top of page

EXO Culture

Living Our Values

At EXO, values aren’t just words on a wall—they’re lived out every day. Through real stories from our financial consultants, Culture brings our core principles—Ownership, Openness, Growth-Mindset, Teamwork, and Gratitude—to life. Explore how these values shape who we are, how we work, and the impact we create, one story at a time.

Ownership

Openness

Growth-mindset

Teamwork

Gratitude

Does being great as a financial adviser naturally make you a great leader? - by Shayne Teo (Senior Advisory Manager)

Does being great as a financial adviser naturally make you a great leader? - by Shayne Teo (Senior Advisory Manager)

Serve, rally, repeat—pickleball fun day for EXOians
📷 credits to @hakimskywalker

Serve, rally, repeat—pickleball fun day for EXOians
📷 credits to @hakimskywalker

From mentors to mentoring moments - By Raymond Xu

From mentors to mentoring moments - By Raymond Xu

A different kind of leadership from Financial Advisory - written by Jess Tan (Senior Advisory Manager)

A different kind of leadership from Financial Advisory - written by Jess Tan (Senior Advisory Manager)

👏 Shoutout to @andyangkh !

One of iFAST’s top producers & now invited to speak at the iFAST Adviser Exchange 🎤

Proud to see EXOian sharing their impact beyond the team! 🚀

#EXOAdvisoryGroup #FinancialFreedom #MoreThanFinancialAdvisory #Finance #AI #GenerativeAI #finexis

👏 Shoutout to @andyangkh !

One of iFAST’s top producers & now invited to speak at the iFAST Adviser Exchange 🎤

Proud to see EXOian sharing their impact beyond the team! 🚀

#EXOAdvisoryGroup #FinancialFreedom #MoreThanFinancialAdvisory #Finance #AI #GenerativeAI #finexis

August set a new benchmark for EXO — hitting $2.5 million in production, our highest month yet. 💥

EXOians continue to raise the bar, proving what’s possible when we lead with purpose and impact. Here’s to another milestone of excellence and growth! 🚀

#EXOAdvisoryGroup #MoreThanFinancialAdvisory #finexis #Finance #AI #GenerativeAI

August set a new benchmark for EXO — hitting $2.5 million in production, our highest month yet. 💥

EXOians continue to raise the bar, proving what’s possible when we lead with purpose and impact. Here’s to another milestone of excellence and growth! 🚀

#EXOAdvisoryGroup #MoreThanFinancialAdvisory #finexis #Finance #AI #GenerativeAI

As we reach this point in the year, our consultants are progressing steadily towards even greater achievements — from MDRT to COT and Double Round MDRT. We look forward to celebrating the milestones ahead and seeing all that the team will accomplish!

As we reach this point in the year, our consultants are progressing steadily towards even greater achievements — from MDRT to COT and Double Round MDRT. We look forward to celebrating the milestones ahead and seeing all that the team will accomplish!

As we reach this point in the year, our consultants are progressing steadily towards even greater achievements — from MDRT to COT and Double Round MDRT. We look forward to celebrating the milestones ahead and seeing all that the team will accomplish!

As we reach this point in the year, our consultants are progressing steadily towards even greater achievements — from MDRT to COT and Double Round MDRT. We look forward to celebrating the milestones ahead and seeing all that the team will accomplish!

As we reach this point in the year, our consultants are progressing steadily towards even greater achievements — from MDRT to COT and Double Round MDRT. We look forward to celebrating the milestones ahead and seeing all that the team will accomplish!

As we reach this point in the year, our consultants are progressing steadily towards even greater achievements — from MDRT to COT and Double Round MDRT. We look forward to celebrating the milestones ahead and seeing all that the team will accomplish!

A New Chapter. A Clear Purpose.

@finexis_advisory Leadership Summit left us inspired, energised, and aligned for what’s next.

With bold initiatives unveiled, the path forward is clear - more support, more opportunities, and a united drive to grow together with a common goal - to raise the bar for the industry.

At EXO, purpose has always been our compass. When the right people, systems, and vision converge, extraordinary things happen — for our advisors, our clients, and the communities we serve.

✨ Exciting times ahead - we are ready!

#EXOAdvisory #Finexis #EXOLeaders #LeadershipWithPurpose #NextLevelTogether #RaiseTheBar

A New Chapter. A Clear Purpose.

@finexis_advisory Leadership Summit left us inspired, energised, and aligned for what’s next.

With bold initiatives unveiled, the path forward is clear - more support, more opportunities, and a united drive to grow together with a common goal - to raise the bar for the industry.

