TAY ZHI XIAN
ADVISORS ALLIANCE GROUP
I joined the financial advisory industry through AAG’s flagship internship programme in 2017. It was a great experience for me, as the culture and environment have been really positive to work in.
Seek purpose and passion in your career.
I believe that insurance and investment products are essential needs in today’s climate, because of issues such as inflation, ageing population etc. Besides that, I am able to work together and bring friends into the career together. Being able to work together in a team is what keeps me going as well.
Be aligned with your core values at all times.
I always believe that we should adhere strictly to what our core values are. Mine are integrity, compassion and competence, and all 3 work together to empower and enable me to serve my clients to the best of my ability.
A simple business, but not an easy business.
Life has generally become more challenging, but also exciting being in this profession. My advice is to treat yourself based on who you want to be 3 years later, and not who you are currently. You should also always strive to be an information centre for your clients, possessing a wide knowledge of everything related to their financial needs in order to build trust and give them peace of mind.
Accolades
AIA FA Prestige Club (Titanium) 2023 and 2022
AIA FA Prestige Club (Platinum) 2021
International Dragon Award – Bronze Dragon Award (Agent Category) 2023, 2022 and 2021
100 IDA Team Award 2023, 2022 and 2021
Associate Estate Planning Practitioner (AEPP®️)
Financial Needs Analysis and Plan Construction (Cert FPC)
TESTIMONIALS
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