Financial Planners South East Asia

How perception affects Financial Planners/Advisers and their clients with Raju KR

In this episode, Gwen chats with Raju KR, a Financial Planner and Founder of Blueprint Group of Companies.

As one of the veterans in the Financial Planning industry in Malaysia and a life member of the prestigious Million Dollar Round Table (MDRT) award, Raju is certainly no stranger to the growth and challenges in the Financial advice sector through the years. What he shares that the key to success in this business is 'Perception'. This podcast tackles the ways perception affects not only the success of Financial Planners and Advisers but of their clients as well.

Raju KR LinkedIn: https://www.linkedin.com/in/krraju/
Blueprint Planning website: https://www.bpplanning.com.my

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Choosing the Right Clients for Your Practice with Rajen Devadason

In this episode, Gwen chats with Rajen Devadason, Senior Financial Planner, Columnist, Author, Professional Speaker and CEO of RD WealthCreation.

They talk about Rajen's colourful journey in the Financial Advice industry, how choosing clients early on in his career has helped him build a solid foundation for his business and other topics that Financial Planners (new and seasoned) have been thinking about.

Rajen Devadason Website: http://rajendevadason.com/about
Rajen Devadason LinkedIn: https://www.linkedin.com/in/rajendevadason/

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How to set up a successful partnership with your clients with Idham Idris

In this podcast, Gwen chats with Idham Idris who is a Licensed Financial Planner and Director of Wealth Vantage Advisory in Malaysia.
Since starting in the financial industry in 2003, garnering almost 2 decades of experience and he shares some of his knowledge with Gwen especially around forging successful partnerships with clients in order to help them succeed financially and grow your business at the same time.
 
Idham Idris LinkedIn: https://www.linkedin.com/in/idhamidris/
Wealth Vantage Advisory website: https://www.wealthvantage.com.my/
Book mentioned - Blue Ocean Strategy by Renée Mauborgne and W. Chan Kim
 
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How you can use social media as a Financial Planner with Celine Khor

In this podcast, Gwen chats with Celine Khor, a Licensed Financial Planner who specialises in customising personal financial portfolios based on her client's existing & targeted goals.
Celine shares how she has utilised social media (particularly Tiktok) to reach her ideal clients and at the same time educate people on financial literacy.
 
Celine Khor profile: https://www.coreplusadvisory.com.my/planners/celine-khor-hun-nee
 
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The beauty of being different with CK Goh

In this episode, we have CK Goh, a Licensed Financial Planner and Financial Coach from CorePlus Advisory in Malaysia.

Gwen sits down with CK for a conversation around how he was able to transition from being a scientist (with a Master Degree in Environmental Studies) to becoming a Financial Planner 15 years ago and how his passion for serving his fellow scientists and 'uniqueness' in the Financial Advice field has helped him grow his business for more than a decade.

CK Goh profile: https://www.coreplusadvisory.com.my/planners/goh-chee-keong/

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Different ways financial planners can make an impact with Selina Dang

In this podcast, we have Dr. Selina Dang, a licensed financial planner from Coreplus Advisory who holds a Capital Market Services Representative’s License (CMSRL) from the Securities Commission of Malaysia and is also an FAA Certified Training Professional (FCTP) and a Certified Results Coach. We started the interview by learning how she got into financial advice and how that quest led her to learn better ways to help her clients reach their financial achievements through holistic financial planning.

Selina Dang Profile: https://www.coreplusadvisory.com.my/planners/selina-dang-siew-ping/
Selina Dang LinkedIn: www.linkedin.com/in/selinadang
Selina Dang Facebook: https://www.facebook.com/selinasiewping.dang.1

 
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How to be a more effective manager with Keith Capoy

Today, we have Keith Capoy, a Financial Advice Unit Manager under Blue Pearl 10 from the Philippines.
 
Keith chats with Gwen about what makes a good manager and team leader for the new generation of financial advisers.
 
Keith Capoy LinkedIn: https://www.linkedin.com/in/edward-keith-capoy-a06036181/
Keith Capoy Facebook: https://www.facebook.com/keith.capoy
 
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Why sharing your knowledge and expertise freely works well for Financial Planners with Jovie Lim

In this podcast we’re with Jovie Lim, a financial adviser from Coreplus Advisory, Malaysia who is passionate about helping her clients with their financial objectives and goals by using her strong analytical skills to create a solid financial plan for them.
 
Jovie chats with Gwen about how she’s able to attract clients by sharing her knowledge and expertise freely through seminars, community workshops and guest lectures.
 
Jovie Lim LinkedIn: https://www.linkedin.com/in/jovie-lim-82b93838/
Jovie Lim Facebook: https://www.facebook.com/jovielhp/
 
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How to keep clients for life with Hooi Hooi Lim

In this podcast, Gwen is joined by Hooi Hooi Lim, Young Professional Money & Life Coach, Director and Co-founder of CorePlus Advisory in Malaysia.

With almost two decades of experience in the financial industry, Hooi Hooi has had a tonne of wisdom to share around creating a meaningful and fulfilling career as a financial planner by cultivating a deep relationship with her clients and shares how she’s managed to do this.
 
Hooi Hooi Lim LinkedIn: https://www.linkedin.com/in/lim-hooi-hooi-77883622/
About Hooi Hooi Lim: https://www.limhooihooi.com.my/
Coreplus Advisory Website: https://www.coreplusadvisory.com.my

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Why having mentors and advisers works well for financial planners with Rey Tacder

Today we’re with Rey Tacder, a Financial Consultant / Equities and Securities Salesman / Private Stock Market Trader from Cebu, Philippines. Rey and Gwen talk about why it’s beneficial for Financial Advisers to have mentors, whether you’re new to the business or not and how these mentors affect your personal and professional growth.
 
Rey Tacder LinkedIn: https://www.linkedin.com/in/rey-tacder-42b719129/
Rey Tacder Youtube channel: https://www.youtube.com/channel/UCtSeYxO1m7fIodLh0PxdrDg
 
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