At EXO, purpose has always been our compass. When the right people, systems, and vision converge, extraordinary things happen — for our advisors, our clients, and the communities we serve.

✨ Exciting times ahead - we are ready!

#EXOAdvisory #Finexis #EXOLeaders #LeadershipWithPurpose #NextLevelTogether #RaiseTheBar

EXO Mid-Year Review 2025 — a celebration of purpose, performance, and people.

From $10 million in team production, to values-driven impact stories, to EXOians uplifting EXOians—this was more than a checkpoint.We honoured our top achievers, heard real voices from the ground, and doubled down on building systems that grow with our people.

Here’s to a culture that reflects, realigns, and rises—together.
H2, we’re ready!

EXO Mid-Year Review 2025 — a celebration of purpose, performance, and people.

From $10 million in team production, to values-driven impact stories, to EXOians uplifting EXOians—this was more than a checkpoint.We honoured our top achievers, heard real voices from the ground, and doubled down on building systems that grow with our people.

Here’s to a culture that reflects, realigns, and rises—together.
H2, we’re ready!

We came together to celebrate the success of our teammates - the hard work that was driven by purpose.

Here’s to every milestone we’ve achieved, and many more to come.

Together, we don’t settle - we achieve more!

We came together to celebrate the success of our teammates - the hard work that was driven by purpose.

Here’s to every milestone we’ve achieved, and many more to come.

Together, we don’t settle - we achieve more!

A New Chapter Begins

#EXOAdvisory #Finexis #AscendAsia #KKR #NextChapter #ClientFirst #builttogrow

A New Chapter Begins

#EXOAdvisory #Finexis #AscendAsia #KKR #NextChapter #ClientFirst #builttogrow

Making the move from a tied agency can be daunting. At EXO Advisory Group, we go beyond product training — equipping our advisers with real-world skills in prospecting, presenting, and client engagement. With structured support and dedicated mentorship, we set our advisers up for long-term success.

Making the move from a tied agency can be daunting. At EXO Advisory Group, we go beyond product training — equipping our advisers with real-world skills in prospecting, presenting, and client engagement. With structured support and dedicated mentorship, we set our advisers up for long-term success.

Less than halfway through the year, and we’re already breaking records!

115% YOY production growth
106 EXOians strong, and still growing

What’s even more fulfilling?

Seeing how our team continues to stay client-first — choosing the right partners, the right products, and the right strategy, every time.
Let’s keep raising the bar — for ourselves and for the people we serve.

Less than halfway through the year, and we’re already breaking records!

115% YOY production growth
106 EXOians strong, and still growing

What’s even more fulfilling?

Seeing how our team continues to stay client-first — choosing the right partners, the right products, and the right strategy, every time.
Let’s keep raising the bar — for ourselves and for the people we serve.

Less than halfway through the year, and we’re already breaking records!

115% YOY production growth
106 EXOians strong, and still growing

What’s even more fulfilling?

Seeing how our team continues to stay client-first — choosing the right partners, the right products, and the right strategy, every time.
Let’s keep raising the bar — for ourselves and for the people we serve.

Less than halfway through the year, and we’re already breaking records!

115% YOY production growth
106 EXOians strong, and still growing

What’s even more fulfilling?

Seeing how our team continues to stay client-first — choosing the right partners, the right products, and the right strategy, every time.
Let’s keep raising the bar — for ourselves and for the people we serve.

Less than halfway through the year, and we’re already breaking records!

115% YOY production growth
106 EXOians strong, and still growing

What’s even more fulfilling?

Seeing how our team continues to stay client-first — choosing the right partners, the right products, and the right strategy, every time.
Let’s keep raising the bar — for ourselves and for the people we serve.

Less than halfway through the year, and we’re already breaking records!

115% YOY production growth
106 EXOians strong, and still growing

What’s even more fulfilling?

Seeing how our team continues to stay client-first — choosing the right partners, the right products, and the right strategy, every time.
Let’s keep raising the bar — for ourselves and for the people we serve.

We don’t just build systems —
We build a culture where people come first.

We believe in growing our consultants as individuals, not just measuring their performance.
- Personal growth over production
- Value over volume
- Sustainability over short-term sales

That’s why Bernard has chosen EXO for his Career 2.0 — a place to thrive, not just survive.

We don’t just build systems —
We build a culture where people come first.

We believe in growing our consultants as individuals, not just measuring their performance.
- Personal growth over production
- Value over volume
- Sustainability over short-term sales

That’s why Bernard has chosen EXO for his Career 2.0 — a place to thrive, not just survive.

