Advisors Training Testimonials



A Message From Our Advisors



At Apex, our philosophy revolves around a holistic approach extending beyond just providing financial services. Our continuous weekly engagement with advisors through our seminars and trainings keeps our advisors up to date on the latest products in the market as well as providing them with the continuous support and knowledge to help them better their services.



Jake Tok



Senior Wealth Management Consultant



Aaron has always been very detailed, knowledgeable, well organise and sharing. Through his trainings, I have learnt many new insurance concepts which are easy to implement and effective.


Not only is Aaron a director, he does his own sales too which is valuable. Ask yourself this, if you are lost in a foreign country and have 2 options. 1st Option: Check with your buddy on how to get to your destination 2nd Option: Ask a local for the direction to your destination.


Which option will you choose?


Looking forward to learn from him further and have a career breakthrough!



Noel Lim



Senior Financial Services Manager



APEX provides many level of training and support, from basic to very advance sales techniques. Most importantly APEX focus on lead acquisition which stands out from the rest.


Aaron's mentorship and tools he has created has help me excel quickly and provide my clients with a much better experience of financial planning. He is meticulous, focused and selfless in his sharing which are attributes of a strong leader.



Crystal Lim



Senior Wealth Management Consultant



I had been with Great Eastern for 5 years and had been doing relatively okay, however I had always wanted to do better and provide my clients with better services.


The training provided by Aaron is very well organised and he is also an active advisor which equips him with current on the ground experience which is very valuable. He also simplifies complex financial jargon to simple bite size information via presentation which makes learning and replication easier.



Louis Seah



Senior Wealth Management Consultant



All these time while working with Aaron, he is very structured, detail oriented, knowledgeable, patient and responsive. From his system and support, it is very easy to understand, apply and replicate to ensure that these “skills and experiences” are transferable to newer financial consultant which is really important.



LOCATE US:
Branch Office: 114 Lavender Street #12-84, CT HUB 2 Singapore 338729
Head Office: 6 Shenton Way, OUE Downtown 2, #12-84, Singapore 068809

CONTACT US:
admin.apexelevation@proinvest.com.sg



Apex EP is an authorised group of Financial Adviser representatives from Professional Investment Advisory Services Pte Ltd.


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