10 episodes

To join a peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

Financial Planners South East Asia XY Media

    • Business

To join a peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

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

    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
     
    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/
     
    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 41 min
    Why you should become a Certified Wealth Planner with Nalla Deligero-Salcedo

    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/
     
    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/
     
    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 32 min
    Financial Planners as coaches and cheerleaders to clients with Vivian Chin Hoi Shin

    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/
     
    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/
     
    General Disclaimer – https://www.xyadviser.com/disclaimer/


     

    • 38 min
    Steps you can take to scale your practice with Aquillesa Chan

    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/


    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/


    General Disclaimer – https://www.xyadviser.com/disclaimer/

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

    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
     
    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/
     
    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 34 min
    Finding your own footing in the Financial Advice industry with Jillian Vestil

    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


    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/


    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 59 min

Top Podcasts In Business