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Gwen Lazarito
Hey guys, welcome to another episode of the financial planners Southeast Asia podcast going here to and today I have another special guest. This is one of my favorite guests here in the podcast. And I’ve told her about this. But anyways, she is a financial licensed financial planner in Malaysia, in V. K, a wealth planners. Hi, Vivian Chin, welcome back to the show.

Vivian Chin
Thank you, thank you for inviting me back to the show is a pressure to come back out, though to note to share my experience with the audience out there about financial plan, then

Gwen Lazarito
yeah, so for sure. And for all the listeners out there, Vivian, especially if you’re new, Vivian has already dropped by in the show previously last year. So she has also introduced herself and her journey and financial advice in a previous podcast, I link that podcast in the show notes are in the description below so that you can check it out. And maybe you can come back to this. Or maybe you can check that out after this podcast, because in this episode, it’s something that Vivian mentioned in the previous podcast that she was working on. And now I’ve seen that there is substantial growth in all her efforts. And that’s why I wanted to talk to her about this. And that is yes, and that is regards to how she has harnessed the power of social media to it for her business. So the last time Vivian and I talk, one of her goals was to be consistent through social media. And now I’m looking forward to seeing her posts every morning. And I told her that that her posts is something that I look forward to in LinkedIn, because it just has that Zen vibe. And because she’s sick chairs, very uplifting stories. It makes me start the day with a happy note. So the first thing that I want. Yeah, so the first thing that I want to ask you VIV is like, how do you craft these wonderful stories that you post in LinkedIn?

Vivian Chin
Yeah, first of all, thanks for supporting me, reading on my posts and everything, he really made a lot of his I mean, all the support you get from you and others people is really an encouragement for me. Thank you so much on how I craft it is true, my clients, some are even people that come forward and talk to me about their financial situation. So when people come to me, then I noticed that there must be something that I can do for other people. Some of them may face the same issue, you know, they are facing. So that’s the reason why I crafted out pretty in the content and post it out. Let people know how you can do with it. Don’t be don’t give out your seek for advice or even no, that’s a full don’t just give out from there. Yeah, that’s my, my whole purpose to to, to post it out out there to let people know. Yeah.

Gwen Lazarito
So Vivian’s post, just for all the listeners context out there, centers around her clients stories, and how in their journey into financial advice and how Vivian has helped them with that journey. So I guess my second question for you VIV is like, how did you start writing these kinds of posts? Like, how did you figure out that this is the kind of posts that people would like to read in LinkedIn? Did you have some trial and error or did it just come naturally to you to write about these stories? Oh,

Vivian Chin
good, is a very good question. You know, so first When I posted out your I tried to create a post or a content about financial planning is really hard because you know, financial planning is all about numbers. Yeah. So it kind of difficult for you to strike out and let the other people understand it because it is a relate with figures and numbers everything and, and technical things that now that relate with financial planning that people mostly will think about financial plan. So planning. And so it first is very difficult. And after that I, I saw some other people are writing all the way how they write, how they help them out through some of the people like that I know, that started their journey in social media. So I think this is really the right way to let people know, or how what is financial planning our about two case study or even some tips know from there. So that’s, then I started up from there. And yeah, for sure, at the beginning, there’s so much of I mean, typical and challenges that you the way how you write it. And then there’s a trial and error also cause at a time nobody know why you are writing. To rechallenge. No. So but after that, I have been trying like six months, yes. Six months. Yeah, six months. So. So finally people get it understand what I’m doing. I’m a licensed financial planner, I’m not an agent, or you’re an insurance agent, T agent. So what I’m doing is financial planning. Finally they got it. And then they asked them what I’m writing. And yeah, I’m glad that I’ve been try. I have the consistency. Yeah, give those like, no, just like that. And then I continue to write even There’s nobody like my posts or even comment on it. My thoughts. I still write because my main objectives let people know what is financial planning? Yeah, this is this is how, how I face it during my first time on doing all this social media thing? Yeah.

