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
- Led a team of 87 associates generating $6.7M in APE.
- Achieved a total team APE of $20M over the last 5 years.
- Mentored 25% of the team to achieve MDRT and COT qualifications.
- Two managers promoted to Directors, showcasing his ability to groom leaders
APE Production Submitted (2014–2024)
Average annual growth rate from 2014 to 2024

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
Andy Tay, Associate
Shi Pei, Fresh Graduate
Sam Jen Kang, Financial Consultant
Geraint Liu, Financial Consultant
Serena, Financial Consultant
Imran Sinwan, Ex-Process Technician
Guo Wei, Ex-Police Officer
Desmond Lim, Ex-Engineer
Leroy Lee, Financial Services Manager
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Desmond Lim Torn by Loyalty
Now, let’s talk about something that’s a little harder to admit. I know a lot of you feel a sense of loyalty to your current agency or leader. You’ve spent years building relationships there, and the thought of leaving feels like betrayal.
I’ve been in that exact position before. Staying feels safe, but deep down, you know it’s not where you’re meant to be. You’re torn, and it’s hard to make the call. But here’s the truth: loyalty is a two-way street. If your current environment isn’t helping you grow or achieve your goals, it’s okay to prioritize yourself and your future.Read more -
Andy Tay Bored and Unchallenged
And then there’s the boredom. Let’s be honest—does it feel like you’re doing the same things over and over again, waiting for something to change? Maybe you’re hitting your targets, but it all feels...flat. There’s no excitement, no challenge, no sense of innovation.
Read more -
Kane Ong Senior Associate
I’ve been there too. At one point, I was simply going through the motions. I’d lost the passion I once had for this career, and I was so focused on just surviving the day-to-day that I forgot why I started in the first place.
But here’s what I realized: the industry isn’t stagnant—you just need to find the right environment to reignite the fire.Read more