Legacy & Leverage: Building a Sustainable Advisory Business

Date: 21 May 2026

Time: 10:00 AM

The wealth management landscape is shifting fast, and many insurance agents are now exploring the Independent Advisory model to:
✅ Offer broader financial solutions beyond insurance
✅ Increase client retention
✅ Build a more sustainable long-term business

I’m hosting an exclusive sharing session:

🏛️ Legacy & Leverage: Building a Sustainable Advisory Business

📅 Date: 21/05/2026 (Thursday)
⏰ Time: 10:00 AM – 11:30 AM
📍 Venue: FA Advisory Sdn Bhd

This session is great for anyone curious about career growth, diversification, or transitioning into advisory. Feel free to come and see how this could fit into what you’re already building. 🙌

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