At EXO Advisory Group, we offer tailored tools and systems to support consultants at every stage of their journey.

Find out how Chun Wei, with 14 years of advisory experience, is using these resources to bring his practice to the next level.

At EXO Advisory Group, we offer tailored tools and systems to support consultants at every stage of their journey.

Find out how Chun Wei, with 14 years of advisory experience, is using these resources to bring his practice to the next level.

Building the right environment is something EXO has always taken seriously — because we believe that when the right people are in the right place, they’re empowered to grow, thrive, and do their best work.

Building the right environment is something EXO has always taken seriously — because we believe that when the right people are in the right place, they’re empowered to grow, thrive, and do their best work.

Fireside Chat with our Director - Edmund Xu

No fluff, no filter — just real conversations on leadership, team building, and where the FA industry is headed with our seniors, newbies and guests!

Fireside Chat with our Director - Edmund Xu

No fluff, no filter — just real conversations on leadership, team building, and where the FA industry is headed with our seniors, newbies and guests!

TGIF at the beach with great weather and even better company. Big thanks to the planning team for organizing EXO beach day! @mengyongg_ @llouis21

TGIF at the beach with great weather and even better company. Big thanks to the planning team for organizing EXO beach day! @mengyongg_ @llouis21

We are excited to welcome this batch of newbies to our team! With their different background they will bring along new perspectives and energy to the team! We look forward to learn and grow with each and everyone of them!

We are excited to welcome this batch of newbies to our team! With their different background they will bring along new perspectives and energy to the team! We look forward to learn and grow with each and everyone of them!

Our EXOians are leveling up with weekly training sessions led by senior managers, covering topics such as prospecting, investment role-plays, and CPF changes to support their business growth.

Our EXOians are leveling up with weekly training sessions led by senior managers, covering topics such as prospecting, investment role-plays, and CPF changes to support their business growth.

Ohhaiyo, Hokkaido! 🇯🇵❄️

From breathtaking snowy landscapes to well-earned moments at Club Med Kiroro, this Elite Incentive Trip is more than just a getaway—every moment here is a well-deserved reward for our qualifiers, a testament to their hard work, perseverance, and commitment to achieving their goals for the year!

Ohhaiyo, Hokkaido! 🇯🇵❄️

From breathtaking snowy landscapes to well-earned moments at Club Med Kiroro, this Elite Incentive Trip is more than just a getaway—every moment here is a well-deserved reward for our qualifiers, a testament to their hard work, perseverance, and commitment to achieving their goals for the year!

This year, we kicked things off by achieving a significant milestone—100 strong!

It’s a goal we’ve been working toward since the very beginning. Along the way, we’ve introduced new initiatives to better support our advisors on their journey.

With the strong foundation we’ve built, we’re ready to take on even bigger challenges. But what excites us most is the impact we get to create along the way. The next chapter is just getting started!!

This year, we kicked things off by achieving a significant milestone—100 strong!

It’s a goal we’ve been working toward since the very beginning. Along the way, we’ve introduced new initiatives to better support our advisors on their journey.

With the strong foundation we’ve built, we’re ready to take on even bigger challenges. But what excites us most is the impact we get to create along the way. The next chapter is just getting started!!

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

Another year of breakthroughs! Watching our advisors reach new heights reminds us why we grow best together—pushing, supporting, and celebrating every step forward.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

As the team grows, securing the top spot becomes increasingly challenging. Every advisor works hard to compete for EXO Award recognition. With that, we proudly present our Millennium Award, Top 10 Producers, Breakthrough Award, and Top Rookie Award.

What a year to remember!

We kicked off 2024 with fun in Bali, upgraded through training, set bold goals, served the less privileged, celebrated wins, and expanded our team by nearly 40%!

A heartfelt thank you to the OGs who paved the way and to everyone who joined us on this journey. We pledge to keep doing good, doing well, and growing together.

Here’s to an even bigger and brighter 2025!

Edmund Xu

#YearInReview #DoGoodDoWell

What a year to remember!

We kicked off 2024 with fun in Bali, upgraded through training, set bold goals, served the less privileged, celebrated wins, and expanded our team by nearly 40%!

A heartfelt thank you to the OGs who paved the way and to everyone who joined us on this journey. We pledge to keep doing good, doing well, and growing together.

Here’s to an even bigger and brighter 2025!

Edmund Xu

#YearInReview #DoGoodDoWell

Cheers to our amazing newbies for pulling off an unforgettable year-end party! From the creative games to the nostalgic 10-year throwback for our EXO anniversary, your effort and dedication truly made this celebration a fun one!

