I was first exposed to the awareness on Financial Protection and Wealth Planning
when I became a Client myself many years ago.
SO WHAT INSPIRED ME TO BECOME AN ADVISOR?
First, I was left clueless when my then advisor exited the industry. Second, my late
father left us for good when he collapsed due to stroke one day and took his last
breath the next morning.
We learned first hand that the estate administration process is neither simple nor
fun. A lot of education is crucially needed in the society on Islamic wealth and Pusaka
planning.
It’s easy to point out an issue and talk about it. But I believe if we want to see
positive changes, we need to be part of the solution.
So here I am, committed to become a first class professional Advisor, qualifying for
the global benchmark of excellence as MDRT member one year after another, and
actively contributing on the platform to elevate the industry practice, encouraging
more advisors to become MDRT Whole Person.
It has a become an ingrained mission and duty to keep on pursuing excellence for
the benefit of my clients, advisory agency and the industry as a whole. There are
many rooms for improvements and I am honoured to be able to contribute.
My team and I can’t do it all by ourselves. We need more growth-minded talents to
be part of this big mission. We are welcoming more professionals to be part of this
rewarding advisory career.
We’d be delighted to share more, get in touch soon!
Much love,
Putri