Drive Value Associates
Built for leadersby invitation.
A selective circle of financial advisors, shaped by shared values and experience.Founded by Sharon Cheang.
A selective circle of financial advisors.
They meet for long-term development rather than to trade referrals, and they stay in their own practices.
Networking groups meet to exchange referrals. This one meets for long-term development, working relationships and collaborative success, and the difference shows up in what members are asked to give rather than in what they are offered.
What members share is the aim, not an employer. It is also why the circle stays small, and why a place in it is offered rather than applied for.
Purpose
Why the circle exists
To build a community of exceptional financial advisors who lead with integrity and grow with purpose. These are the 4 things it is organised around.
Learning
Progress is discussed openly, including the parts that are not working.
Leadership
Advisors developed into people others choose to follow.
Real value
Advice measured by what it does for the client, not by what it produces.
Impact
A profession left in better standing than the circle found it.
What members develop
The work of the circle
Leadership
The mindset, confidence and practical skill to influence teams, guide others and lead with purpose in business and outside it.
Communication
Interpersonal communication, client engagement, negotiation, presentation and relationship building.
Personal branding
A credible, authentic professional identity that reflects your values, expertise and long-term aspirations.
Financial literacy
Deeper understanding of financial planning, wealth management, industry movement and responsible advisory practice.
Mentorship
Ongoing coaching and knowledge sharing from experienced leaders, drawn from real business experience rather than theory.
Public speaking
Structured opportunities to present, facilitate discussion and communicate ideas with confidence.
Across the year
The shape of a year in the circle
What tells you most about the commitment is how often each one comes round.
Selection
Slow, on purpose
There is no application form, and there is no cohort. A place opens when the fit is right and not before.
A conversation
Usually because a member has suggested it, or because you asked. Nothing is decided at this stage.
A personal interview with Sharon
Every member is interviewed and selected by Sharon herself, to make sure the alignment is genuine rather than assumed.
An invitation
Extended when the standard is clearly shared. Some conversations end here, and that is a reasonable outcome for both sides.
The standard
What members hold each other to
Values that hold up when nobody is checking
Ethics before opportunity, in every recommendation
Professionalism: licensing, disclosure and continued learning
A long-term view of a client relationship, and of a career
Questions
About membership
Not in the usual sense. Membership is by invitation, and every member is personally interviewed by Sharon before joining. You are welcome to ask about it, and that conversation is where it would start.
No. Members remain in their own practices. DVA exists to raise the standard of the profession, not to move people between agencies.
A monthly Growth Circle, plus workshops, forums and community projects across the year. It is a real commitment of time, which is part of why the circle stays small.
Discover DVA
If this sounds like the room you have been looking for
Membership is by invitation, but a conversation is not. Tell us a little about your practice and we will take it from there.