Session Synopsis
Join us for an inspiring workshop with Janice as she shares her 21-year journey of building a thriving business and team. Through real-world experiences and valuable lessons, she has learned how to create a meaningful impact on the people she meets.
In this session, Janice will reveal how her passion for holistic financial planning has helped her cultivate strong client relationships, leading to a steady flow of referrals and repeat business. Gain practical insights on building trust, fostering lasting connections, and growing a sustainable practice.
Learning Objectives
- Discover how dedication and perseverance lead to success.
- Identify your unique strengths and leverage them for growth.
- Cultivate strong client relationships that naturally generate referrals.
Session Outline
- The MDRT Journey: Why pursue MDRT after 15 years?
- Building a Work System: Align your strengths with an effective workflow.
- Attracting Referrals: Proven strategies to encourage client recommendations.
- Q&A Session: Get your questions answered and gain deeper insights.
Who will this benefit?
Financial Advisor representatives and Practitioners who are willing to learn new grounds of soft skills knowledge and like to make a difference and impact to others
Speakers’ Profile
Janice Tan Siew Hwee
Associate Director
B.A., ChFC, IBFA(level 3), CPBL1
“Strive not to be a success, but rather to be of value.” — Albert Einstein
Janice believes that when we focus on doing things right, the right results will follow.
She began her career in 2003 and transitioned into management five years later. Along the way, she has earned five MDRT qualifications, achieved 1st Runner-up for Top New Associate Director, and now leads a thriving MDRT agency.
Driven by her passion for holistic financial planning, Janice is dedicated to building meaningful relationships and delivering lasting value to both her clients and her team. Beyond her professional achievements, she prioritizes a healthy work-life balance while fostering a supportive and driven environment for her team’s growth.
Terms & Conditions:
- Registration closes on 24 February 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.
- 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.
- Registration should be submitted via Google Form. Direct registration via the zoom link will strictly not be entertained.
- Seats are limited for Face-to-Face (FTF) option. IFPAS will inform the participant if the registration is successful for zoom or FTF.