Gwen Lazarito
All right. Wonderful. And I love that you mentioned that you’re consistent about writing, even though you don’t see any likes or any comments, because I do see that like when I remember when that when I started following you, you started posting. And there were just like, eight, three likes to pose. And now it’s like, so many likes, like you can go from 70. More than that. And it’s astonishing that you were able to gain that success in in a shorter amount of time from the time that we first talk, which I think is about eight to nine months ago. And I think that’s one of the reasons why is because you are also consistent with your messaging, as well as the the day you post and the time that you post because I remember, like when I open LinkedIn in the morning, like, I started to notice that you already have a post. And so in my head, every morning, when I looked at LinkedIn, I would look forward to your posts that should get into my feed. Yeah, so and I really love that. When I look for your post, I know it’s there. Because I know that you post in the morning, so and I guess those are one of the things that were like the the things that have made you successful, but in your journey in social media, can you tell us what are the things that didn’t

Vivian Chin
work? That will be I should say that I should study earlier? Yes, yes, yes. Because before all this happened, I mean, COVID out the everything pandemic happen. I was so focused on client clients that refer to me from my the other clients that I neglected on social media, because I don’t think social media is for me, especially on LinkedIn. Because linkings I have this nice concept of linking with about linking linking for me, I mean, previous time is for those people for job seeker. Professional Yeah, or those professional of businessmen. They then they use linking, but I never thought that as a financial planner, we can use linking now to to write about financial planning in linking. So yeah, so I think it’s The I should try early earlier than know before what happened.

Gwen Lazarito
Right? Yes. And I understand. Because me too, I actually have that conception until now. Right. Like, in the back of my mind, even though I’m seeing all your post, show heroes post, I’m still see, in my head, I still feel like the LinkedIn is just for professionals to expand your professional network. Look, yeah, your business, and also to look for jobs and all that stuff. But yeah, it’s a really great thing that you mentioned that, that it’s still a place where people like regular people exists. People who, yes, they may be businessmen, they may be professionals, but they still seek financial advice. They still need a financial planner. And that’s where you can shine. And in a way of another way of looking at it is that not only are you posting to get the message, your message out there that it’s important to help people but also to promote your service as well. But you’re doing this and this is your these are your values. This is how you help people. That yeah, right. So how has your LinkedIn posts or social media in general improved your business? Well, a lot.

Vivian Chin
Yes, yeah. Before that, I’m like, um, there’s no so uh, no, no, people from social media come to me. You know, there’s zero like, like what I mentioned earlier, all my clients come from referral means that from my clients themselves, or their family members that comes forward to me to seek for my advice. So after I been posting on social media, I started to notice that people started to know, you know, what, what is financial planning? And who I’m who I am, you know, so they started to notice, noticing me, and yeah, they then tested me know from there, we start from there. So I can say that improve a lot is about like, 80%. Yeah, 80%. Yeah, yeah, yeah. It’s from there is from social media. So you can see that social media actually is what it can work out. To let people know that who you are. Why are you doing el Amin the alternative that you on social media? To know to let them know who are you? They want to see a human, you’re a real human. Be yourself. This is what the what I’m been doing? No, just be myself.

Gwen Lazarito
Yes. And I think that’s one of the best social media strategy. And I hear this a lot is to just to be yourself, and even even podcasting. I remember, I’ve spoken to a podcast coach. And I was asking him, like, what’s your best tip? Because I feel like, I feel like like, I’m doing arms, I have these arms. And I want to correct that. And in the way I asked questions, I want to be better at it. And he said, like, look, just be yourself. It’s better to be authentic than to, to seemingly sound good. But to other people, you actually sound robotic. So I think that’s a really good way to position yourself in social media. But aside from that, Vivian, like, what are your other social media strategies? Or

Vivian Chin
if you have one? Yeah, um, my social media strategy will be posting not every day because I need a day off, right? So I need to focus on other things. So I will be like that will be like four days a week been posting on social media, not only in LinkedIn for like, meta, which is FB and Instagram, and trying now we use Twitter, Twitter. I’m trying now and find out and tick tock Yes, yes. Yes. Yeah. So I’m trying all this because I believe in social media, you’re also people will look at it and then they try, they will understand from there, get some information or even Google the information that they want. So social media is one part of it. So it’s really important to utilize it, but currently, not the other way around.

