Serene Seah is a Financial Advisor with a Financial Advisory Firm.

She's also my form teacher back in Secondary 3, at Catholic High School. She made Million Dollar Round Table (MDRT), Top of the Table (TOT) qualification last year. Less than 1% of all Financial Advisors would achieve Top of the Table Qualification in their entire career. However, she started out struggling in the business, and at one time would even hesitate to get for herself a $1 drink.

Find out what happened in her amazing transformation from stray cat to king of the jungle. We talk about her mindset, attitude and philosophy in the FA business, her client-centric approach, and how her family and manager has played a big role supporting her career.

Timestamp
0:00 JJ's Introduction
0:44 Serene's Introduction
2:09 Stories from Catholic High School
5:51 Joining the FA Industry
7:26 Initial Impression of the Industry
8:41 Initial Struggles & Challenges
12:31 What does it take to be a salesperson?
13:09 Making a mid-career switch & Pursuing her Dream
16:26 Challenges in the business
18:01 JJ's View of MDRT
20:49 Journey to Top of Table (TOT)
28:41 Mindset while Running for Targets
30:20 Philosophy & Approach in the Business
33:55 Evolving from "Stray Cat" to "King of the Jungle"/What's the Secret to doing TOT?
37:22 Prospecting
39:59 Joining her new Manager & how he Transformed her Business
43:20 Her Director's Belief in Her
46:20 "Aunty Power!"
50:20 Advice for mid-career switch
52:27 Importance of having a Great Manager
55:18 Is she Considering Management?
57:20 Spirit Animal in the Business
58:10 How is she Different from other Advisors/Anyone can do TOT?
59:51 Aspirations for the Future
1:02:08 Striking a Balance Between Career & Family
1:04:00 Motto in Life: Being a Blessing to Others/Living for Special Moments
1:08:10 Improving the Standing & Reputation of the FA Industry
1:09:44 Losing her Father & Learning the Importance of Insurance
1:12:42 Outro

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Serene Seah
Serene's Facebook: https://www.facebook.com/PrincessBrashness
Serene's Linkedin: https://www.linkedin.com/in/serene-seah-28489b56/

About Miracle in a Briefcase 
Miracle in a Briefcase is a podcast series showcasing professionals and practitioners of the Financial Advisory industry. JJ, the Producer and Host of the show, is a practitioner himself for nearly 12 years in the industry. He is now the Founder of KEI Advisory (Media), which produces the Mr. Tok Show and the Miracle in a Briefcase. 

He believes a commissioned podcast is one of the best tools for personal branding and video marketing on social media. It's one of the most effective ways to show the world, and your clients what you stand for. Your values, philosophy and ideas. 

For Directors/Managers, looking to power up your recruitment, imagine what a portfolio of interviews showcasing your top consultants can do to help potential candidates better understand your organisation and its culture. 

For Consultants, who believe in the power of building a personal brand online and leveraging on social media to position yourself in front of clients and prospects, imagine what an interview like this can do to boost your presence online. 

Your organisation and you will now be searchable on Youtube, Spotify, Apple Podcast, Google Podcast and more. 

If you are keen to feature on Miracle in a Briefcase, please contact us at Whatsapp: 8168 6224