Wilson Phang - Empathy Speaker, FA Director AFP AWP MDRT's Linkedin Analytics

As a business director at iHarvest Wealth Management, I help financial advisors scale their million-dollar businesses by providing them with exclusive access to: 1) 𝒗𝒂𝒓𝒊𝒐𝒖𝒔 𝒍𝒆𝒂𝒅𝒔 𝒈𝒆𝒏𝒆𝒓𝒂𝒕𝒊𝒐𝒏 𝒑𝒍𝒂𝒕𝒇𝒐𝒓𝒎𝒔 𝒂𝒏𝒅 𝒎𝒆𝒕𝒉𝒐𝒅𝒔 2) 𝒇𝒊𝒏𝒕𝒆𝒄𝒉 𝒔𝒐𝒇𝒕𝒘𝒂𝒓𝒆 𝒘𝒉𝒊𝒄𝒉 𝒆𝒏𝒉𝒂𝒏𝒄𝒆𝒔 𝒕𝒓𝒂𝒊𝒏𝒊𝒏𝒈 𝒂𝒏𝒅 𝒕𝒆𝒂𝒎 𝒆𝒏𝒈𝒂𝒈𝒆𝒎𝒆𝒏𝒕 3) 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔, 𝒐𝒏𝒔𝒉𝒐𝒓𝒆, 𝒐𝒇𝒇𝒔𝒉𝒐𝒓𝒆 𝒂𝒏𝒅 𝒍𝒆𝒈𝒂𝒍 𝒏𝒆𝒕𝒘𝒐𝒓𝒌 𝒇𝒐𝒓 𝒆𝒏𝒉𝒂𝒏𝒄𝒊𝒏𝒈 𝒄𝒍𝒊𝒆𝒏𝒕 𝒆𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆. I also mentor and coach new and experienced advisors on how to overcome common challenges, such as cold calling, referrals, product selection, client satisfaction, and MDRT qualification. I have a decade of excellence in the financial services industry, having achieved multiple awards and recognitions as a financial manager at PIAS and AIA, where I served hundreds of clients with research-driven planning processes and customized solutions. I hold an honours degree in business studies from University of Hertfordshire, and I am certified as an associate financial practitioner and an associate wealth planner by IFPAS. My passion is to make a positive impact on people's lives through financial advisory, whether it is for my clients or for my colleagues. I share weekly tips and ideas for financial advisors to scale their business here on LinkedIn, so follow me to see them!