealing with high net-worth clients
The digital infrastructure that generated 9,000 high-quality leads and hundreds more each month
How to position yourself to catch “The Wave of Ultra-Rich” transferring their wealth to Singapore
Must-have digital tools and support systems to minimise time spent on unproductive paperwork as your clientele expands
Download “Financial Services 2025 Trends & Predictions” Today.
Position Yourself Ahead of Industry Trends.
REQUEST MY COPY
OUR EXCLUSIVE FINANCIAL ADVISORY PARTNER
EXPERIENCE FINANCIAL AND CAREER SUCCESS WITH THE PLATFORM 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 having grown an advisory firm, from 20 to over 230 consultants in two decades.
34% of consultants leveraging our support achieve MDRT and above since 2021, surpassing the industry success rate of 6%.
Supported 6 TOT, 9 COT, 65 MDRT producers in achieving their goals in 2023
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 “Financial Services 2025 Trends & Predictions” Today
REQUEST MY COPY