Coach Dylan Wong

Unlocking Your 10X Potential
with Dylan Wong

Discover proven strategies to attract affluent clients, achieve MDRT or beyond, and reclaim the work-life balance you deserve—all with unparalleled training and support.

Download the Free Guide to Unlock Your Career Potential Today!

Who is Dylan Wong?

Senior Financial Services Director | Founder of Elios Wealth Management

Dylan Wong is the Senior Financial Services Director and Founder of Elios Wealth Management, a group of agency units under Income Advisory Financial Advisers(IAFA). Known for his transformational leadership and performance coaching, Dylan is passionate about empowering financial consultants to become trusted advisors and guiding agency leaders to build high-performing, purpose-driven teams.

Over the past five years, Dylan’s team achieved $20 million in APE, with many associates qualifying for MDRT and COT. Some of his associates stepped into leadership roles, driving the team’s growth, including two managers who were promoted to Directors in 2024. From $360K in individual APE in 2015, Dylan has grown to lead a team of 87 associates generating $6.7 million in APE by 2023.

Dylan’s mission is to redefine the financial advisory landscape by equipping associates with the confidence, competence, and skills to serve the affluent market in Singapore and across the region. Looking ahead, he is focused on leveraging AI transformation, expanding his leadership coaching, and advancing his expertise in high-net-worth advisory to elevate the client experience and impact in the financial services industry.

Achievements

2015

Achieved $360K in individual APE, marking the first major milestone in his career.

2016

Recognized as Top Manager in both Recruitment and Group
Production.

2018

Promoted to Financial Services Director
at 26 years old.

2023

APE Production Submitted (2014–2024)

$30,519,071.27

Average annual growth rate from 2014 to 2024

37.3%

Author

Mind My Own Business: Discover How to Accelerate Your Career Success in the Financial Sector

“Mind My Own Business” by Dylan Wong is a powerful guide for aspiring financial advisors and young professionals looking to break free from the grind of traditional employment. At just 21, Dylan started his journey with no sales experience, little support, and a struggling income. By 23, he achieved six-figure success, joined the prestigious Million Dollar Round Table, and became a top financial services director before 26. Through personal stories, proven strategies, and a mentor’s insight, Dylan reveals how to build a highly profitable financial advisory practice, achieve work-life balance, and create lasting wealth. Discover how to rise above the paycheck-to-paycheck cycle, unlock unlimited income potential, and design a life of freedom and fulfillment in the financial services sector.

Download My eBook, Discover Your Career Possibility and Unlock Your Professional Potential, Absolutely Free

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Why Clients Work With Dylan

Financial Planning

Comprehensive financial assessments that help customers create a roadmap for achieving their short-term and long-term financial goals.

Investment Advisory

Tailored investment strategies that align with customers’ risk tolerance, financial goals, and timelines.

Retirement Planning

Strategies to build a sustainable retirement fund that supports customers’ desired lifestyle after they stop working.

Legacy and Estate Planning

Guidance on wealth distribution, wills, trusts, and tax-efficient strategies to preserve and transfer wealth to the next generation.

Business Succession Planning

Specialized financial advice for business owners to plan for smooth transitions, whether through selling, passing ownership, or restructuring.

Insurance Optimization

Solutions for life, health, critical illness, and income protection to safeguard customers and their families.

Testimonials From Associates

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