Career Discovery Seminar
THE NEXT LEVEL OF GROWTH
Three Speakers. Three Unique Journeys. One Enlightening, Pivotal Evening.
None of them started here. On 30 September, three financial consultants with client assets under advice (AUA) of more than multiple millions will share with you exactly how and why they decided to embark on building AUA, as well as the challenges they faced and how they overcame.
Closed-door, three unfiltered journeys, with an open floor at the end.
Date: 30 September 2026 (Wednesday)
Time: 7:00 PM – 9:00 PM
(Light refreshment will be served from 6:00pm)
Building client wealth through INVESTMENT is the cornerstone of holistic financial planning.
But too many talented advisors are held back, struggling with volatile markets and inadequate tools.
At Financial Alliance, we empower our consultants, ensuring you can advise your clients with absolute confidence and build a thriving investment business.
Tailored Strategies for Your Career Stage
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Mid-career Switchers
Seek a scalable business model. Transition faster by leveraging a platform that values advice over transactions.
Primary Focus
Flexible time, business ownership & long-term sustainability.
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Tied-agents
Break the commission cycle. Pivot from product-driven sales to a recurring, fee-based advisory business.
Primary Focus
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FARs
Primary Focus
Meet Your Speakers
Three professionals who started somewhere else entirely but built a practice here from a standing start.
Beyond Numbers: The Reality of AUA-Building that Nobody Tells You About
SiSSI GOH
Senior Financial Advisory Manager
Advising client portfolios worth million of dollars might seem glamorous and exciting, but earning the trust and credibility takes more than a slick pitch and technical knowledge. Sissi Goh shares her insights on how she wins and keeps clients – all of whom have their own set of investment objectives.
Transforming from an Insurance Agent to a Financial Consultant Building AUA
Thomas Chai
Financial Advisory Manager
As a former insurance agent, Thomas understands firsthand what it takes to move away from relying purely on insurance product commissions and pivot into the AUA business. He will share the real challenges, and how he overcame them to build a thriving investment advisory business.
How I Built a Sustainable Financial Advisory Practice as a Mid-Career Switcher
Liao Minghao
Financial Advisory Manager
As a mid-career switcher in his 40s, Minghao conceptualised and built his financial advisory business from scratch, including a significant focus on helping his clients with their investments and financial plan. He will share his blueprint for a rewarding yet sustainable business model that still gives him time to pursue other important things in life.
Event Programme
Registration & Refreshments
Arrive early to settle in, grab a bite, and meet your peers before the session begins.
Welcome Address
Setting the stage for career reinvention and outlining the path to true ownership.
Consultant Experiences (15-Min each)
Sissi, Thomas and Minghao each take the floor for 15 minutes: how they decided, the realities of their first 24 months, and what they know now.
Panel Q&A Session
All three speakers return to the stage for a candid, open Q&A session. Ask the hard questions about transition, support, and building a practice.
Networking & Breakout Sessions
Confidential, open conversations with the speakers and Financial Alliance leaders.
Event Concludes
Closed-Door Session
Take the Next Step
Three people who started in a hospital, a classroom and a compliance department. One evening to hear how each of them built what they have — and to ask them anything you want.
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30 September 2026 (Wednesday)
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7.00pm - 9.00pm
(Light refreshment will be served from 6pm)
This is a closed-door session with limited seating.
If you have received this invitation, it is intentional.