How He Went From Banking Intern To Financial ASSOCIATE DIRECTOR

How does one turn from an intern in banking to a highly successful Associate Director in financial services?

This episode takes you inside the world of financial advisory, featuring Leon, a seasoned professional with over a decade of experience at Financial Alliance.

Discover how he transformed from a fresh graduate to a successful financial consultant, overcoming industry challenges and making a real impact on clients’ lives.

At Financial Alliance, Leon benefits from the robust support and innovative systems available for both new and veteran consultants. From shortening the learning curve for newcomers to upscaling productivity for experienced consultants, learn how Financial Alliance’s resources, including investment updates and product analyses, enable financial consultants such as Leon to meet diverse client needs effectively.

Hear Leon’s personal insights on navigating the financial advisory industry, tackling challenges like lead generation and client relations. He shares the pivotal advice from his mentor that shaped his approach: prioritize doing well and doing good to naturally achieve success.

This is an episode not to be missed – an enlightening discussion on thriving in the competitive financial advisory industry, with the support of a giant like Financial Alliance.