“Live as if you were to die tomorrow. Learn as if you were to live forever.” – Mahatma Gandhi
Create your own career goals...........
I’m a Certified Financial Planner (CFP) Certified Private Banker (CPB) with 15+ years in the financial planning industry. After winning multi-financial planning awards in HK, I focused on building a professional advisory team that could deliver more professional services to clients in HK, China, Japan and Taiwan. With our full suite of product and service offerings, we are committed to serving the needs of both retail and corporate clients.
As CCSP and GCDF, I provides professional career facilitation service by career development facilitators guides my clients to enhance self-understanding for planning or embarking on their career development through one-to-one consultation and assessment.
Are you a professional seeking your next role?
Do you feel frustrated you’re not getting the clients you really want?
Are you wasting time and effort on activities that doesn’t produce leads?
Would you like a regular stream of clients and to know how to prison yourself to attack your ideal clients?
Do you want to achieve TOT without doing any insurance business?
How I assist?
1. Through both formal and informal career development assessments to help you find your edge in financial planning industry
2. Help you to develop your personal brand with concrete action plan
3. Target current and prospective client with lead generation techniques to make better connections and build more valuable relationships
4. Equip you with all rounded financial planning skills with systematic and progressive trainings
My Working Experience
Multi-award-winning in financial planning industry - Share with you the global standard of financial planning 。Solid experience proven by my strong personal production - ( MDRT 2020, TOT2021) 。15+ years of experience helping more than 150 consultants to be succeed in financial planning industry
My Certificates and Rewards
Master Trainer Professional patterns of management 。Chartered Financial Field Leaders 。Certified Private Banker 。Career Development Facilitator 。Global Career Development Facilitator 。Certified Financial Planner ( Hong Kong ) 。Certified Financial Planner ( China )