Esther Aw, CLTC®, CAP® As a financial advisor with Eagle Strategies LLC (a subsidiary of New York Life) and the owner of EMA Financial and Insurance Services, Esther Aw finds her work to be rewarding in a variety of ways. She takes great satisfaction in being able to help clients make solid choices with regard to such responsibilities as wealth preservation, estate planning, retirement planning, protection management, and risk management. Ms. Aw is well qualified to assist clients with decision-making in areas such as charitable donations, education funding, business succession strategies, and long-term care insurance. Esther is a member of the National Association of Insurance and Financial Advisors (NAIFA), as well as a member of Women …show more content…
in Insurance Financial Services (WIFS). She is a lifetime member of the Million Dollar Round Table (MDRT), where she has received industry recognition. Esther’s approach to client relations reflects her sense of integrity.
Her first step with any client is to meet and decide whether they will make a good match for each other. It is important to her that people know they are collaborating with Esther when planning their financial futures. She works hard to make clients feel as though their input is equally as relevant as her guidance. Ms. Aw works hard to educate the individuals who hire her, promoting a foundation of trust as she builds relationships with clients. While Ms. Aw provides expert financial advice that is beneficial to those who apply it, she will still offer professional support to clients when they choose to stray from that advice. To Esther, strengthening a client relationship over time is more essential than selling a service in the short term. She regards her job with a wholistic attitude, and she works to help clients envision, create, and implement strategies that will benefit them in the areas that matter to them. As their priorities change over the course of time, Esther helps clients to modify their financial plans …show more content…
accordingly. Feedback for Ms. Aw’s services indicates than when she works with them, clients know they are in capable hands. After Esther has advised someone, that person should feel the sense of relief and absence of worry that her other clients have experienced. They should also feel comfortable with her and the insights she offers. Esther’s professional ethics and educational background are reflective of her passion for helping others. In 1989, she graduated from the University of California, Davis, with a BA in Rhetoric Communications and a BA in International Relations. She has achieved professional designations that include Chartered Advisor in Philanthropy (CAP®) and Certification for Long-Term Care (CLTC®). Ms. Aw feels that staying educated and informed is vital to her career, and she finds value in continuing her professional training. Around the time that she graduated from Davis, Esther began her career in financial services via the Kelly Services staffing agency in San Francisco.
What started as a temporary job soon became a permanent position with the Pacific Stock and Options Exchange. She served as an internal monitor for the Exchange, addressing any wrongdoings or ethical violations with the appropriate authorities. After six years with the stock exchange in San Francisco, Ms. Aw then spent two years working as a regulatory officer for the monetary exchange in Singapore. In 1997, Esther began a long and flourishing career with New York Life, as well becoming the owner of EMA Financial and Insurance Services. Staying true to her passion for philanthropic interests, Esther has been involved with various charitable organizations. She was a board member at BloodSource, a not-for-profit blood center in California. Esther is currently a board member and Co-chair of the Fund Development Committee of the Asian Care Center (ACC) for seniors. She has also been involved with the American Red Cross, Mission of Grace, and Future
Foundation. Ms. Aw enjoys spending time with her husband, traveling, and sampling the foods of different cultures. She is an active member of her church. Esther’s hobbies include cross-stitch, puzzles, reading, and watching action movies when she can find the time.
Cynthia Adae was taken to Clinton Memorial Hospital on June 28, 2006. She was taken to the hospital with back and chest pain. A doctor concluded that she was at high risk for acute coronary syndrome. She was transferred to the Clinton Memorial hospital emergency room. She reported to have pain for two or three weeks and that the pain started in her back or her chest. The pain sometimes increased with heavy breathing and sometimes radiated down her left arm. Cynthia said she had a high fever of 103 to 104 degrees. When she was in the emergency room her temperature was 99.3, she had a heart rate of 140, but her blood
Milwaukee teacher Katherine Gonzalez had a twisted way of helping her 11-year-old "chronically depressed" student cheer up.
While coaching and developing her consultants she is providing alternatives for acquiring clientele, completing a skin care class that will result in thousands of dollars in sales, and team building.
