IFPAS Best Practice Sharing Session: Journey to Success: A Financial Consultant’s Tale by Clorine Teo

Session Synopsis

Join us for an inspiring workshop as we delve into the remarkable 13-year journey of Clorine, a Master Financial Consultant. Through ups and downs, challenges and triumphs, Clorine’s story is a testament to perseverance, resilience, and the unwavering pursuit of success.

In this session, Clorine will share her personal experiences of starting as a struggling provider for her family, navigating through uncertainties, and ultimately achieving prestigious milestones like MDRT (Million Dollar Round Table) and COT (Court of the Table). Participants will have the opportunity to learn from Clorine’s journey, gain insights in the way her business grows, and discover the driving forces that kept her going throughout her career.

Whether you are a seasoned financial consultant, an aspiring professional in the industry, or simply seeking inspiration for your own journey to success, this workshop promises to be a transformative experience filled with valuable insights and practical wisdom.

Join us as we uncover the keys to Clorine’s success and unlock the potential within you to reach new heights in your financial consulting career.

Learning Objectives

  • Overcoming challenges through the different crises
  • Finding motivation and purpose in your career
  • Leveraging on your strengths
  • Finding your WHY

Session Outline

  1. Her Claims Experiences
  2. Doubling up her case size without HNW network
  3. Challenges Faced by Financial Practitioners
  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

Clorine Teo
Master Financial Service Consultant
MDRT, Court of the Table
MDRT Ambassador
Senior Personal Wealth Manager

Clorine Teo is a young and vibrant insurance professional with a proven track record of excellence in the industry. With over 13 years of experience, Clorine has achieved significant milestones including multiple MDRT qualifications, COT status, and recognition as a Master FSC. Her expertise in wealth management and commitment to excellence have earned her prestigious accolades such as Centurion status and membership in the Prestige Club.

Having mentored by industry legends and great teachers, Clorine believes in paying it forward, which nurtured her dedication to sharing her insights and knowledge with others in the industry. Her passion for speaking has inspired and motivated audiences worldwide. Clorine’s passion for helping clients achieve their financial goals and her commitment to professional development make her a respected leader in the insurance community.

With a reputation for excellence, love and passion for people, Clorine Teo continues to make significant impacts in the insurance industry and an inspiration for others to aspire to.

Terms & Conditions:

  1. Registration closes on 18 July 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.

 

Registration link:
https://docs.google.com/forms/d/e/1FAIpQLSchNnRN1DDCuPfKQHtSvdx_ARnc4yTLLT6zR2x3lPEYpcGTEQ/viewform

For Inquiries

Call us at 6535 1221, or fill up the form below: