My biggest accomplishment is to have my company still in business from 2013 until today and entering its 10th year. That is something I thank God for. Another accomplishment is that I was able to switch from an employee’s way of thinking and mentality to the thinking and mentality required by a business owner or entrepreneur.

Setting up a wealth management service company was not easy at the beginning since we had no experience as entrepreneurs. We had just experience, knowledge as bankers, and a mentality as employees. There was no such business model and platform available in Indonesia that I could learn from and copy for our own business. We had to establish our own business model and processes, introduce our business to our important business network and potential partners, and find a technology platform suitable for the business model. Now that the company is up and running, we can continue to improve based on what we’ve learned and gained along the way. To improve our business processes, we even enlisted the assistance of David T. Lord (https://davidtlord.com/) and his Visual System of Work, through long-distance coaching.

Starting from just two people, today the company is growing to +/- 20 staff divided into many different teams: Advisors & Paraplanner, Investment & Portfolio Management, Marketing, Finance & Accounting, Trade Operations, Office & Property Management, and Technology. The company is also supported by vendors and partners such as securities companies, asset management, custodian bank, and insurance agency. We also have partners as our experts in the field of Investment, tax & accounting, and legal/law.