30/07/2025
Part 2 : BB Conference 2025
Dorothy joined us through Aidan ā or rather, she took 4 years to finally take the leap. One of the first few clients of Aidan who trusted him for helping her with Financial Planning. Back then, she was doing great in her career as an accounts manager , good money, stable path , but no spark, no freedom. Being here with the team at this conference, I saw something shift in her. The clarity. The courage. Sometimes all someone needs is to see others who made it, to believe they can too. From a trusted client , she is on her way to be a trusted team mate with us !! š
Then thereās Kayley , my wife, ā¤ļømy partner in life and business. ā¤ļøShe was the very first student Financial Consultant I brought in 7 + years ago from NUS.
Graduated with a Business Degree ,from NUS , I āKidnappedā her from being a Business Executive working for others ,to founding of her own , serving her own passion in helping her clients in all rounded financial planning community. Sheās bold, innovative, and started what we now call āProject Transformationā . A move that helped shape our culture and made our agency a magnet for Gen Z talent. Honestly, a lot of what weāve built together is because of her courage to challenge the norm. From her ever changing ideas of publishing our own Financial Booklet , to Prestige Members card , Agency Bingo campaign, Rat Race Million Dollar Board game and many more, she never fails to inject new grit to our business that excites our clients and us!! šŖ
And lastly, Ian , the newest addition to our team, referred by Kayley. Still fresh, but I can already see it. That š§Ø . That hunger. Feels like Iām witnessing the early chapters of a superhero story. Canāt wait to see the diamond heās going to become. š š„