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ALEX SONG
Certified Financial Planner
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All Weather Financial Portfolio
MY PROFESSION
I am license CFP had more than 24 years of experience in financial planning. My core expertise lies in financial planning, and I am dedicated to helping individuals and businesses achieve their financial goals. As a licensed advisor, I offer a range of services including unit trust investment, insurance solutions, and estate planning.
As a dedicated financial planner, my priority is to provide exceptional service and support to my clients. I believe in building strong relationships based on trust, integrity, and open communication. I take the time to understand your specific needs and aspirations, and I develop tailored financial plans that align with your objectives.
License Advisor
When it comes to money management, it is important to know your advisor is licensed and well trained to serve you better.
HUMBLY ME
I grow up in Petaling Jaya, Selangor. I used to be a telemarketer before i embarking to my current profession. My hobbies is in to running, high intensity interval training and hiking. I use to do running and coaching for marathon, trail running and ultra marathon. Unfortunely, due to bone spur in my feet I have no choice to stop long distance running and I keep a short distance running as my regular weekly work out.
KEY SUCCESS
E - ENTREPRENEURSHIP
L - LEARNER
I - INNOVATE
T - TRUSTWORTHY
E - ENTHUASIASM
2023
GOALS
1,688,000 CAMPAIGN POINT
10 NEW ADVISOR RECRUITS
3 MILLION GROUP CAMPAIGN POINT
KASHMIR HIKING 4300M
ACCOMPLISHMENT
2 TIMES ULTRA-MARATHON FINISHER
COACH ULTRA-MARATHON 250KM FINISHER
COMPLETED ANNAPUNA BASE CAMP NEPAL
18 YEARS AGENCY LEADER
MILLION DOLLAR INCOME TEAM
INTEREST
Investment
Running
Hiking
Travel
NETWORK
Running Club
BNI
CONTACT SPHERE
01
CORPORATE ACCOUNTANT
02
HUMAN RESOURCE
03
COMMERCIAL LOAN BANKER
04
BUSINESS OWNER
05
MARRIED COUPLE
06
PARENT WITH YOUNG CHILDREN
07
SALES / MAREKTING EXECUTIVE
08
INSURANCE AGENT
09
HOUSING LOAN BANKER
10
FRESH GRADUATE
CONTACT SPHERE TOP - 3
-
CORPORATE ACCOUNTANT
-
HUMAN RESOURCE
-
COMMERCIAL LOAN BANKER
CUSTOMERS WORKSHEET
SOPHIA & JO
How I Know This Customers?
By Referral
Description Of Customer: Offshore Secretary Firm
Similar Companies I Am Targeting:
Accounting Firm / Secretary Firm
/ Tax Consultant Company
How I Know This Customers?
By Referral
Description Of Customer:
Kitchen & Toiletry Supplier
How I Know This Customers?
By Referral
Description Of Customer:
Industry Metal Roofing
How I Know This Customers?
By Referral
Description Of Customer:
Trading Forex
What I Did For This Customer?
Introduce Corporate Reserve Fund
To Their Key Customers
ANNE
What I Did For This Customer?
Managing Their Company
Reserve Fund
Similar Companies I Am Targeting:
Manufacturer / Industry With Big
Factory / Supplier For Industrial
Products
Moi tian
What I Did For This Customer?
Managing EPF, PRS & CASH
Investment
Similar Individual I Am Targeting:
Individual With Middle Income Has
EPF Account
CINDY
What I Did For This Customer?
Managing CASH Investment On
Trading As Diversification
Similar Individual I Am Targeting:
Trader / Futures Trader