LIN XIN

JOEL-GABRIEL TAN ORGANISATION
GT GROUP
I have been a financial consultant since August 2018, initially starting as a student advisor during my first year of university. I paused my role in 2020 to focus on completing my degree and returned full-time to financial advisory in February 2022. My decision to return was to focus on mastering product knowledge and personal finance, and this commitment was underpinned by the hard lessons learned during my initial stint as an advisor.

Achieving the Million Dollar Round Table (MDRT) in 2023 was definitely the most rewarding moment of my career so far, as I believe it is a byproduct of providing the most suitable advice to every individual, uploading a high level of ethics and a testament to the service provided to every client.

I firmly believe that being a financial consultant is an evergreen role. Financial needs and the emotional dynamics surrounding them vary greatly among individuals, which necessitates personalised planning and advice. The uniqueness of each client’s situation makes the role of an FC continuously relevant as standard solutions do not apply universally. This personalised approach ensures that financial advisors remain indispensable.

New FCs should prioritise authenticity, humility, and continuous education. The financial landscape is perpetually evolving, making it crucial to stay informed and adaptable. Advisors should always consider their clients’ perspectives to tailor strategies that genuinely meet their needs, just as they would for themselves.

Accolades

AIA FA Prestige Club (Titanium) 2024

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024

Million Dollar Round Table 2024
Bachelors of Business in Accounting and Finance

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