Are you an ambitious financial consultant feeling held back by your current platform? Do you have the drive, but not the support system, to build a premier investment advisory business?
In today's market, working harder isn't enough. You need an edge. This exclusive seminar is designed to show you the powerful ecosystem of support we've built to help our consultants thrive, backed by numbers you can trust: over S$1 billion in AUA and an investment team established since 2003.
Join us for an inside look at the three 'Unfair Advantages' that are changing the game for our advisors:
🧠 The In-House Team: Discover how our dedicated 6-person team of investment professionals—with experience from top-tier firms like S&P and DBS Asset Management—does the heavy lifting so you can focus on clients.
⚙️ The Proprietary Tool: See a glimpse of Harverz, our exclusive analytical engine. Learn how you can use it to backtest strategies, stress-test portfolios, and build data-driven recommendations with speed and confidence.
🌐 The Unrivalled Solutions: Explore our open-architecture platform. We'll show you how our 7+ platform partners and access to Private Markets & Structured Products allow you to serve any client, including the HNW market.
Who Should Attend?
Financial Advisory Representatives looking to pivot their business towards investment advisory.
Experienced professionals who feel their growth is capped at their current firm.
Advisors who want to learn how to confidently serve the high-net-worth market.
Event Details:
📅 Date: Thursday, 21 August 2025
⏰ Time: 2:30 PM - 4:00 PM
📍 Venue: Financial Alliance, Level 12, The Gateway West
Register Now:
Seats are limited to ensure a valuable, interactive session.
It's time to stop competing and start leading. We look forward to seeing you there!
Also check out other Workshops in Singapore.
|
