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TEO SHUO FENG JASPER
ADVISORS ALLIANCE GROUP
My greatest goal in this career is to leverage my expertise and passion for service fully towards making a meaningful impact in the world of financial planning. I hope to be able to value-add positively to the people around me with the right financial knowledge, and demystify any misconcepts about financial planning to the wider community. Eventually, I hope to start building my own agency and mentor aspiring professionals with a goal of leading 15 associates within the next five years.
A valuable lesson I learnt was after witnessing the power of life insurance in helping families to tide through difficult periods of time. There was a case that I experienced where one of my clients had to be admitted quickly to the hospital as he was experiencing great pain and discomfort and required an operation. Fortunately for him, I managed to assist him to see a specialist and be admitted to a private hospital within less than 24 hours to perform the necessary operation. The cost of the surgery and the treatment was quite hefty, but he was able to make claims from his hospital plan to cover a big part of the cost. This made me realise that life can be full of unexpected surprises. I started to appreciate the value of our role in this job as we can provide comfort and peace of mind to people in times of difficult situations.
My family continues to motivate me to give my best in this role, as it is also a responsibility that I undertook to provide for them and ensure their overall wellbeing and comfort as well. Many of us belong to the “sandwich generation”, and I want to have the ability to make sound financial decisions so that my family would not have to worry.
For aspiring financial consultants, strive to develop your “hardware” through acquiring industry knowledge and “heartware” through interpersonal skills as you build your career in this field. Being a financial planner is not about selling products; it’s about prescribing the best solution based on every individual’s unique situation.
In addition, my advice to those considering this profession is to always give your best and be the best version of yourself. Be disciplined, punctual at all times, and humble even after achieving certain milestones!
Accolades
AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024
International Dragon Award – Bronze Dragon Award (Agent Category) 2024
Certified Estate Planner (CEP®️)
TESTIMONIALS
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