Leo Tan

Background

About Leo Tan

I’m Leo Tan, and my mission is clear: to build, mentor, and empower the next generation of financial leaders. As an Executive Financial Consultant at AIA FA, I’ve achieved milestones that reflect my dedication—not just to my own success, but to the success of those I mentor: Top 5th Agent at AIA FA (2023) Consistently ranked among the top 1% of financial advisors globally Certified MDRT (Million Dollar Round Table) for six consecutive years COT (Court of the Table) honoree for two years And all of this only started when I took the leap of faith to venture into this career in my first year as a full-time engineering NUS student. These accolades are more than just personal achievements—they serve as a blueprint for those I coach and develop. From Advisor to Mentor & Leader My journey in financial advisory started with a personal mission: to overcome financial struggles and create a sustainable path to success. That same drive now fuels my passion for guiding aspiring advisors who feel lost, overwhelmed, or unsure of how to break through. Having experienced those struggles firsthand, I built proven systems in sales, marketing, and branding that have helped countless agents accelerate their growth, build strong businesses, and achieve lasting success. Building Future Leaders in Financial Advisory My focus is not just on serving over clients—but on developing top-tier advisors who will lead the next wave of financial professionals. I recruit, train, and mentor agents, providing them with the tools, strategies, and confidence to build high-performing careers. I create sustainable success models so my mentees don’t just survive in this industry—they thrive. 🤝 I build a culture of leadership, helping advisors transform into industry-recognized experts and future team leaders. Join the Next Generation of Financial Leaders The financial industry needs more than just advisors—it needs visionary leaders who are equipped to create real impact. If you're ready to grow, lead, and build a career with purpose, I’m here to help you make it happen. The next chapter of success starts with you. Let’s build something great together. Ready to take the first step? Let’s connect.