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Steps you can take to scale your practice with Aquillesa Chan – Transcript

Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

Today, we have Aquillesa ‘Lisa’ Chan who is a Financial Adviser from AXA Life, Cebu Philippines. After working as an Administrative Assistant for 11 years, she jumped into the Financial Advice industry and never looked back. 6 years later, she’s helped 200+ clients and has travelled the world with company perks she’s received as recognition for her excellence born from great work ethic and the passion to help Filipinos get started in their financial independence journey.