Financial Planners South East Asia

Financial Planners South East Asia


Latest Episodes

Becoming an Effective Unit Manager in the Insurance Advice industry with Kristoffer Jun ”Toffee” Yurong
May 22, 2022

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

How Financial Advocates can demystify misconceptions about stock investing with Francis Louigi Pardillo Canizares
May 08, 2022

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 cl

The role of Financial Consultants with Grace Escobar
April 23, 2022

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 Fi

What a Financial Coach can offer clients with Jay Adrian Tolentino
April 10, 2022

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

A Younger Financial Adviser for Parents with Rey Manigos
March 27, 2022

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

Creating LinkedIn posts to cultivate engagement and client conversion with Vivian Chin Hoi Shin
March 13, 2022

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 Chi

Building lasting client relationships in Financial Advice with Emily Blanch
February 27, 2022

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

The complexities of Expat financial advice and why this should be your niche with Joel Kerin
February 20, 2022

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

Financial Adviser for ex-pats with Jarrad Brown
February 13, 2022

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 abo

Starting your Financial Planning Business: what to do and where to find support with Clayton Daniel
February 06, 2022

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

loaded