XY Media
Financial Planners South East AsiaEpisodes
Episodes of Financial Planners South East Asia
Mark All
Search Episodes...
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 Unit Manager to a thriving team of 35 Financ
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 clients about stock investing and how, as a sp
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 Financial Consultants, how they help their Fil
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 Coach to Overseas Filipinos based in Dubai,
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 her client base.Rey Manigos Facebook: http
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 Chin is a Licensed Financial Planner from VKA W
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 in Financial Advice and Hospitality industry
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 drew him to this niche. Expat advice can be
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 about his experience as a Financial Adviser for
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 the Financial Advice community and how to s
In this episode, Gwen chats with Raymond Chan. He is a Licensed Financial Planner and Business Development Manager of VKA Wealth Planners based in Kuala Lumpur, MalaysiaRaymond shares how he started in the Financial Advice industry as his moth
In this episode, Gwen chats with Coach Efren Cruz, the Chairman and CEO at Personal Finance Advisers Philippines. He is also a Bestselling Author and a Registered Financial Planner of RFP Philippines specializing in training on financial planni
In this episode, Gwen chat with R Kumaran, an MDRT Coach and CEO of The Insurance Collective based in Singapore.Kumaran talks about the struggles and opportunities in the Insurance industry in Singapore and how his company, the Insurance Colle
In this episode, Linnet Lee, CEO of the Financial Planning Association of Malaysia chats with Gwen about the evolution of Financial Planning profession in Malaysia.Linnet Lee LinkedIn: https://www.linkedin.com/in/linnet-lee-77779627/Financial
"Not everything should have to come with a price."In this episode, Kevin Neoh is back in the podcast with Gwen. Kevin is the Founder and CTO of NextGen Advisors, Practice Director of VKA Wealth Planners and a Certified financial planner from K
In this episode, Gwen chats with Felix Neoh, Director of Finwealth Management in Malaysia.Felix discusses the misconceptions of the working middle class around financial planning, the steps Financial Planners can take to address these misconce
In this episode, Gwen chats with Geremy Dale Jamir, a Financial Adviser from Sun Life Philippines with a background in Trading.Dale talks about the lessons he has learned in his decade-long journey into stock investing and trading and how he's
In this episode, Gwen chats with Bose Dasan K Palasingam (KP Bose Dasan), Tax and Financial Planning Guru and one of the pioneers for Financial Planning education in Malaysia.Bose talks about the value proposition trifecta that Financial Plann
In this episode, Gwen is with Jay Adrian Tolentino aka The Purpose Driven Adviser aka Kuya Jay. He is an Independent Financial Coach to Overseas Filipinos based in Dubai, UAE and hosts the Pera and Purpose podcast.Jay talks about his Financial
In this episode, we have a returning guest, Rey Christian Jaca, a Financial adviser from the Philippines.He's back to chat with Gwen about how he's innovating his customer service by leveraging technology to connect to his clients during the p
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 the prestigious Million Dollar Round Table (MD
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 Financial Advice industry, how choosing clients e
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 2 decades of experience and he shares some
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 shares how she has utilised social media (particular
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us