FOO XUAN KAI

SP-QO FOOXUANKAI

 

FOO XUAN KAI
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About FOO XUAN KAI

In a short span of six years in the financial services industry, Foo Xuan Kai not only handles the portfolios of 280 families, but also manages a team of more than 20 advisers. He achieved his first Million Dollar Round Table (MDRT) status and qualified for the International Dragon Award (IDA) in his first full year as a Financial Services Consultant. He was able to repeat his achievements in the next few years despite being in the Covid-19 pandemic and qualified as a Court of the Table for two consecutive years.

Awarded as the 4th runner-up Financial Services Manager in 2019 and 2nd runner-up Financial Services Associate Director in 2020, Xuan Kai takes pride in developing and grooming individuals to replicate what he has been doing the last six years. He is looking to groom his next MDRT advisor and hopes to impact and educate more people to join him in this career.

Xuan Kai believes that this career not only delivers positive impact to individual clients but also has a large implication on societal causes. He feels that there is limited capacity for a financial advisor to go out and spread financial literacy. He is constantly motivated by the dream to change the financial services industry for the better and hopes that the role of a financial advisor can be well regarded on the same level as the other esteemed professions like doctors and lawyers.

Xuan Kai also aspires to improve on the quality of financial advisory so as to help consumers simplify difficult financial decisions. He believes that as we are constantly faced with the challenges of an ever-changing and unpredictable environment, it is important that we remain firm in our goals and be mindful to practise flexibility and open-mindedness with our methods.

Xuan Kai is an avid sportsperson and he participates in competitive table tennis, social football games and does F45 training to keep himself fit. In his free time, he is a keen learner on the topics of leadership, management and entrepreneurship.

ACCOLADES

MDRT COT Qualifying Member 2022
IDA - Bronze Dragon Award 2017 & 2018
IDA - Silver Dragon Award 2021

Accreditation

  • MDRT District 2022 (Sapphire Award)
  • MDRT Agency 2021 (Ruby Award)
  • Pinnacle Gold District 2022
  • Prestige Club Qualifier 2022
  • MDRT Court of the Table - Qualifying Member 2022
  • International Dragon Awards 2021 - Silver Dragon Award
  • International Dragon Awards 2017 & 2018 - Bronze Dragon Award
  • Associate Specialist in Estate Planning (ASEP®)
  • Associate Estate Planning Practitioner (AEPP®)

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