Stephanie Tsang Addresses Financial Professionals in Singapore
Tsang spoke on the shift to advice-based planning and its relevance in the financial services industry today.
PHOENIX, AZ—Stephanie Tsang, CFP®, Associate Partner and Financial Advisor at North Star Resource Group, was invited to speak to the AFA(S) or Association of Financial Advisors Singapore on Wednesday, May 31st, 2017.
In a 3-hour presentation to over 70 people in attendance, Tsang’s presentation, titled “Advice Based Planning—The Future for Financial Advisor Representatives,” covered why the financial services profession is moving towards advice based planning and the importance of it. Several other key topics Tsang addressed in her presentation included how to work with an advice based client, how to conduct successful dinner marketing seminars, and how to market to women. This was Tsang’s first international speaking engagement.
“Stephanie Tsang did wonderfully well. Initial feedback received about her performance, as expected, [included that she] was an “excellent speaker” who shared freely her thoughts of the industry and because of her passion, she touched many of the hearts of the attendees present.”
–Mohd Amin, CEO of MAA Financial Planners
Having been affiliated with North Star since 2006, Tsang is based in Phoenix, AZ and San Diego, CA, while also working with clients located in the Las Vegas and San Francisco areas. Working with individuals from a variety of professional backgrounds, Tsang’s client base includes medical and dental professionals, business owners and 1099 employers, and other emerging professionals. Tsang is also a leader in North Star’s Southwest Division, mentoring young advisors and helping to support their growing practices. She has earned her Certified Public Accountant or CPA designation and additionally is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
For more on Stephanie Tsang, visit https://www.northstarfinancial.com/find_an_advisor/stephanie-tsang/.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve and protect their wealth. North Star has more than 150 full time advisors and over 150 employees. In a network of 44 offices in 22 states, they have contributed to the financial security and well-being of over 120,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.NorthStarFinancial.com.
North Star Consultants, Inc. – Insurance Products and Services. CRI Securities, LLC – Securities and Investments. Securian Financial Services, Inc. – Variable Products and Securities.
North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated.
**Data as of 12/31/2015
1830120 / DOFU 06-2017