Calling All Financial Advisory Managers Whose Team Feels Stuck

Discover how to rebuild your team’s structure, leadership clarity, and growth momentum without burning out, guessing, or doing it all alone.

This practical mentorship helps mid-level managers lead with confidence, improve retention, and develop a stronger, more stable team.

Why Work With Me?

You want to feel in control of your growth again

Things aren’t clicking the way they used to. Your team feels stagnant, advisors are leaving, and you’re not sure what the next step is. You’ve been trying to figure it out alone but you’re tired of guessing. This mentorship gives you a chance to reset, learn what’s missing, and grow again with real support inside a team that’s built to help managers lead better and go further.

You’re tired of carrying the team alone

You’re a strong producer. But getting your team to perform at the same level has been frustrating. You’re managing people with different personalities, unclear expectations, and no real retention strategy. This process helps you build internal structure, develop team identity, and grow leadership depth so you’re no longer the only one holding things together.

You want to lead with confidence

You didn’t sign up to feel stuck, second-guessing, or unsupported. You want to grow your team, but you’re not sure what to change. This mentorship gives you structure, support, and strategic clarity, so you can lead with confidence, and make real progress toward long-term leadership goals.

Hi, I'm Si Yang

I’ve been in financial advisory for over a decade, and I’ve led teams through all stages of growth from new manager setups to multi-layered structures with 50+ advisors.

But here’s what I’ve learned:

Most managers aren’t struggling because they’re lazy or uncommitted. They’re stuck because no one ever taught them how to lead.

I created this mentorship because I’ve seen too many managers burn out trying to figure things out alone, guessing their way through recruitment, retention, and team growth without real guidance.

If you’re serious about building a team that lasts and you want structure, support, and a real plan, I’d love to help.

HERE ARE SOME OF THE SUCCESS STORIES

From Burnt Out Manager → 6 Quality Recruits in 12 Months

David, 7 years in FA,

former manager at another firm

  • Came in wanting to build a HNW-focused team, but lacked structure and direction

  • Reset his team setup, clarified his direction, and focused on leadership development
    Rebuilt from 0 to 6 committed advisors in under a year

  • Hit COT again after a year of transition
    Now back on a solid growth path with stronger positioning and clearer identity

  • Wanted to secure a home for his 21-year-old daughter who had no income yet.

  • I guided them through a safe full-cash purchase of Lentor Modern with a clear long-term plan.

  • Property appreciated significantly from 2022 to 2025 she can now stay, rent, or sell for profits.

From Ex-Banker to Team Builder in 3 Years

Jason – Former local bank advisor

  • Strong in investments, but new to leadership and team dynamics

  • Struggled with retention, clarity, and getting buy-in from his team

  • Worked on building internal processes and mentoring others effectively

  • Within 3 years: achieved COT, built a productive team, and groomed another ex-banker to COT in just 6 months

  • Wanted to buy under their son’s name but still wanted him to take responsibility.

  • I structured the purchase so parents funded the downpayment while he takes over the loan later.

  • Son gains early ownership and accountability, while the family benefits from long-term appreciation.

IN YOUR CONSULTATION, WE WILL COVER

✔ What’s really been holding you back and why things feel stuck


✔ What to shift first to regain momentum and rebuild with confidence


✔ How to lead with more clarity, structure, and consistency even if you're starting fresh


✔ A practical plan to bring in 5 quality advisors in the next 6 months with the right guidance, support, and environment behind you