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Lee Wil-Son (李閎熙)

In Touch

A Monthly Curated Newsletter

As humans, the pursuit of change and progress is something that is innate to every one of us. Like it or not, there will always be things in life that we hope could be a little different, a little better in the way that daily situations & events turn out. It could be in the way we think, speak, or the way we handle everything from our finances to our relationships with others. We seek to become better -- and we should. As we strive to continuously exceed our potential, we rise above all previous versions of ourselves and grow stronger. In this issue, we look at some ways in which we can embrace a better self and an even better future.

The Relentless Pursuit of Improvement

It is no secret that I believe growth is the only guarantee that tomorrow will be better. It is no mystery that I think personal growth is the steppingstone to success for any leader. If you or I want to stay in front of the curve and lead others, then we must do the work that keeps us out front. We must continually improve. But as I seek to improve, there is one thing I know not to chase, and that is perfection. Perfection is a trap. Do not chase perfection as a leader - chase improvement. Make today better than yesterday so tomorrow can be better than today. The relentless pursuit of improvement will take any leader far.

 
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I used to be jealous of other people's wealth and success - here is how I finally got over it

Envy. It is an emotion that we all feel at some point. It is also a really dangerous emotion when we are trying to build a strong financial life. Envy is pure poison to a healthy financial life. After all, envy encourages us to make some pretty poor decisions. Like every other character flaw, however, envy can be overcome. You can directly reduce the envy itself, or you can at least reduce the bad choices you make as a result of envy. Here are seven strategies I use to cut envy out of my own life.

 
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To reach beyond your limits by training your mind | Marisa Peer | TEDxKCS

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Lee Wil-Son (李閎熙)
 
 
 
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Testimonials and Referral Notes

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Jamesy Neo
Sales Executive
MiracleLeader
Client since 2019

Wil-son is a very friendly person. He always think of me, the client, on how to further help me for my sake instead of hard selling.

I was impressed by the first meeting with him and felt his difference from other consultants.

He truly cares for me and always put my priority first before his sales.

I really appreciate him for who he is.

Thank you Wil-son for being so awesome!

Sally Lim
Finance Executive
Client since 2017

Be frank, I have never like financial planner becos after signing up plan with them, i don’t see or hear from them.

It is like a one time business. But meeting Wil-son, he given me an impression of he really does care of what I really need and not what he needs for the figures to hit his quota.

Wil-son is friendly, approachable and really a good listener. I will highly recommend him to whoever I know is in need.

Thank you Wil-son and wish he is always loved and trusted by all his clients and growth in his career.

Huat Huat Huat!!!!

Clarissa
Referred Client since 2019

I have known Wil-son for approximately 5 years. I started supporting Wil-son by getting a investment linked policy from him.

He follows up, by helping me to monitor the funds frequently, and informs me of new opportunities whenever there is one. He is also very willing to share his knowledge about funds and investment.

He also frequently checks in on me and my family, he feels more of a family friend than a financial planner.

Though Wil-son is rather new in the insurance field, he is constantly trying to learn new things. Certain questions that I have asked Wil-son, he answers without biasness, a trait that I seldom see in other agents.

Moreover, Wil-son is very honest, he clearly tells you that he is uncertain when he does not clearly know the answer. He does not just stop there, he will find out more information and give me a detailed explanation.

Wil-son is also not pushy, he starts off by understanding about my situation before advising me on what policies to get. He does not pressure you to get a policy from him, this trait made him stand out as a trusted financial planner.

Joan Tong
Associate Manager, Heartzmail

It's a true blessing to have a user and client like Wil-son and I'm glad to be able to meet him face-to-face after having him onboard with us for the past two years.

From the first interactions over the phone and via WhatsApp, Wil-son proved to be one of the most polite and proactive users that I have come across - always asking me good questions on how best he can utilise and maximise the services on our platform. Not to mention he has a very friendly demeanour too, which I appreciate very much.

Seeing how proficient he's become with the system and how creatively he uses it to deliver value to his own clients, I cannot be more proud and heartened. His positivity and forward-lookingness (if there's even such a word) makes him an asset -- not just to us, but also to his co-workers and his own clients.

Keep shining and wishing you all the very best, Wil-son!

Ashley Woo
Personal Assistant

I met Wil-son through my boss. Even though I only recently had him as my financial advisor, I have nothing but good words to say about Wil-son. In the two years that I’ve known Wil-son while assisting my boss with his matters, Wil-son has always been someone I could depend on. I appreciate that he is always patient in explaining when I have questions, and I’ve had a lot of them.

There are many financial advisors out there. You will find that a lot are okay and an equal amount that aren’t that great. Then there are the few who, when you find them, make what was previously okay pale in comparison. Wil-son is one of the few, and it shows undeniably in his sincerity. All this is why I am beating myself up for not having thought of reaching out to Wil-son sooner.

I don’t often give recommendations because when things go wrong, you’ll end up getting blamed, but this is how much I believe in Wil-son from the times he has shown up for my boss and me, and at the level at which he did.

It gives me such peace of mind to know now that I have someone I trust to advise me and look out for my best interests. You can have that too.

Sera
Client since 2020

I have known him as my colleague in my previous workplace several years ago whereas afterwards, I got to know that he went on to pursue his career in Manulife.

Buying the right insurance is important. However, the hardest part other than buying the right insurance is finding a suitable agent who can be transparent with you.

Which I am glad I got to know Wil-son, he takes the effort and time to explain and chart up a comparison between products which is helpful.

It is a privilege to have him as my insurance agent. I will recommend people who are keen in insurance to look for him.