Financial Planners South East Asia

How Financial Planners can maximise Social Media to gain raving fans and long-term clients with Eewen Keah

Today we’re with Eewen Keah, a Licensed Financial Planner from Malaysia.
 
Eewen chats with Gwen about different creative ways Financial Advisers can utilise Social Media provide value to their community and gain ideal clients.
 
Linkedin Profile: https://www.linkedin.com/in/keah-eewen-2a2278117/
Eewen Keah Facebook Profile: https://www.facebook.com/Ewkeah/
Financial Exchange Station Public Facebook Group: https://www.facebook.com/groups/169860956931412
Book mentioned: "Total Money Makeover" by Dave Ramsey
 
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How great public speaking skills can greatly help financial planners with Adelle Toledo

Today we’re with Adelita ‘Adelle’ Toledo, a Financial Adviser at AXA Life based in Cebu, Philippines. She talks with Gwen about her motivations for staying in the industry and the skills she had to develop to become a competent Financial Adviser.
 
Adelita Toledo Profile:  https://www.facebook.com/tatix.nakila
Toastmasters International: https://www.toastmasters.org/

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Utilizing mentorship to accelerate the progress of financial advice with VP Thanga

In this podcast we’re with VP Thanga, an award-winning financial adviser, mentor for other financial planners and Executive Director at Blueprint Planning in Malaysia.
 
VP chats with Gwen about what it takes to become an award-winning financial adviser, how to become a mentor to other financial advisers and so much more.
 
VP Thanga LinkedIn: https://www.linkedin.com/in/financialdoctorvpthanga/
Blueprint Planning Website: http://www.bpplanning.com.my
 
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Why you should become a Certified Wealth Planner with Nalla Deligero-Salcedo

Today we’re with Nalla Deligero-Salcedo a Licensed Financial Adviser and Certified Wealth Planner from Cebu, Philippines. 
 
Nalla chats with Gwen about being a Certified Wealth Planner and how you can offer more services and provide more value to your clients by being one.
 
Nalla Deligero-Salcedo LinkedIn: https://www.linkedin.com/in/nalla-deligero-salcedo-233bb0121/
 
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Financial Planners as coaches and cheerleaders to clients with Vivian Chin Hoi Shin

Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.
 
Today we’re with Vivian Chin Hoi Shin, a Licensed Financial Planner from VKA Wealth Planners Sdn Bhd based in Malaysia. 
 
She chats with Gwen about how her pursuit to provide a better financial management guide has led her to become her client’s number one coach and cheerleader in their personal finance journey.
 
Vivian Chin Hoi Shin LinkedIn: https://www.linkedin.com/in/vivian-chinfp/
 
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Steps you can take to scale your practice with Aquillesa Chan

Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

Today, we have Aquillesa ‘Lisa’ Chan who is a Financial Adviser from AXA Life, Cebu Philippines. After working as an Administrative Assistant for 11 years, she jumped into the Financial Advice industry and never looked back. 6 years later, she’s helped 200+ clients and has travelled the world with company perks she’s received as recognition for her excellence born from great work ethic and the passion to help Filipinos get started in their financial independence journey.

Aquillesa Chan LinkedIn: https://www.linkedin.com/in/aquillesa-chan-725b109b/

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3 Ways you can provide value for full-time employees with Woon Bing Fong

Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.
 
Today we’re with Woon Bing Fong, a Financial Planner from Kuala Lumpur, Malaysia. Woon Bing helps full-time employees with managing their finances to help them free up time and headspace to further their career and/or taking care of their family.
 
Woon Bing Fong LinkedIn: https://www.linkedin.com/in/fong-woon-bing-6738ab5a
Woon Bing Fong Facebook: https://www.facebook.com/ahbingbing
 
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Finding your own footing in the Financial Advice industry with Jillian Vestil

Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.
 
Today we’re with Jillian Vestil from Cebu Philippines. She is a Financial Advisor and Certified Health and Investment Specialist of AXA Philippines.

Jill chats with Gwen about coming into the Financial Advice industry at a young age and how mentorship, self-development and continuous innovation has helped her become a successful Financial Adviser today.

Jillian Vestil LinkedIn: https://www.linkedin.com/in/jillian-vestil-investment-and-health-specialist-624273129/
First Fruits Financial: https://www.facebook.com/1stFruitsFinancial

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Why The Art of Pivoting is Crucial in the Financial Advice Industry with Kevin Neoh

Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

We’re with Kevin Neoh, award-winning financial adviser and Practice Director of VKA Wealth Planner based in Kuala Lumpur, Malaysia.

Kevin chats with Gwen about the exponential power of Financial Advice, being a Life-centered Financial Planner and his numerous pivots in life that have helped him become one of the best Financial Advisers in Malaysia.

Kevin Neoh LinkedIn: https://www.linkedin.com/in/kevinkmneoh/
Nextgen Money Coach Blog - https://www.kevinneoh.my/blog
Your Money, Your Life podcast - https://www.kevinneoh.my/podcast

Other resources:
Life-centered Planners: https://www.linkedin.com/company/life-centered-planners/
Book mentioned: “Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued" by Mitch Anthony and Paul Armson

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Why Millennials Are a Great Client Niche for Financial Advisers with Hannah Kay Montelibano-Abadia

Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

Today we’re with Hannah who is a Financial Adviser at AIA Philam Life and at the same time an Investment Property Consultant from Bachelor's Realty & Brokerage, Inc.

Hannah talks about getting into the real estate industry and financial advice industry at a young age as a side hustle and later on merging the two together to form a great structure for her (and her husband’s business) Cebu Financial Coach Duo.

Hannah Kay Montelibano LinkedIn: https://www.linkedin.com/in/hannah-kay-montelibano-cfmp-78310171/

Cebu Financial Coach Duo: https://www.facebook.com/CebuFinancialCoachDuo

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