There is no blueprint for success at the SCMP/IFPHK Financial Planner Awards, but one thing is certain: good preparation is vital.
"In some ways, taking part in the competition is like a revision class," says Rosetta Fong, chief executive officer of Convoy Financial Services.
Its consultants have taken home many top prizes over the years. "It reminds contestants how important it is to take a holistic approach to financial planning and makes them review the way they deal with clients," Fong adds.
Over three rounds, the awards test the full range of professional attributes - product knowledge, written proposals, interpersonal skills, and discerning clients' needs. This echoes day-to-day situations and ensures the best prepared, most adept entrant from each category - banking, insurance and independent financial advisory (IFA) - stands o