As one of the leading Digital Financial Advisory Agencies in Singapore, our team at EVOL does more than just sell insurance. We provide services in all aspects of financial planning that includes providing advice on wealth management, retirement planning, legacy planning, and many more.
We also provide financial services to international clients who wish to move or open up a business in Singapore. In fact, International Markets is one of the five key pillars of EVOL. With this in mind, we aim to further internationalise our services and tap into growing markets around the world in the next decade.
Benefits of tapping into international markets
1) Develop a better brand image
Here at EVOL, we serve local and international clients because we see this as an opportunity to develop a better brand image. Before you can globalise your business, you must first establish a brand image. And with an improved brand image, clients can easily recognise and remember your brand, which may lead to brand loyalty.
Having become one of the leading Digital Financial Advisory Agencies in Singapore, we have successfully communicated our brand strategy and mission to our clients. Now, local and international clients are familiar with our excellent financial services and we, on the other hand, get to further develop our brand image and grow internationally.
2) Discover new opportunities
By leveraging international markets, we get to enter new markets and create new customer experiences. Local and international clients both have different priorities and financial needs. What may work for one person may not work for the other.
Providing a holistic approach to financial planning, we took this opportunity to offer personalised financial solutions for every client. This allows us to master multiple areas of financial planning and, at the same time, allow us to stay one step ahead of the competition, locally and globally.
3) Upskilling team members
Since both local and international clients require different financial solutions, our team of financial advisors are trained and equipped with the right tools to cater to the needs of each client.
From providing financial solutions to local individual clients to international entrepreneurs, leveraging international markets has allowed our team to upskill themselves and learn how to work with clients of multiple backgrounds, cultures and needs.
Working with international clients from a Financial Advisor’s perspective
Our Associate Manager, Joan Fang, has worked with clients from different regions of the world throughout her years of experience working as a financial advisor. And if all those years of experience have taught her one thing, it is that client relationships trump everything else.
Nothing is more important for a financial advisor than building strong client relationships, according to her. Because having worked with international clients, she realised just how much they value their relationship with their financial advisor.
Being a financial advisor means you will be helping clients to better manage and grow their wealth. Understandably, this means they will need to have a huge amount of trust in you to be able to pass their financial portfolio to you. Your clients should be able to sleep peacefully knowing that you are there to help them secure financial health and freedom.
And for international clients who moved to Singapore either to start a new life or a business venture, they will need to know that they are well taken care of. This is because when you are alone in a foreign country, you would want to rely on someone trustworthy and capable.
Fang stresses that most international clients do not proceed if they think the customer relationship is poorly managed. And because of that, she always reminds herself and her fellow financial advisors that customer relationships should always be their priority. Once she has bonded with her clients and understood their financial needs in greater detail, only then will she start to expand their financial horizons.
Because according to her, at the end of the day, financial advisors are there to help people achieve financial success. And if it means that they need to work to get the client’s trust before they can provide financial solutions, then that is the way it shall be.
As you can see, our team at EVOL values client satisfaction. And to achieve this, we constantly upskill our financial advisors and equip them with the necessary digital tools that can help them do their work more efficiently. If you are keen on starting a career as a financial advisor, come and join our little family at EVOL. You will receive guidance from experienced professionals and can leverage our digital tools to further build your career. For more information, get in touch with us and one of our financial advisors will reach out to you.