Biography

Eric Lim joined the financial planning business in 2000. Initially from a tied agency model to now a financial brokerage member, he currently leads a team of 12 dedicated financial planners in serving the community of clients who believed in the importance of financial planning. Throughout his career, he has received multiple awards for being a producing leader himself, as well as developing new financial planners to their career heights. Known for his authenticity and his experience in leading teams and developing leaders, his vision is to develop financial planners and leaders not from a system solely, but from within develop in each a unique business model which harnesses from the soul and value systems. After serving the industry and career for more than 24 years, he is now focussing on developing systems to value add and serve his and the team’s clients better through technology integration as well as not losing the human touch to the entire process. This system of building the business from scratch to the end stage will assist the planners to build a sustainable business model which can be scaled to an even greater height.