Percy Chong
Financial Advisory Sales and Agency Development Expert
More than 25 years of experience in sales, sales management, and financial advisory training
Speaking Topics
Establishing Trusted Relationship through Consultative Financial Planning Process
Sales, Marketing and Customer ExperienceSynopsis
Trust has become the most critical currency in financial advisory today, yet many client relationships remain transactional and fragile. Clients are better informed, more cautious, and less willing to commit without confidence in both the advisor and the process. This session addresses that gap by equipping consultants with a consultative financial planning framework that uncovers true client motivations, aligns solutions to real priorities, and supports clients through informed decision-making. By mastering professional credentialising, structured discovery, and trust-oriented account management, advisors move beyond product conversations into long-term partnerships that enhance client wellbeing while strengthening advisory sustainability.
Target Audience
Financial Consultants seeking to transition from transactional selling to consultative, trust-driven advisory. Advisors who want to strengthen client relationships, improve solution adoption, and increase long-term client retention.
Key Benefits
Trust drives advisory success: Participants realize sustainable advisory success comes from consultative relationships, ethical positioning, and aligning solutions with genuine client motivations rather than transactional selling behaviors. Confidence in client conversations: Advisors feel more assured navigating discovery, decision-making, and reviews because they operate from a clear, professional, and trust-based framework. Adopt consultative planning consistently: Participants implement structured discovery, client readiness checks, ethical solution framing, and regular reviews to deepen relationships and improve long-term outcomes.
Outline
Building a Client-Centric Financial Advisory Practice
Sales, Marketing and Customer ExperienceSynopsis
Clients today are more informed, selective, and value-driven than ever before. Advisory success is no longer defined by product knowledge alone, but by how clearly advisors understand markets, position their value, and communicate relevance to client needs. Many advisors struggle not because they lack expertise, but because their approach remains advisor-centric instead of client-centric. This session addresses that gap by introducing proven strategic planning models, communication frameworks, and operational methods that align advisory services with client expectations. Participants will learn how to research their market, clarify their brand, communicate value effectively, and apply structured engagement techniques to build credibility, manage concerns, and establish long-term client-advisor relationships.
Target Audience
Financial advisors seeking to transition from transactional selling to relationship-based advisory practices. Advisors aiming to strengthen credibility, client engagement, and long-term retention through professional positioning.
Key Benefits
Client-centric thinking drives sustainable advisory success: Participants realize that long-term growth comes from aligning services to client needs, expectations, and interests rather than pushing solutions or relying on transactional approaches. Increased confidence in professional positioning and communication: Participants feel more assured when engaging clients, managing concerns, and articulating value clearly, reducing uncertainty and hesitation during advisory conversations. Apply structured planning, communication, and engagement techniques: Participants begin implementing strategic planning models, professional scripts, and client-focused operational methods into their daily advisory practice.
Outline
About
Percy Chong is the Principal Trainer at Asian Sales Guru and a respected sales and financial planning trainer with over 25 years of industry experience. A Certified Financial Planner, Percy is known for blending technical expertise with a high-touch approach that makes financial planning accessible and engaging. He has trained and coached advisors from their entry into the industry through to achieving professional designations and building successful teams. Percy has held senior training and service quality roles with leading institutions including NTUC Income and CIMB Securities, where he oversaw large-scale consultant development. Beyond structured training, he is recognised for his personalised coaching and solution-focused approach, supporting advisors who require deeper guidance. Today, Percy continues to work with organisations such as AIA and Prudential, delivering practical, results-driven training that elevates advisory professionalism.
Unique Selling Point
High Touch Sales Mastery – Percy simplifies complex financial planning concepts using a high-touch, human-centric selling approach. His training helps advisors communicate value clearly, build trust, and convert technical knowledge into meaningful client conversations.
End To End Advisor Development – Percy trains advisors from day one to career pinnacle. His programs support new representatives, guide them toward professional designations, and equip leaders to build sustainable, high-performing teams and agencies.
Practical Industry Grounding – With over 25 years of real sales and management experience, Percy teaches only what works. His sessions are practical, relevant, and immediately applicable in real advisory environments.
Presentations
Video Presentation
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More Videos
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Speaker Information
Experience
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Languages
English