Lee Song Yong ChFC® CFP™ B.Bus (First Class Hons)’s Post

View profile for Lee Song Yong ChFC® CFP™ B.Bus (First Class Hons)

Financial Steward for High Net-Worth | Trusted Advisor for Doctors, Lawyers & Senior Executives | Industry's Top 1% | Top of the Table

Grateful for a wonderful start in my IFA journey. Very surprised by how the company manages to be so fast and proactive in motivating us. In the past whenever we receive recognitions, it was for work done like 2-3 months ago and the memories have long faded. Sometimes it is quite ironic that we could be having a bad month and yet still are able to receive some awards for a job well done! With a quick feedback loop, it is actually quite motivating to want to continue to do well to be recognized for the effort put in. Also proud to be able to join a client centric organization where systems are built for practitioners, by practitioners. I wonder how much time, energy and resources are put into developing the latest legacy module that puts IFA one step ahead in our planning for clients. With the massive wealth transfer from the baby boomers to the next generation, this is indeed very practical for our advisory practice. I have seen companies try to build even a simple CRM system over a decade and still not built up anything, as resources were wasted when management do not have the resolve to see through the projects or when management keeps changing. I have also witnessed the challenges of building proper client communication systems, and has even tried my hands to build one. Now that all these are outsourced to the company, I can focus building my practice and those of our associates into productive meetings with clients. It has been a breathe of fresh air in my journey with IFA so far. Of course all organizations will have their own challenges but it is gratifying to see how the management team is able to pull together as one to scale the heights higher and raise the bar each time. Looking forward to exciting times ahead!

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Cheers to our Top 3 Producers for August: Lee Song Yong ChFC® CFP™ B.Bus (First Class Hons), Eileen Chew, and Nicholas Soh! 🏆🥂 From innovative ideas to meticulous execution, these remarkable individuals exemplify dedication and excellence at its finest. Their unwavering commitment to our firm is truly inspiring. Here's to your remarkable achievements – we are inspired by your relentless drive and can't wait to witness your continued growth and success in the future! #Infinityfinancialadvisory #infinityFA #TopProducers

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Lee Song Yong ChFC® CFP™ B.Bus (First Class Hons)

Financial Steward for High Net-Worth | Trusted Advisor for Doctors, Lawyers & Senior Executives | Industry's Top 1% | Top of the Table

6mo

Connect with me : Lee Song Yong ChFC® CFP™ B.Bus (First Class Hons) Here to help YOU steward your finances

Jasmine Vincent

Executive Coach • Elevate Your Career, Leadership, and Business with Professional Coaching, Strengths-based Development & Neuroscience | Professional Certified Coach - ICF (PCC), Gallup Strengths, Hogan

6mo

Congrats Lee Song Yong ChFC® CFP™ B.Bus (First Class Hons)! What an impact from the onset - you are such a consistent top producer! Great to hear that you resonate well with your new agency - that’s a good start!

Lay Geok Yeo

Ex-Regulator - Bank Supervisor, Payment Systems Overseer, SupTech, Data Governance & Reporting | Programming for Financial Regulators | Mentor in empowering NTU students | Licensed NLP practitioner

6mo

Mr Top Professional! Congrats 😄

Christina TAN Min Shyan

Chief Sales Orchestratorᵀᴹ ✪ I help Business and Sales Community excel in Sales : Skills, LinkedIn, Leadership and Career ✪ Sales Success Orchestratorᵀᴹ Methodology ✪ Award-Winner ✪ Speaker ✪

6mo

Congratulations! Chiong all the way to Dec 24, Lee Song Yong ChFC® CFP™ B.Bus (First Class Hons) ! Jiayou! 🙌🏻💪🏻😊

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