Today, we have Daniel Lee. Daniel started his journey as a student advisor from SMU, a local prestigious university in Singapore. He graduated with First Class Honours but yet he decided advisory was the route that he chose to take. From there, he went from struggling to COT “accidentally” and right now he is on track to another COT award.  In today’s episode, we’ll learn more about how he achieved his COT, the business model and the mindset behind his success.

Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.

I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful

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