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FPAM President
Executive Chairman, Securities Commission Malaysia
Annually between 200-300 licensed financial planners participate in #FinPlan4U organized by InvestSmart Fest. This event showcases the services of financial planners to the public and at the same time, provides visibility of financial planners.
This 2-part session gives participants an insight into effective next-steps post consultation to follow-up with prospects.
Learn the know-how to coach clients to meet their financial goals and implementation of the plan which includes coaching on how to plan, methodology and tools to be used for a financial plan. You will acquire skills in this session on how to manage a client’s portfolio and help them achieve their financial goals.
By Raju K. Ramasamy @ KR Raju
Founder & Advisory Board {Blueprint Planning)
How to coach a prospect from engagement to implementation by improving a client’s well-being that requires more than providing a financial plan? This session aims to bring awareness on adapting to different clients by understanding what drives human behavior and appreciate what motivates people to commit to a path that leads to long term success. The session will also teach you how to create an open, supportive environment where clients can feel comfortable having the kind of challenging financial conversations that are often necessary to spark positive change.
By Bryan Zeng
CFP CERT TM
CEO {FA Advisory Sdn Bhd}
This is a 3-part session where participants can learn the art of prospecting, networking and turning prospects into clients.
First impression matters and what happens next to catch and retain the interest; how to convince the client to work with you and maintain interest to move to the next phase, onboarding.
By Agus Hely Setyono, CFP®, IFP®
Founder of LINTAR Financial - Bali
Member of FPAI (Financial Planner Association Indonesia)
Explaining on the power of being an active listener and asking question that probe deeper to uncover the needs and wants that even the client might not be aware of. To orchestrate a successful initial meeting making the newcomer feel comfortable and asking proper questions and knowing the type of person you are dealing with
By Eunice Chan
Senior Executive Vice President,
Head, Retail Wealth Management & Segment Group Wealth Management Community Financial Services
(Malayan Banking Berhad)
To ensure you leverage on reporting technology and a client portal that gives clients the visibility they need to have peace of mind. How to make an engagement smoother to secure the clientele and leveraging on CRM to improve client relationship. Conversational skills to close the engagement.
By Dr Selina SP Dang
DBA, CFP CERT TM
Licensed Financial Planner
(Coreplus Advisory Sdn Bhd)
By Kaleon Leong Rahan
CFP CERT TM
Chief Executive Officer
Federation of Investment Managers Malaysia (FIMM)
Knowing how to dress strategically and picking the right outfit and color to bring out your professional image is an important expectation in your planning. Another important skill is online meeting etiquette brought on by the pandemic as such meetings increases. Key takeaways for these sessions are:
By Ranukka Singham
Founder | Managing Director
Certified International Image Consultant
Certified Behavioral Consultant
Image Revamp Consultancy
