Financial Planners South East Asia

Becoming an Effective Unit Manager in the Insurance Advice industry with Kristoffer Jun ”Toffee” Yurong

In this episode, Gwen chats with Kristoffer Jun "Toffee" Yurong who is a Senior Unit Manager AXA Philippines and a 2022 GAMA Global FLA Bronze awardee.

Toffee shares how he became an effective Senior Unit Manager to a thriving team of 35 Financial Advisers, how he earned his GAMA qualifications 3 years in a row and his advice for aspiring Unit Managers in the Financial Advice/Insurance industry in the Philippines.

Kristoffer Jun "Toffee" Yurong LinkedIn: https://www.linkedin.com/in/toffeeyurong/

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How Financial Advocates can demystify misconceptions about stock investing with Francis Louigi Pardillo Canizares

In this episode, we have Francis Louigi Canizares, a Registered Financial Consultant and a full-time trader in the Philippine Stock Market.

Francis shares the top 3 misconceptions he has heard from clients about stock investing and how, as a specialist, to address these misconceptions. He's also cited several credible resources Filipino Financial Advisers can check on a regular basis to make sure they're up-to-date with the latest financial news:
SEC Philippines website (advisories) https://www.sec.gov.ph/investors-education-and-information/advisories/
PSE Disclosures https://edge.pse.com.ph/

Francis Louigi Canizares LinkedIn: https://www.linkedin.com/in/francislouigicanizares/  
Francis Louigi Canizares Email: canizaresfrancis@gmail.com

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The role of Financial Consultants with Grace Escobar

In this episode, we have Grace Escobar, Executive Vice President of International Association of Registered Financial Consultants or IARFC, Philippine Chapter.

She chats with Gwen about the role of Financial Consultants, how they help their Filipino clients and the future of the industry.

Grace Escobar LinkedIn: https://www.linkedin.com/in/grace-de-vera-escobar-7692682a/
Email: G.Escobar@iarfc.org
Contact number: +63 917-576-9207

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What a Financial Coach can offer clients with Jay Adrian Tolentino

In this episode, Jay Adrian Tolentino is back to talk about what he, as a Financial Coach, offers his clients. Jay Adrian 'Kuya Jay' Tolentino is The Purpose Driven Adviser - an Independent Financial Coach to Overseas Filipinos based in Dubai, UAE. He is also the host of Pera and Purpose podcast

Jay talks about his journey in Financial Advice and becoming a purpose-driven adviser.

Pera and Purpose podcast: https://open.spotify.com/show/34a28H6MAyONeyqfCU2Aoh?si=beb3e07705784b8e
Purpose Driven Finance Facebook: https://www.fb.com/PurposeDrivenFinance

Jay Adrian Tolentino LinkedIn: https://www.linkedin.com/in/jayadriantolentino
Jay Adrian Tolentino Website: http://www.jayadriantolentino.com/

Book Recommendation: Unshakeable by Tony Robbins

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A Younger Financial Adviser for Parents with Rey Manigos

In this episode, we have Rey Manigos, a Financial Adviser from Sunlife based in the Philippines.

Rey shares how she started in the industry and how her story has brought her to serve mostly parents as her client base.

Rey Manigos Facebook: https://www.facebook.com/rey.manigos

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Creating LinkedIn posts to cultivate engagement and client conversion with Vivian Chin Hoi Shin

In this episode, Vivian Chin returns to the show to talk about her social media journey and how she's able to craft great, engaging posts that have helped her business grow by at least 80%.

Vivian Chin is a Licensed Financial Planner from VKA Wealth Planners based in Malaysia. She's been in the financial industry for almost a decade.

Vivian Chin Hoi Shin LinkedIn: https://www.linkedin.com/in/vivian-chinfp

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Building lasting client relationships in Financial Advice with Emily Blanch

In this episode, we have Emily Blanch, Head of Community at XY Adviser.

Em is an absolute legend when it comes to human connection and building relationships. She shares with Gwen how her experiences in Financial Advice and Hospitality industry has helped her figure out how to provide absolute value for clients so they become raving fans for life.

Emily Blanch XY: https://www1.xyadviser.com/members/2191186
Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/

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The complexities of Expat financial advice and why this should be your niche with Joel Kerin

In this episode, Gwen chats with Joel Kerin, a Senior Financial Adviser for Australians and Australian Expats at Ally Wealth Management.

Joel chats about his experience being an Expat Adviser and what drew him to this niche. Expat advice can become complex, especially with Joel's case where his clients live in different parts of the world. So, though it isn't for everyone, it's certainly an interesting niche and one that's certainly worth looking into, and Joel shares why and how you can become an Expat Adviser.

Joel Kerin LinkedIn: https://www.linkedin.com/in/joelkerin/
Ally Wealth Management: https://allywealth.com.au/

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Financial Adviser for ex-pats with Jarrad Brown

In this episode, Gwen chats with Jarrad Brown, a Fee-based Financial Planner at Australian Expatriate Group - a specialist division of Global Financial Consultants based in Singapore.

Jarrad talks about his experience as a Financial Adviser for Australian ex-pats in Singapore, the challenges one might face when providing advice to ex-pats and how he has dealt with cultural and government regulation differences.

Jarrad Brown LinkedIn: https://www.linkedin.com/in/jarradcbrown/
Jarrad Brown Website: https://singapore.feebasedfinancialadvice.com/
Jarrad Brown Youtube: https://www.youtube.com/c/JarradBrownAustralianExpatFinance

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Starting your Financial Planning Business: what to do and where to find support with Clayton Daniel

In this episode, we have Clayton Daniel who is a former Financial Adviser, author and Managing Director at XY Adviser.

He chats with Gwen about Financial Advice in Australia, the role of XY Adviser in the Financial Advice community and how to start your very own financial planning practice.

Clayton Daniel XY: https://www1.xyadviser.com/members/2189000
Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1/

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