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James Tan

In Touch

A Monthly Curated Newsletter

Amidst a pandemic, the profound impact & discomfort of loss or the prospect of loss is felt almost universally. We may find ourselves and even those we care about feeling anxious & restless, which makes it challenging as we find ways to adjust not just physically, but also mentally & emotionally. At this time, emotional support for one another becomes ever more essential. Here, I'd love to share with you insights that can help us have a deeper understanding on the complex emotions that we may be dealing with, & the ways in which we can provide meaningful social support in our daily interactions through being present & holding space for others.

How to be an emotionally intelligent leader amid COVID-19

Important pointers that help us lead and respond to the needs of others and ourselves more effectively in organisations.

 
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What it Means to Hold Space for Someone

This article touches on the the transformative effect of 'being there' for others

 
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6 Steps to Improve Your Emotional Intelligence by Ramona Hacker

 
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I seek to reach out to people who believe in creating a safe financial environment for their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
James Tan
 
 
 
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Testimonials and Referral Notes

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Standard Chartered Bank "Future-Proofing You" Event

James conducts regular training on financial planning to banks. Also featured in public events and interviews on opinions with regards to matters pertaining to financial affairs and wealth management in general. Click link below for FaceBook Live interview: https://fb.me/e/2f5rnAR8E

Connie Wee, Retiree

"James was very clear and patient in his explanation of the pitfalls and considerations when setting up a lasting power of attorney and Will. I did not know that there were so many areas to consider and am rather surprised that a financial consultant would have the knowledge to actually guide me on these areas. He plans with the best of intentions for his client.”

Rosemary Tan, Sales Manager

"James has done a great job managing my investment portfolio and is also taking care of all of my family's financial needs from insurance to mortgage loans. He is responsive and able to offer me up to date information on everything from CPF rules to personal taxation matters. I feel assured knowing everything is well taken care of."

Rei Wang, Training Manager

“James is very giving in his advice, and value-adds with his objectivity and authenticity. The comprehensive report he customises for his clients is extremely insightful, by providing a consolidated view of their financial position. If you are looking for someone that embodies passion and professionalism in financial planning, James is the person you should talk to.”

Elaine Tan, Director of a charity organization

James is very professional in executing his work as a financial advisor, with deep knowledge and looking after my interests that suit my life situation, unstintingly sharing what he knows. He even went the extra miles in guiding me to become a coach. Here is the guy for you: sincere, knowledgeable and ever willing to share . Glad to have known you James!

Ryner Choong, Relationship Manager (Priority Offshore)

“Thank you so much for teaching and sharing your experience with me. I honestly learnt a lot and I am really blessed to be taught by you. Although this entire training experience was just two days but I think I’ve gained even more than what I expected to learn in months.”