IFPAS Best Practice Sharing: Building a sustainable business with purpose by Fiona Foo

Session Synopsis 📖

Join us in this workshop and learn more about Fiona’s journey over the past 10 years. A financial consultant for 9 years before she moved into management, come hear from her on how the clarity of her purpose has fuelled her to achieve consistently.

Learn the importance of setting goals defined by yourself and understand a systematic approach to achieving them. Also, learn how to build a sustainable business through active and passive referrals by incorporating it as part of your sales process.

Session Learning Objectives 💻

1. Understand how every effort compounds – Journey from MDRT to COT
2. Recalibrate to find your purpose and your why
3. Learn how to make asking for referrals a part of your sales advisory process

Session Outline🔗

1. How to build consistency in your business
2. Outline and recalibrate your purpose to power towards your goals
3. Practical referral tips
4. Q&A session

Who will this benefit?

Financial Practitioners who are willing to learn new grounds of soft skills knowledge and like to make a difference and impact to others.

Speakers’ Profile

Fiona Foo
Executive Senior Manager
9 year MDRT with 4 COT qualifications

The quote, “The purpose of life is a life of purpose” by author Robert Byrne is one that Fiona holds close to her heart. It is a constant reminder of her greatest fulfilment—making a difference in the lives of the people she cares about through sound financial advisory.

Fiona joined this profession in 2014 and is currently an Executive Senior Manager with more than ten years of experience in holistic needs-based planning. A 9 year MDRT member with 4 COT qualifications – Driven by her passion and conviction on the benefits of prudent financial planning, she has impacted more than 700 lives since 2014. She loves building meaningful, life-long relationships with clients and journeying with them through different phases of their lives. One common feedback she has received from clients is that they can truly see the passion she has for the work that she does through her meticulous planning, which follows a client-first approach.

Terms & Conditions:

1. Registration closes on 16 September 2024 (4.00pm) or when fully subscribed. For enquiries on this workshop, please contact the Education and Training Department at 9615 3650 or email to studentsupport@ifpas.org.sg.
2. Please note that complimentary workshops where fees are waived off for members are applicable to active IFPAS members only, non-transferable and cannot be exchanged for cash. To check your membership status, kindly contact 9623 4326 or email to membership@ifpas.org.sg.
3. Registration should be submitted via Google Form. Direct registration via the zoom link will strictly not be entertained.
4. Seats are limited for Face-to-Face (FTF) option. IFPAS will inform the participant if the registration is successful for zoom or FTF.