IFPAS WS: Relationship Building is a Piece of Cake — Through the Enneagram by Cindy Leong

In the financial advisory world, strong relationships are key to long-term success. This engaging session introduces the Enneagram, a powerful personality framework to help financial advisors understand themselves and their clients better. Learn how to recognise personality patterns, improve communication, and build lasting trust with different client types.

Workshop Learning Objectives
1. Understand the fundamentals of the Enneagram personality system
2. Recognise their own communication style and blind spots
3. Identify common personality patterns in clients and stakeholders
4. Learn how to tailor communication and relationship-building approaches
5. Gain insights into emotional triggers and how to manage them in high-pressure situations

Workshop Outline
1. Setting of Safe Learning Environment & Ethical Use of the Enneagram
2. Introduction to the Fundamentals of Enneagram & Why it Matters in Client-facing Industry
3. Understanding Yourself & Your Clients
4. Real-World Application for Financial Advisors
5. Q&A session

Target Audience
Financial advisor representatives and practitioners who want to deepen their understanding of personality dynamics to enhance relationship-building with clients and stakeholders. Suitable for those looking to improve client trust, communication, and retention by applying a self-awareness-based framework to better navigate diverse client personalities and emotional decision-making patterns.

SPEAKER’S PROFILE

Cindy Leong is a highly sought-after Enneagram Personality Coach and Corporate Trainer who helps people make sense of their professional and personal relationships. She founded The Enneagram Academy — the first International Enneagram Association (IEA) Accredited Training School in Southeast Asia, as well as Relationship Studio and Divine Connect.
Cindy currently leads a team of 12 in Singapore and Malaysia. The team has organised the Singapore Enneagram Conference, a 180 pax International Conference, in both 2023 and 2025.
Apart from being an Accredited Professional with the IEA, Cindy is an Associate Certified Coach (ACC) with the International Coach Federation (ICF) and a member of Singapore Psychological Society (SPS). She has worked with the financial services industry for the last 11 years and is a personal mentor and coach to many COT, TOT Achievers and Top Directors.
Cindy is effectively bilingual. To date, she has impacted more than 20,000 lives. She is also frequently featured in magazines and radio stations in Singapore and was also the Resident Love Expert of MediaCorp Class 95 FM and Bumble.

Author & International Speaker
Entrepreneur, leading a team of 12 in Singapore and Malaysia
Psychology and Business Trained
Effectively Bilingual
Trained directly by Claudio Naranjo, Ginger Lapid Bogda, Peter O’haranhan