The Excellence in Practice Management

Annual Signature Financial Planning Symposium 2022

Wednesday, 30 Nov 2022, 9.00am – 5.40pm

Connexion Conference & Event Centre – CCEC, Bangsar South City & Zoom Virtual Platform

FPAM 10 CE Points | SIDC 10 CPE Points | FIMM 8 CPD Points | MFPC 7 CPD Hours | LIAM 7.5 CPD Hours | MTA 8 CPD Hours

RM30 Discount for FPAM Members. Please contact FPAM for the Pomo Code

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WHY YOU SHOULD ATTEND

  • More than 5 parties endorsement
  • Inspire by the expert
  • An excellent lineup of speakers
  • Networking opportunities
  • Trade Show & Booths

GET YOUR TICKETS

ONLINE

REGISTRATION

RM180

  • ZOOM VIRTUAL PLATFORM

PHYSICAL

REGISTRATION

RM250

Get Member’s Promo Code for Special Discount

  • OFFLINE REGISTRATION

For Group Booking, please contact FPAM for further details.

Contact Details:

events@fpam.org.my / 03-79549500 / 017-2080735

AGENDA

Please note that the itinerary is subject to change.

08:00

AM

Registration

09:00

AM

Welcome Remark by Emcee

09:05

AM

Opening Address by Mr Paul Low Hong Ceong

FPAM President

09:10

AM

Key Note Address by Dato' Sri Dr. Awang Adek Hussin (Pre-recorded)

Executive Chairman, Securities Commission Malaysia

09:30

AM

AM Break

10:00

AM

Session 1: Financial Coaching to Planning
Leveraging on complimentary 1-to-1 consultations

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.

Coaching

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)

Behavior

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}

12:00

PM

Lunch

01:30

PM

Session 2: Successful Prospecting to Customer Engagement

This is a 3-part session where participants can learn the art of prospecting, networking and turning prospects into clients.

1) The Prospect: Opening Conversations and keeping interest to move to onboarding.

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.

a) Networking – The art of networking
  • Building Trust by being transparent from discussing fee structures and the services being offered. Demonstrate and commit to consistent, high-quality service. With all that was promised, its critically important to consistently meet the obligation and to keep them. Maintaining a consistent communication reaching out to clients on a regular basis even if it’s just to see how they are doing. Beyond knowing their financial goals, take the time to get to know the client in a more intimate level.
  • First Impression by putting yourself in your clients’ shoes and looking at the situation from the perspective of the ideal planner. Describing on how prospects will reflect your attitude, voice and body language. Emphasizing that you only one chance to make a good first impression and how it is important to put a lot of thought into making the best and only one first impression. Educating on how to establish your profile on websites and social media.

By Agus Hely Setyono, CFP®, IFP®
Founder of LINTAR Financial - Bali
Member of FPAI (Financial Planner Association Indonesia)

2) The Onboarding: Asking the right questions, active listening and conducting discussions leading to engagement.

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)

3) The Engagement: How to leverage on company resources to explain the engagement and provide greater access to information.

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)

Moderator

By Kaleon Leong Rahan
CFP CERT TM
Chief Executive Officer
Federation of Investment Managers Malaysia (FIMM)

03:30

PM

PM Break

04:00

PM

Session 3: Dressing for Professional Success

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:

  1. Technical aspect of dressing for male & female, also addressing on personal preference and dressing for different body shapes and types with emphasis on the importance of dressing for success and how does in affect your success.
  2. Protocols for online meetings and the ground rules. This session teaches on how to conduct a successful virtual meeting touching on a suitable software, setting agendas for meeting, adhering to a proper dress code, clearing off the background, turning on the camera and keeping the microphone on mute when inactive.
  3. Dining etiquette aims at imparting with some skills of understanding the purpose of luncheons / dinners and knowing the skills involved in making appropriate conversations. This is also to gain a perspective of table manners and socially desired behaviors in a professional setting and learning the flow of different courses in a meal and a proper use of utensils and glassware.

By Ranukka Singham
Founder | Managing Director
Certified International Image Consultant
Certified Behavioral Consultant
Image Revamp Consultancy

05:30

PM

Closing by CEO of FPAM, Ms. Linnet Lee

05:40

PM

Conclusion of Annual Signature Financial Planning Symposium 2022

SPEAKERS AND MODERATOR

Session 1:

Financial Coaching to Planning

MODERATOR:
ROSHAN KANESEN

KR RAJU

BRYAN ZENG

Session 2:

Successful Prospecting to Customer Engagement

MODERATOR:
DENNIS LOONG

AGUS HELLY

EUNICE CHAN

DR. SELINA SP DANG

Session 3:

Dressing for Professional Success

RANUKKA SINGHAM

STRATEGIC PARTNER

30TH NOVEMBER, 2022, 9.00AM – 5.40PM

Connexion Conference & Event Centre – CCEC, Bangsar South City & Zoom Virtual Platform

Annual Signature Financial Planning Symposium 2022

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