IFPAS Workshop: HNW Prospecting- Staying Top of Mind & Winning CXO Clients By Jaslyn Ng

Session Synopsis

In today’s saturated market, CXOs and High-Net-Worth (HNW) individuals are bombarded with financial consultants pitching “solutions.” The real question is: Why should they think of you first?

In this power-packed 2 hour session, we unpack the art and science of being “top of mind” with CXO clients by without cold spamming, desperate chasing, or outdated tactics.

You’ll learn how to position yourself not just as an consultant, but as a trusted strategist, and the obvious Top of Mind go-to in their inner circle both online and offline.

Workshop Learning Objectives

• Confidently develop strategic personal branding and positioning to stand out and stay top of mind with affluent clients.⁠
• Implement a practical strategy to attract and become a trusted financial consultant in the eyes of CXOs and HNWIs.
• Demonstrate increased confidence in their ability to grow influence and inbound interest organically.

Workshop Outline

• Understand the mindset of CXOs and HNWs—their decision-making process, trust triggers, and what differentiates a strategic financial consultant from a typical one.
• Develop positioning strategies that build top-of-mind awareness and long-term relevance in both digital and real-world interactions.
• Master trust-building techniques to attract elite clients without cold outreach or pushy sales tactics.

Who will this benefit?

Financial representatives and practitioners who are looking to elevate their prospecting strategies with high-net-worth individuals (HNWIs) and C-suite executives (CXOs). This session is ideal for those who want to strengthen their personal branding, stay top of mind with affluent clients, and position themselves as trusted consultants to decision-makers. Whether you are looking to build stronger client relationships, expand your influence in executive circles, or differentiate yourself in a competitive market, this session will equip you with practical insights and positioning strategies.

Speaker’s Profile 

Jaslyn Ng
Financial Services Director
Prudential Singapore

At the age of 33, Jaslyn Ng did a mid-career switch in 2017. She walked away from her Global HR Director role (SGD 250K pa) to start all over again as a Financial Consultant.

Today Jaslyn Ng is not just a Financial Services Director but is concurrently a 8th-time MDRT member with 3x TOT and 6x COT qualifications.

Within 8 years, Jaslyn now takes care of more than 700 clients. Out of which more than 400 are Senior Corporate Leaders and C-Suite clients. She brings with her practical strategies and hands-on experience to be the Top of Mind Financial Consultant in Singapore.

Over the years Jaslyn swept multiple awards, including Asia Trusted Life Agent & Advisers Award Insurance Agent of the Year 2024 and the Winner of the Digital Agent/Leader in Year 2022.

In 2023, Jaslyn was awarded the Elite Women of the Year under the Insurance Business Asia.

Jaslyn is a highly sought-after speaker, having spoken on more than 90 occasions on international, regional and local platforms sharing her experience with fellow practitioners.

In 2024, Jaslyn was awarded the Linkedin Top Voice which is an invitation-only program featuring a global group of experts sharing thought leadership posts across the professional world.

On a personal side, Jaslyn is a single mum to two children. She practises yoga every day.

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Terms & Conditions:

1. Registration closes on 30 July 2025 (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.