Mobile Application For Advisers
Adviser2U is a Mobile Application platform to connect User with Professional Advisers. Adviser2U was established in 2023 with a mission to enhance the quality of life by seamlessly connecting user with advisers based on unique search criteria. It was founded by Tiger Wo CFP Professional and Million Dollar Round Table (MDRT) member and Andy Goh who possesses over 20 years of experience in operation management and international business development
7 Financial Sectors To Meet All Financial Needs
Investment Adviser
Accounting & Tax Adviser
Loan Adviser
Unit Trust Adviser
Will & Estate Planning Adviser
General insurance Adviser
Life Insurance Adviser
Challenges Faced by Advisers
Inflation makes business & customer acquisition cost rise year by year
Commission is limited
Commission drop due to short payment term product
Time spent in daily commuting equals to opportunity cost
Exhaustion , bodily and mentally drained, need more time to recharge
Most people especially younger generation prefers to shop online
Are we prepared for another pandemic and lockdown??
Digital Insurer, Big Data, AI, all look like threaten to us, any tech platform benefit to us ?
User Type 1
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Search Advisers
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Search Financial Jobs
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Browse Profiles, Instant Message
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Ratings & Reviews
User Type 2
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Display Profile
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Post Jobs
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Schedule Appointment
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Community Support
Advisers
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Book Appointments
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Post Requests for Services
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Search Jobs
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Community Support
Why Roza Recommends Adviser2U
1. Additional online sales/recruitment channel
2. Increase visibility/exposure within your expertise & community
3. Develop business opportunities within your community via online & offline
4. Reduce frequency of commuting (especially when handling open case) and
5. Reduce operating costs, while increase profit
6. More time to do business development, recruitment, exercise or spend time with friends and family
7. Opportunity to reach out to the young or covid generation (especially nearby)
8. Keep up with digitalization
9. Accuracy Exactly – User come to search for Adviser in Financial Industry
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Book a briefing session with Roza
Services Offered By Roza
Available Daily for 9am to 9pm
