Zoom Workshop for Financial Practitioners

Transform your Digital Brand as a Financial Practitioner

26 August 2024, Monday - 27 August 2024, Tuesday 09:30 AM - 05:30 PM Course Fee: $398 SGD Face to Face or Zoom (Seats Available)

What Is The Workshop About?

As we begin the new year in 2024 and in an era of Artificial Intelligence (A.I.), we would like to invite Financial Practitioners, aka self-employed individuals on a journey of self-discovery, as they build and amplify their personal brand online to attract like-minded customers to them!

Over the years, we have build a 5-day curriculum on digital branding for Working Professionals.

Day 1 of the curriculum is about "Transform your Digital Brand", in this case, as a Financial Practitioner, you will gain clarity about "What you do", and "Why you do what you do", and explore different ways to communicate about "Who you are" to your desired audience via digital platforms.

Personal Branding is an investment in yourself. Showing up online, and amplifying your voice in the digital space.

As what Jess Bezos will say: "Personal Branding is what people will say about you when you're not in the room!"

P.S. Our public runs are for Day 1 & 2 curriculums.

We have conducted Digital Branding workshop for Adult Educators, Freelancers and Working Professionals. A big misconception is that "Personal Branding" or "Digital Branding" is only for those who own a business. That's simply not true!

Clients can request for a private run to be conducted over Zoom or Face to Face.
Min. 10 pax, and Max. 15-20 pax.

  • ✅ Mapping out your Personal Branding (Workbook, Hands-on)
  • ✅ 5 Steps to Building Your Personal Brand (Hands-on)
  • ✅ Tips for Creating Engaging Content Online (Hands-on)
  • ✅ Social Media Audit on Instagram to grow your digital brand
  • ✅ Explore the Concept of Integrated Digital Marketing
  • ✅ Wrap up and Q&A

"Your personal brand is a promise to your clients… a promise of quality, consistency, competency, and reliability.”
- Jason Hartman

Day 2, Workshop outline:

Day 2 of the curriculum is about using a Social Media platform to amplify your brand. Social Media audits are also done to bridge gaps and opportunities.
Note: We typically recommend the following social media platforms as a good start - Instagram, LinkedIn or YouTube

Why do we recommend Instagram?

Instagram platform is a low lying fruit for many small business owners and financial advisers, as this social media platform has more than 50% of Singaporeans using it.

As of March 2024, there were 3 256 000 Instagram users in Singapore, which accounted for 50.8% of our entire population. Why do I recommend LinkedIn? In the past 3-4 years, the amount of Singaporeans whom have hopped on the wagon DOUBLED!

There are 4 299 000 Linkedin users in Singapore in March 2024, which accounted for 67.1% of Singapore's entire population.

More than paying attention to the number of users there are in each social media platform, we should pay attention to the (a) relevancy of the platform for your purpose and objectives as a business owner, financial adviser and practitioner, (b) the type of content you share online and (c) how often your audience show up on the platform

Here's a small glimpse into the topic "How to choose the RIGHT Social Media platform for your Business?", 7 min video - Enjoy!

  • ✅ Organic Instagram Marketing Strategy (Hands-on)
  • ✅ Instagram Profile Audit (Hands-on)
  • ✅ Instagram Content Pillar and Ideation Brainstorm (Hands-on)
  • ✅ Paid Instagram Marketing Strategy (Hands-on)
  • ✅ Return on Advertising Ad Spend (ROAS) Activity for Financial Advisers
  • ✅ Wrap up and Q&A

Day 3, Workshop outline:

One big misconception that people have about Personal Branding is that they think about the "Now" instead of the "Future".

Personal Branding is about investing in your own future, the career you want, and about the legacy you would like to leave behind as an individual and a working professional.

  • ✅ Graphics vs Video Content
  • ✅ Pros and Cons of Video Content
  • ✅ Plan, Craft, Record your Elevator Pitch Video (2 min)
  • ✅ Editing your Elevator Pitch on CapCut or ClipChamp (Hands-on)
  • ✅ Wrap up and Q&A

"Brand yourself for the career you want, not the job you have."
- Dan Schawbel

Day 4 & 5, Workshop outline:

Hear what our participants have to say about how our workshop, and how the workshop has benefited them! (Video coming soon!)

This workshop is recommended for 10-15 pax for the best learning experience with an open an inclusive space to share and receive feedback.
Our public runs for this workshop is conducted over Zoom.

This workshop is for:
a) Financial Practitioners who are looking to show up online professionally!
b) Financial Practitioners who would like to differentiate themselves online!
c) Financial Practitioners who would like to prepare themselves for the next disruption

Pre-requisites for ALL participants:
a) Internet enabled laptop
b) Working Email to receive the Zoom Login
c) Desktop Zoom App (not Zoom browser)
d) Chrome/Firefox Browser
e) Good and steady internet connection
f) Working web-camera and mike - to participate in workshop discussion (participants without a working web-cam will be put into the waiting room)

Have you ever wondered how you can differentiate yourself post covid as Financial Advisers?

Watch our condensed 40 min version of our 90 min webinar. To share with you some key information about differentiating yourself as a Financial Adviser.

  • Topic 1: Understanding the Post-Covid Landscape
  • Topic 2: Identifying Your Unique Value Proposition and SWOT
  • Topic 3: Choosing the Right Social Media Platforms
  • Topic 4: Content Strategies for Differentiation
  • Topic 5: Engaging with Your Audience Meaningfully

"Personal branding is the art of becoming knowable, likable and trustable."
- John Jantsch

Trainer Profiles

Charmaine Lee

Lead Trainer

Workshop Schedules


26 August 2024, Monday - 27 August 2024, Tuesday (Seats Available)



Upcoming Schedule(s)

18 November 2024, Monday - 19 November 2024, Tuesday (Seats Available)

16 December 2024, Monday - 17 December 2024, Tuesday (Seats Available)

Register your interest

Our Instructor

Hi, I'm Charmaine Lee.

She is an experienced digital marketing trainer with WSQ ACTA Certification and works with:
• Associate Adult Educator (AAE), an Adult Education Professionalisation (AEP) offered by, and a Trainer with Institute for Adult Learning, Jan 2020 - Present
• Associate Digital Marketing Trainer with Singapore Business Federation, August 2021 till present
• Adjunct Digital Marketing Trainer at Aventis Learning Group, March 2020 till present
• Expert Speaker at Squared Online (program co-developed with Google) @Avado, June 2021 - May 2022
• Business & Marketing Mentor: Temasek Polytechnic (LaunchPad), Ngee Ann Polytechnic (Sandbox), and SUTD Venture Building Program (2020 - 2022), and NUS Msc in Venture Creation Programs (Dec 2021 - May 2022)