Cheers to our amazing newbies for pulling off an unforgettable year-end party! From the creative games to the nostalgic 10-year throwback for our EXO anniversary, your effort and dedication truly made this celebration a fun one!

Thank you to our trainers and contributors for your incredible dedication throughout this busy year, 2024. You didn’t have to volunteer your valuable time and energy for the team and your teammates, yet each and every one of you chose to. Thank you for embracing our values, paying it forward, and building this team alongside us!

Thank you to our trainers and contributors for your incredible dedication throughout this busy year, 2024. You didn’t have to volunteer your valuable time and energy for the team and your teammates, yet each and every one of you chose to. Thank you for embracing our values, paying it forward, and building this team alongside us!

There’s something special about hearing rookies share their experiences—their energy, curiosity, and drive reignite the reasons we started. Watching them work toward their goals, with some even achieving their MDRT within a few months after joining us is a powerful reminder of the passion and purpose that first set us on this journey.

There’s something special about hearing rookies share their experiences—their energy, curiosity, and drive reignite the reasons we started. Watching them work toward their goals, with some even achieving their MDRT within a few months after joining us is a powerful reminder of the passion and purpose that first set us on this journey.

Growing a team often means balancing culture and scale — so how did we achieve both?

Growing a team often means balancing culture and scale — so how did we achieve both?

It’s been a while since our last team workout, and it felt amazing to get together again! A huge thank you to @sirbest_tanky for planning the route and workout!

It’s been a while since our last team workout, and it felt amazing to get together again! A huge thank you to @sirbest_tanky for planning the route and workout!

We’ve exceeded a total production of 10 million as of October! With two months left in 2024, we’re excited to see what more the EXOians can achieve!

We’ve exceeded a total production of 10 million as of October! With two months left in 2024, we’re excited to see what more the EXOians can achieve!

Thinking about becoming a leader? Don’t make this common mistake!

Thinking about becoming a leader? Don’t make this common mistake!

To our OGs of 5 to 18 years, the Roots and Wings of EXO Advisory Group

Thank you for anchoring the foundation that has kept us steady and strong, and for providing the lift that has elevated us over the years. Your dedication and support have shaped our journey and propelled us to new heights. Here’s to the memories we’ve created and the milestones we’ve achieved together!

#EXOians #journeywithyou

To our OGs of 5 to 18 years, the Roots and Wings of EXO Advisory Group

Thank you for anchoring the foundation that has kept us steady and strong, and for providing the lift that has elevated us over the years. Your dedication and support have shaped our journey and propelled us to new heights. Here’s to the memories we’ve created and the milestones we’ve achieved together!

#EXOians #journeywithyou

Waking up to new views without the stress of planning is how our senior adviser, Agnes, prefers to travel. Since starting her luxury cruise journey, it has become her motivation to accomplish her goals early, rewarding herself with a hassle-free escape to enjoy the rest of the year.

Waking up to new views without the stress of planning is how our senior adviser, Agnes, prefers to travel. Since starting her luxury cruise journey, it has become her motivation to accomplish her goals early, rewarding herself with a hassle-free escape to enjoy the rest of the year.

Gallup StrengthsFinder has been a valuable tool for our team to better understand and communicate with each other. In this training, @coach.mond shares with EXOians how to enhance their relationships with their spouse, peers, and colleagues.

We also want to thank FAM for sponsoring tea time snacks and drinks, as we catch up on their latest updates!

Gallup StrengthsFinder has been a valuable tool for our team to better understand and communicate with each other. In this training, @coach.mond shares with EXOians how to enhance their relationships with their spouse, peers, and colleagues.

We also want to thank FAM for sponsoring tea time snacks and drinks, as we catch up on their latest updates!

Diving into insightful training sessions led by our managers, Shayne, equipping our consultants with strategies to tackle the rising healthcare insurance costs. We also have our honorary trainer Jian Ming guiding us through the referral process to maximize client outreach and grow our impact!

@shayneteoyh @jmhohoho

Diving into insightful training sessions led by our managers, Shayne, equipping our consultants with strategies to tackle the rising healthcare insurance costs. We also have our honorary trainer Jian Ming guiding us through the referral process to maximize client outreach and grow our impact!

@shayneteoyh @jmhohoho

.pro-gallery-wix-wrapper {display: block !important;} .pro-gallery-wix-wrapper .gallery-item-container {opacity: 1 !important; display: block !important;}

Follow us on Instagram

@exoadvisorygroup

bottom of page