Financial Planners South East Asia
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Latest Episodes
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 th
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 Finan
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
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 share
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 fro
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 Representatives License (CMSRL) from the Securities Commission of Mal
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 fi
Why sharing your knowledge and expertise freely works well for Financial Planners with Jovie Lim
In this podcast were 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 ana
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 fina
Why having mentors and advisers works well for financial planners with Rey Tacder
Today were with Rey Tacder, a Financial Consultant / Equities and Securities Salesman / Private Stock Market Trader from Cebu, Philippines. Rey and Gwen talk about why its beneficial for Financial A