"I am the only performance coach who brings a group of like-minded individuals together, who aspires to evolve the Wealth Consulting Practice by providing high value, open and personal relationships with our clients."

Who Is Ron Teo?

Ron Teo is a Partner with IAM Advisory Group, a group of agency units representing HSBC Life Pte Ltd. Known as a coach, speaker and mentor to fresh graduates, Ron specialises in grooming these aspiring individuals in the financial services industry to create massive income breakthroughs by providing high value, open and personal relationships with our clients.

A consecutive qualifying member of the globally recognized Million Dollar Round Table (MDRT) Association, Ron stands among the Top 1% of Financial Professionals in the world. He qualified for numerous accreditations like MDRT and Top Rookie as a practitioner at the age of 22 by specializing in helping P.M.E.B. and High Net Worth families make sound financial decisions and have managed more than 100 million of his clients’ monies since 2004 in Banking and Financial Services Industry. Currently, Ron leads a dynamic referral-based practice with Digital and Evolutional methods.

Soon to be retiring from providing financial advice, Ron has shifted his focus to mentoring some of the best agency leaders and sales practitioners, empowering them to create business breakthroughs and make their mark as a Coach and Leader on the Singapore Financial Services landscape.

LET’S HEAR WHAT OTHER YOUNG GRADUATES IN THEIR 20S; MOST HAVE LITTLE TO ZERO PRIOR EXPERIENCE; HAVE TO SAY ABOUT ME:

"You see the good in everyone so ALL can unleash their fullest potential!"

Jean Sim, Vice President

IAM Advisory Group

"You have given me lots of practical tips and tactics on closing."

Jia Ning, Associate

"You have taught us how to handle difficult clients based on their different personalities."

Geraint Liu, Associate Partner
IAM Advisory Group

WHAT DO THE GENERATION Y HAVE TO SAY ABOUT ME

Fitria

Associate Partner(IAM Advisory Group)

Ever since I started applying the 3Rs techniques in my business process over the last 6 months, my business tripled. Ron’s coaching and mentoring gave me a total paradigm shift from an ‘employed’ mindset to ‘self-employed’ mindset, and how to build this career as a business entrepreneur. I have experienced how difficult it was to handle everything on my own. Now, I have learnt to leverage on having people and system at work to support my business passively.

Stacy Tham

Associate Partner(IAM Advisory Group)

Before being part of his team, I do not have a systematic method of engaging my potential clients. After Ron’s training and mentoring, I decided to apply what he have imparted, including the 7-Step advisory process. Now, I have a step by step system to guide and lead my clients for a total comprehensive holistic consultation. I have also shifted my market from people in the 20s, to professionals such as Lawyers, Doctors, even CEOs in their 40s-50s.

Sam J.K

Associate Partner(IAM Advisory Group)

I am privileged to be able to learn from Ron, his Sales Mastery Training. Ever since I started using the techniques he taught, not only my sales doubled, my sales process have also become fully systematic which gives me full control of my work and personal time. Now I truly believe that WITHOUT hard selling, I can still able to close a sale. Last but not least, the relationship I have with my clients are so good that they are giving me consistent referrals!

My FREE Bonus Giveaway

Discover The Future-Ready Strategies I Used To Build a 6-Figure Wealth Consulting Business Within 10 Months Without Using Product Pushing Prospecting Pitches

Discover exactly how you can attain more happiness and purpose in your work life and a blueprint to help you double or even triple your income within 3 months
Gain a clearer idea of what you want in life and how you can achieve them within a shorter time frame.
Uncover your life's purpose and importance of having a right career based on your goals and desired lifestyle that you want.

Yes, I want to find out more!

How Did My Journey Started?

When I was in my Poly days, I was fortunate to be selected to be in an internship in very big local company during 2001. My position was “Sales Associate”. YES! I was only 19 then!

I recalled I was together with 15 other students from other polytechinics. 2 students immediately resigned the next day! Rather then just giving it a shot, they gave up and have to retain for another year of studies! Reasonale is that we need to hit “quotas” to pass the internship. “Sounds scary?”

Long story short, I broke the company record for the most number of sales in their history book. It firms my identity yet again as a champion.

As I always believe “Records are meant to be broken.” RT

I joined the Financial Services industry back in 2004.

After the army, U know as well as I do that to be successfull in life, at least financially; We need to be in sales and should work for ourself and not others.

I decided to join the Financial Services industry as I can be my own boss and I decide my own “paycheck”.

After 4 months in the business, I saw a 5-dight paycheck for the month of April and there was no turning back as a young 22-year-old chap.

I received the Runnerup for “Rookie Adviser of the Year” and I was very honored to be on stage to receive this award from our late MM Lee. I was only aged 22 then!!

I should be feeling on TOP of the World!! Don’t you agree?

At age 23, quarter million savings in the bank, driving a black M-series Sports BMW and sitting beside me is my beautiful girlfriend. What more can u ask for??!!!

The truth is, I was happy with my results for sure. However, I was not happy with my process of achieving it. Although I was the Top, I did not have any sense of fulfillment. The whole sales process was designed for products to be sold, and targets to be hit. I am certain my ‘clients’ buy from me is because I am just a very good salesperson.

What came to my realization was that if I will want to be a salesperson, I do not need to be in Finance after all, I CAN BE A SALESPERSON ANYWHERE!!!

I join the bank for ‘greener’ pasture, or is it?

I thought I can be more objective if I move to the bank. What do u think?

During my stay in the bank, I did managed to learn and expand my financial knowledge with regards to more financial instruments, which I have to give credit to. At the same time, I realized that it is just to have more weapons in your arsenal so that you can get the sale.

To summarise, I am sure you heard before this saying ‘The Banker always win, the Player don’t.’ The same issue arise is that again the structure was designed for products to be sold and targets to be hit. It is a systemic, industrial and structural problem that we are facing.

I am grateful that I met up with a mentor, he guided me towards the right direction in life and get me on track back in this industry.

I was given opportunity to speak at major platforms to educate the public about financial planning. It was all along my passion that this business or profession should be done the right way by doing things right!!

Performance Coach, Author and Speaker to many, I have inspired many to be successful in their career, wealth and having a clear vision and direction in their life.

What motivates me now is that I would like to build an alliance of like-mined people to evolve the financial services landscape by doing business the right and professional way.

My FREE Bonus Giveaway

Discover The Future-Ready Strategies I Used To Build a 6-Figure Wealth Consulting Business Within 10 Months Without Using Product Pushing Prospecting Pitches

Discover exactly how you can attain more happiness and purpose in your work life and a blueprint to help you double or even triple your income within 3 months
Gain a clearer idea of what you want in life and how you can achieve them within a shorter time frame.
Uncover your life's purpose and importance of having a right career based on your goals and desired lifestyle that you want.

Yes, I want to find out more!