Transform How You Sell: No More Product Pushing

Key takeaways:

• Difference between product pushing and advisory approach
• 3 important elements in advisory approach
• How to apply and be successful with advisory approach

Speaker Profile:

Nicholas Chu

Founder & Principal of Max Wealth Education Sdn Bhd

Nicholas Chu is a Financial Planning Practitioner and Adviser. He obtained his Financial Planner Representative License from Securities Commission and Financial Adviser License from Bank Negara Malaysia both under Phillip Wealth Planner Sdn Bhd. 

He also a CFP and IFP Certified member. In year 2013, he was a Speaker in AKPK while in 2016, he was invited to speak in SIDC SMART INVEST as well. In 2018, EPF engage  Nicholas as “External Financial Planner” for the project of “Microsite” which cater financial advisory work for nationwide RAS Officer. As a founder of Max Wealth Education Sdn Bhd (CFP Education Provider), under Nicholas leadership, Max Wealth Education now is the one of the biggest CFP education provider in Malaysia serve more than 1000 students.

With his vast experience in financial planning, Nicholas was appointed as a columnist in the financial section of Nan Yang Siang Pau, China Press and SinChew Jit Poh newspapers, Money Compass, Feminine and Branding & Franchise. In addition, he is a frequent guest speaker at the local Radio station such as AiFM, OneFM and he also appears in TV STATION such as NTV 7, Bernama TV, 8TV and Astro.