IFPAS BPS: The 7Ps for Professionals: A Framework for Growth and Impact by Angela Lau

In today’s fast-paced professional landscape, success requires more than technical skills. It is about mindset, positioning, strategy, and growth — both in business and in life. This workshop introduces the 7Ps Framework, a practical and holistic approach designed to help professionals sharpen their edge, build stronger client relationships, and achieve sustainable success.

Workshop Learning Objectives
By the end of the session, participants will walk away with practical tools and actionable strategies to elevate their professional practice and create meaningful impact — not just for their careers, but for the people around them.

Workshop Outline
Through real-world examples and personal stories, participants will explore:
• Psychology – Cultivating the right mindset for resilience and growth.
• Positioning – Standing out with clarity and credibility in your market.
• Prospects – Identifying and engaging the right opportunities.
• Processes – Streamlining workflows for efficiency and consistency.
• Performance – delivering consistent results and measuring progress effectively.
• Professional & Personal Development – Building skills and habits for long-term success.
• Philosophy – Defining the values and principles that guide lasting growth.
The workshop will end with a question-and-answer session.

Target Audience
Financial advisors and practitioners who are willing to acquire new skills and are eager to improve their workflow.

SPEAKER’S PROFILE

Angela is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Court of the Table qualifier with over 12 years of experience. Drawing on her early career as an auditor with Ernst & Young, she runs a referral-based practice serving busy professionals.

A sought-after speaker and mentor, Angela has shared her best practices on the global CFP® platform, guided inspiring advisors toward MDRT-level success, and continues to champion professional and personal development within the financial services industry.

Beyond finance, she is a portrait artist and healthy living advocate, embracing creativity and balance as essential to a fulfilling and sustainable career.
With her unique blend of technical expertise, real-world experience, and a people-first philosophy, Angela inspires audiences to reimagine what it means to succeed as modern professionals.