2003–2005: I Almost Gave Up
Alex Chan Alex Chan

2003–2005: I Almost Gave Up

In 2003, a sudden crisis nearly ended my career. But what started as survival slowly became the foundation of a new B2B platform—one built to help advisors deliver better service and grow together.

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We Need to Be Our Own Asset Managers
Alex Chan Alex Chan

We Need to Be Our Own Asset Managers

In a world of accelerating change, even the most qualified professionals face growing uncertainty. Building a portfolio career isn’t abandoning your path — it’s protecting it.

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