Overview

This skills workshop is part of our Financial Sector Jobs and Skills Virtual Career Fair happening on 10 - 11 July. Learn more about the fair here. 

Join Mr. Chua Kim Peng on a journey that promises to inspire and transform. The KASHGROWTHTM Financial Professional Series is your gateway to obtaining the necessary resources, perspectives, and expertise for thriving in your financial profession. This program will have a profound influence on your overall development, both personally and professionally.

As part of the series, participants will dive deep into intricate financial principles that are presented in a manner that is both accessible and refined. The ultimate goal is to bridge the gap between theoretical knowledge and real-world application, leading to a radical transformation in the professional practice of numerous financial advisors.

Takeaways:

  • Understand client attraction and client retention strategies that can poise your business for strategic growth
  • Strengthen your Identity as a professional, positively impact your clients’ finances, enhance the knowledge you will be imparting to them.
  • Increase your Influence over your clients lives and inspire them to achieve even more
  • Increase your productivity and align your business’s purposes to your life’s purposes
  • Open up your mind to what you can achieve in your business and your life

Topics Covered:

  • 6 Steps to Client Attraction and Client Retention
  • 4 Keys to attract your ideal clients
  • Client and Practice Management Frameworks and Concepts
  • Discover your Maximum Capacity and Business Potential
Break the ceiling of your Business Potential

 
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Speakers

Hear from our panel of speakers as they share challenges, insights and real life case studies on utilising and leveraging technology, data and networks to address these challenges.

Chua Kim Peng
Chua Kim Peng

Mr. Chua Kim Peng CFP®, CHFC®, FChFP®, CKP®, AEPP®