Year 1 to Year 10: Learning Through Struggle
Two and a half decades ago, I took my very first step into the financial world—as a humble insurance agent. The road was far from easy. Each day brought fresh challenges and new lessons. I remember those initial years as a continuous cycle of struggle and learning: every “no” became a stepping stone; every client, a story and a responsibility.
Brick by brick, and conversation by conversation, my client base began to grow. At times, the mountain seemed insurmountable, but each small success reminded me why I started—helping people secure their futures.
Year 11 to Year 20: Milestones & Momentum
The next phase of my journey was shaped by ambition and breakthrough moments. In 2011, I earned my first MDRT (Million Dollar Round Table)—a global recognition for outstanding professionals in insurance and financial services. It was more than an award; it was validation of sleepless nights, persistent efforts, and unwavering dedication.
In 2015, I became a Certified Financial Planner, a milestone that deepened my expertise and inspired even more trust among my clients. By the close of my twentieth year, I celebrated over a hundred client relationships—each unique, each precious. Their faith in me was the true reward.
Year 21 to Year 25: Impact & Influence
The recent years have been a testament to the journey’s evolution. In 2025, I achieved my 3 times MDRT, now called Court of the Table (COT)—a recognition reserved for the elite in our profession. These years have seen my client family expand to over 300, spanning HNIs, NRIs, and SMEs.
Through this journey, I have also proudly maintained 17 times consecutive MDRT qualifications, a testament to sustained excellence and unwavering commitment in financial planning.
Each one of my clients has inspired me to reimagine what’s possible in financial planning and to honor the human aspirations behind every investment, policy, or plan.
This phrasing highlights your 3 times MDRT (COT) achievement and the remarkable 17 consecutive MDRT qualifications clearly and professionally. Let me know if you want it adjusted further!