Learning from what Dr. Anna Pou had to face with the lawsuits she was dealing with makes me cringe. As Healthcare professionals, having to worry of possibly being sued for believing what is right for the patient or as a whole for the hospitals health is ridiculous. Healthcare professionals like Dr. Pou, have taken the Hippocratic oath, and one of the promises made within that oath is “first, do no harm”. Often time’s society look at courts cases as a battle versus two oppositions, but Dr. Pou’s case it is not. In her statements from national television she states saying her role was to ‘‘help’’ patients ‘‘through their pain,’’.
Baker, J. J. & Baker, R. W. (2014). Health care finance Basic tools for nonfinancial managers (4th ed.). Burlington, MA: Jones & Bartlett Learning
After reading this article, it is apparent that Suze Orman can relate herself to any topic that she is presented with. She is also able to relate to whatever audience is sitting in front of her or reading her books or articles. Her increasing reputable reputation has earned her a spot at the top, “a two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer and one of the top motivational speakers in the world today, Orman is undeniably America's most recognized expert on personal finance” (CNBC). Considering all her awards and accomplishments it is no wonder that Suze Orman has earned her reputation of being a financial guru.
What direction this new step in life will take is unclear at the moment. Kathy would like to join the executive coaching team of Edward Jones to finish out her working years and gain experience in coaching her peers. She laughs as she says, “This scares me to death. I will have to get a Series 7 and a Series 66 Brokers License to serve as a coach to peers. I started out just wanting to complete my degree now I can’t seem to stop!”
Finkler, S. A., Kovner, C. T. & Jones, C. B. (2007). Financial management for nurse
Lisa Hooker Campbell is a member of the JDRF Middle Tennessee Chapter's Board of Directors. She is the daughter of Alice Ingram Hooker, who is the sister of the late E. Bronson Ingram (1931-1995), founder of Ingram Industries, and the niece of E. Bronson's widow Martha Ingram who is one of the country's wealthiest and most philanthropic women. Lisa's daughter Eileen was diagnosed with T1D about seven years ago.
People inherently have the power to solve their own problems and come to their own solutions. Clients are expected to play and active role in their own change by being open to expressing their problems,creating goals and ultimately evaluating their progress. Clients often use stories to explore their problems in preparation for deciding which goals they want to set and subsequently accomplish. Each client has specific issues and life experiences which the goal should reflect. Clients are expected to put great effort into discovering a desire that the client has deep convictions about and will commit to putting in the work it takes to change behaviors that are no longer working in their life. When the client discovers what they want to be changed it can become their goal. The goal needs to be important to the client and not something that someone else wants them to change. When ...
... J. J. & Baker, R. W. (2014). Health care finance: Basic tools for nonfinancial managers (4th ed.). Burlington, MA: Jones & Bartlett Learning
Bettina ensures that she reaches out to all parties involved in client’s life when there are crises. Bettina ensures she speaks with clients workers from HACLA and Brilliant Corners when clients have any issues with their unit or landlord. Bettina handle all problems with a client centered approach. Bettina can work on building rapport with individuals inside of the organization. Bettina has done a great job with partnering with the DWC Psychologist on a few client issues. If Bettina partners more with staff members, she would be able to provide more support to her clients. If Bettina partnered more with internal staff, she would be able to provide more support to her
Before visiting New York and getting thrown into the real world Esther had been very successful academically:
She additionally figured out how to make exits procedures for awful circumstances and how to boost the great ones. Meg Whitman able to control the risks because she had the experiences from her old business and aim to minimize the severity of loses from her business. She always considered the past history in her business .For the example, when she made a mistake in her business, she spend hours and hours to make sure she didn’t happen again. Actually she had a successful career in her business job and having a stable revenue. She took a long time to decide her future in eBay and her job. I think she worried about that she will fail in her new job in eBay by she still takes the risks by managing the
Although Oprah has experienced excruciating periods of her life, she still has proved that anyone can make a difference no matter what his/her background may be. Oprah is living proof that anything is possible, and dreams do come true. Oprah has proved to people everywhere that true joy in life comes from giving to those who are in need. “I define Joy as a sustained sense of well-being and internal piece – a connection to what matters” (Oprah Winfrey).