IFPAS Best Practice Session : Framework & Thought Process to level up your Advisory By Roy Ng

Session Synopsis

In today’s world, clients are becoming increasingly savvy and well-informed, with information readily available at their fingertips. So, how can you stand out in such a competitive landscape?

Roy will be sharing his insights on effective case preparation and crafting strategic questions to maximize success during client appointments. He will also introduce the DOME framework—a proven approach that has helped his mentees consistently achieve their desired outcomes.

Workshop Learning Objectives

1. Advisors learn how to apply the DOME framework to craft effective strategies
2. Master the key preparations to make before every appointment to ensure greater success
3. How to “Achieve more with Less”

Workshop Outline

• How to Leverage the ‘DOME’ Framework for Strategic Success
• How to Influence and Gain Client Confidence
• Behind the Scenes: Crafting Success Before Client Meetings
• Mastering the Art of Asking Deep Questions

Who will this benefit?

Financial Advisor representatives and Practitioners who are willing to learn soft skills and thought process on refining your advisory practice.

Speaker’s Profile 

Roy Ng
IBFA, CIAM, GE Associate Trainer, Enneagram L2 Certified

Roy joined Great Eastern Life in 2010. For more than a decade, Roy has coached numerous advisors to achieve more than 100% year-on-year growth in production. Abiding by his motto “when you teach, you learn twice” he has taken up the role of associate trainer in GE since 2021 to impart valuable skills & knowledge with the intention to give back & raise the standard of the industry one step a time. He also walks the talk by constantly upgrading himself on knowledge and skillsets that he feels passionate about, Enneagram, Coaching, SPIN Selling.

Roy attained his directorship at just 29, making him one of the youngest in GE to reach this rank. Throughout his career, he has consistently qualified for prestigious accolades such as the Million Dollar Round Table and the International Dragon Award. Roy believes that financial planning should be tailor made to every individual, by focusing on developing skillset to improve his advisory process. From the young to the old, he takes time to understand the needs and concerns of his clients. Roy strongly believes in deepening his skillset in active listening & effective questioning to identify and engage in deeper conversations to develop solutions that are in line with client’s best interest.

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Terms & Conditions:

1. Registration closes on 08 May 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.