Nicholas Soh

Background

About Nicholas Soh

Leaving a comfortable place after a decade wasn’t easy—but growth rarely is. I spent 10 enriching years at my previous firm, starting out as a financial consultant and eventually progressing to financial services director. I was fortunate to have an incredible mentor who shaped much of my early success and leadership style. Those years taught me a lot—about people, business, and the industry itself. But eventually, I reached a point where I needed more. A fresh environment. A new challenge. A space where I could push beyond the familiar and create something different. So I made the bold decision to step out on my own and join a new firm in Q3 2024. Since making the move to Infinity, I’ve seen first-hand how clarity, courage, and the right strategy can change everything. Within the first three months, I achieved COT—a personal milestone that reinforced I was on the right path. My approach? I believe that seminars and webinars—when done right—are game-changers. While traditional methods like cold calling and roadshows are becoming increasingly obsolete, educational marketing empowers prospects and positions advisers as trusted authorities. It’s not just about selling—it’s about shifting mindsets and opening doors to new markets through creative, value-driven engagement. I've developed a proven framework that helps advisers break into cold markets and find their voice in a noisy industry. If you're a driven practitioner who feels stuck or stagnant—someone who knows they’re capable of more—I’d love to connect. Because sometimes, change isn’t just necessary—it’s the catalyst for your next breakthrough.