Financial Planners South East Asia

How to create a seamless client takeover with Raymond Chan

In this episode, Gwen chats with Raymond Chan. He is a Licensed Financial Planner and Business Development Manager of VKA Wealth Planners based in Kuala Lumpur, Malaysia

Raymond shares how he started in the Financial Advice industry as his mother's administrative associate to later acquiring his mother's clients and how they've helped their clients along the process.

Raymond Chan LinkedIn: https://www.linkedin.com/in/chan-chun-lim-raymond-515b9915/
VKA Wealth Planners Website: https://vka.com.my/

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Needs-based advice with Efren Ll. Cruz

In this episode, Gwen chats with Coach Efren Cruz, the Chairman and CEO at Personal Finance Advisers Philippines. He is also a Bestselling Author and a Registered Financial Planner of RFP Philippines specializing in training on financial planning for employees of corporations.

Efren Cruz LinkedIn: https://www.linkedin.com/in/efrenllcruz/
Efren Cruz Facebook: https://www.facebook.com/Efren7962

To get a copy of "Taming the Rebellious You" Contact Coach Efren: (+63) 9175050709

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The Insurance Industry in Singapore with R Kumaran

In this episode, Gwen chat with R Kumaran, an MDRT Coach and CEO of The Insurance Collective based in Singapore.

Kumaran talks about the struggles and opportunities in the Insurance industry in Singapore and how his company, the Insurance Collective, was created to help insurance advisers navigate through these while providing greater value for their clients.

R Kumaran LinkedIn: https://www.linkedin.com/in/r-kumaran-8473a8206/
The Insurance Collective Website: www.theinsurancecollective.com.sg

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The evolution of Financial Planning in Malaysia with Linnet Lee

In this episode, Linnet Lee, CEO of the Financial Planning Association of Malaysia chats with Gwen about the evolution of Financial Planning profession in Malaysia.

Linnet Lee LinkedIn: https://www.linkedin.com/in/linnet-lee-77779627/

Financial Planning Association of Malaysia
website: https://www.fpam.org.my/

Financial Literacy Podcast at PodCat with Linnet Lee: https://www.youtube.com/watch?v=UCIfyo0wcrE

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Free and Paid Services of Financial Planners with Kevin Neoh

"Not everything should have to come with a price."

In this episode, Kevin Neoh is back in the podcast with Gwen. Kevin is the Founder and CTO of NextGen Advisors, Practice Director of VKA Wealth Planners and a Certified financial planner from Kuala Lumpur, Malaysia.

He's back to share how he's creating meaning and free content that people are excited about, the free content that he puts out there with his team and how he helps fellow Financial Planners position their value to clients.

The Iceberg post "What Does A Financial Planner Do?" t.ly/IGYm

Money Warriors Community: https://bit.ly/joinmoneywarriors

Kevin Neoh LinkedIn: https://www.linkedin.com/in/kevinkmneoh/
Kevin Neoh FB: https://www.facebook.com/kevinkmneoh

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The value of financial planning for the working middle class with Felix Neoh

In this episode, Gwen chats with Felix Neoh, Director of Finwealth Management in Malaysia.

Felix discusses the misconceptions of the working middle class around financial planning, the steps Financial Planners can take to address these misconceptions and the value they can provide to middle-class consumers at every life stage.

Felix Neoh LinkedIn: https://www.linkedin.com/in/felix-neoh-91b3817/
Finwealth FB page: https://www.facebook.com/finwealthmanagement
Finwealth website: https://www.finwealth.com.my/

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Let‘s talk investing and trading with Geremy Dale Jamir

In this episode, Gwen chats with Geremy Dale Jamir, a Financial Adviser from Sun Life Philippines with a background in Trading.

Dale talks about the lessons he has learned in his decade-long journey into stock investing and trading and how he's able to use that knowledge to help his clients make better investment decisions as a Financial Adviser.

Geremy Dale Jamir Facebook: https://www.facebook.com/geremydale.jamir

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Tax planning and other value proposition Financial Planners can offer with KP Bose Dasan

In this episode, Gwen chats with Bose Dasan K Palasingam (KP Bose Dasan), Tax and Financial Planning Guru and one of the pioneers for Financial Planning education in Malaysia.

Bose talks about the value proposition trifecta that Financial Planners can offer their clients and so much more.

KP Bose Dasan LinkedIn: https://www.linkedin.com/in/kp-bose-dasan-66a98839/

Reach out to Bose at kpbose@gmail.com

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Purpose-driven advice with Jay Adrian Tolentino

In this episode, Gwen is with Jay Adrian Tolentino aka The Purpose Driven Adviser aka Kuya Jay. He is an Independent Financial Coach to Overseas Filipinos based in Dubai, UAE and hosts the Pera and Purpose podcast.

Jay talks about his Financial Advice journey in Dubai 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/

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How to connect with clients during this pandemic through technology with Rey Christian Jaca

In this episode, we have a returning guest, Rey Christian Jaca, a Financial adviser from the Philippines.

He's back to chat with Gwen about how he's innovating his customer service by leveraging technology to connect to his clients during the pandemic, provide value and grow his business.

Tech mentioned:
Wondershare Demo Creator
Youtube
Google Sites
Google Forms

Rey Christian Jaca LinkedIn: https://www.linkedin.com/in/rey-christian-jaca-8312251a8/
Rey Christian Jaca Page: https://www.fb.com/reychristianjaca
Rey Christian Jaca Email: reyjacachris2@gmail.com

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