Date: 14 October 2025 (Tuesday)
Time: 7:00 PM – 9:00 PM
(Light refreshment will be served from 6:00pm)
Venue: Financial Alliance, Level 12, Gateway West
NEXT
LEVEL
An exclusive, no-holds-barred fireside chat with three leading advisors who broke through their personal ceilings by changing the way they work, not just by working harder.
Join us for an evening of honest conversation, powerful strategies, and networking with industry leaders who have redefined what success looks like.
Time | Activity |
---|---|
6.00 pm | Registration & Networking (Refreshment provided) |
7.00 pm | Welcome Address |
7.05 pm | Fireside Chat: Secrets of Our Top Earners |
8.00 pm | Networking & Breakout Sessions |
9.00 pm | Event Concludes |
Our speakers have all walked the path you’re on. They’ve faced the limitations of tied agencies, switched careers, and overcome challenges to build successful, fulfilling practices. They’re here to share what they’ve learned.
Alvin Ow
The former tied-agent who traded the hamster wheel for a high-impact business. Alvin will reveal how he escaped the grind to build deeper client relationships and achieve better results through a more strategic, platform-based approach.
Jillinda Hoan
The career-switcher who found her breakthrough. A former optometrist, Jillinda will share her unconventional story of finding not just success, but also career fulfillment and flexibility in a supportive ecosystem that played to her strengths.
Li Yu
The advisor who almost quit the industry. Coming from a restrictive, sales-first culture, Li Yu will share his journey to finding a client-centric platform that provided the tools and support he needed to truly serve his clients and grow his practice with purpose.
You’re an experienced advisor, consistently hitting your targets,
but you feel like you’re running in place. The endless roadshows and cold calls are leading to burnout, not a breakthrough.
You’re passionate about providing the best for your clients,
but you’re constantly frustrated by a limited product suite and a restrictive culture that prevents you from offering truly holistic advice.
You’re ambitious and considering a career in finance,
but you’re worried you don’t have the “right” background or that you’ll be left to sink or swim in a hyper-competitive industry.
If you nodded along to any of these, you're not alone. And more importantly, you're not stuck.
Imagine a practice where your primary focus is on deep, quality client relationships, not just playing the numbers game. Imagine having the flexibility and support to build a business that aligns with your life, backed by a platform so robust you can provide truly comprehensive solutions with confidence.
That future is possible. And it starts with the right ecosystem.
We’re bringing together three of Financial Alliance’s consultants for Next Level of Growth, a candid fireside chat designed to give you the blueprint for a more impactful and sustainable career.
This isn’t a recruitment seminar. It’s a strategic look under the hood at the systems, mindsets, and infrastructure that separate the grinders from the growers in today’s market.
Learn how leading consultants structure their business to create more impact without burnout.
Understand why the infrastructure behind you is the key to providing superior client value and career longevity.
Get a behind-the-scenes look at how to successfully transition into the finance industry and find your unique path to success.
Hear firsthand how to design a career that offers flexibility, purpose, and growth on your own terms.
Connect with industry leaders and peers who are focused on collaboration and mutual success.
Date: 14 October 2025 (Tuesday)
Time: 7:00 PM – 9:00 PM
(Light refreshment will be served from 6:00pm)