Gwen Lazarito
Alright, that’s that’s true. And it’s everything is expanding now in social media, right, and it’s a good idea for you as a writer mantel planter to be everywhere to gain as many eyeballs through your content as much as possible. And I remember like one of the most watched or most listened to podcasts that I’ve had last year was from Silene core. And in in that video Yeah, I’m sorry, not podcast, we were actually talking about how she has used Tik Tok to reach financial or to reach her audience and mainly to educate because she said that most of her ideal clients are not actually in tick tock because most of them are in the younger generation. But she still uses tick tock as her platform to educate the younger generation. So I really like that and I think it’s very interesting. I wanted like I’ve started VIV to I started to create an account in Tik Tok, but I never posted because

Vivian Chin
it’s just yeah, I understand that because I’m trying to I’m trying that out here too. But I need my daughter’s help. Because not generation they know more. Right? So yeah, yeah, I know how you feel your data is it kind of different thing for for us? Because but when you see you can use another way to get your message out. Yeah, it doesn’t need to dance or even seeing

Gwen Lazarito
that’s the funny thing. In Tik Tok, I always see that there are people dancing, like even in the streets, I see them dancing, and I figure out, they must be posting something in Tik Tok. And I guess, if there’s any, like, from our generation, or an older generation that’s out there. Tick tock actually has content from financial planners is not just dancing and singing, it’s actually a very informative as well, if you choose who you follow, right? So yeah, looking forward to see you in Tic Toc, as well. That’s, that’s very interesting. Now, another thing that I I feel like a lot of financial planners want to know is that, can you walk us through the process? And how you create a post from like, from the time that you’ve conceived? The idea to posting it in line?

Vivian Chin
Yeah, a lot of people asking me this. Because, yeah, normally a will, I already planned it out during weekends, watch I to post it during the next week and or another way. So in my mind, I already plan it and put it in the notebook or even spreadsheet. So I can write it out on Monday, normally, you will be like modulation, you know, what kind of motivation I want. So sometimes, I will go through some of the content from other people and look at their swan. So I get some idea from there. And now and on Wednesday, and Thursday, sorry, am Thursday, that will be my financial planning days. So I will write about financial planning tips or even some of the case study on Friday. That will be my personal things like today I’m talking about my yes or no, she’s Yes, she just recover. So yeah, so this is my No my plan. So everything you should planning out first, what kind of things you want, or sometimes you may not have the idea, but during the hallway, you may you may meet up with some someone that you are doing a meeting or even things that happen around you. You can no just create as a content, no thing. Just write about your your feelings or things that happen. Your viewpoint. Yeah, that will be another content No. Like today, I might post it on Monday, say that I having a conversation with Grant, interviewing me over social media, the importance of social media. That’s a post there,

Gwen Lazarito
right? Yes. And I think I get the idea. I think I also have that initial idea to say, hey, this might be a good thing to pose. But then, and I’ve spoken this with a fellow not a fellow colleague, but a financial planner, and I had a conversation about this, like, initially, we want to post something but then our self doubt and personal insecurities get the most of us. So I’d like to know if you also have that feeling. And if you do, how do you overcome it?

Vivian Chin
Yeah, Again, I definitely have this feeling. You know, before this, I have, I mean, self taught, even doubts about myself and my, I’m in my, you know, in my perfect enough to write a pose or is it my grammar is good? Or is it my content is good? Or even my thoughts or things that I’m right about or knowledge that tips that are right about? Is it good enough? Yeah, surely you have that. But, but slowly when you I mean, that’s like what I mentioned just now there’s a trial and error, right? So you just write a post it out and see how it how is it and then you can just collect it means that you just review it, and then try again and again and again, and ignore those voices or even people that the way how they look at you. So be positive about your false, you know, as I say that, as I mentioned earlier, be yourself Be authentic about it. We are human, we make mistakes.

Gwen Lazarito
Crazy, and I know what you mean, like it’s it’s just overcoming that initial fear that you feel. And I think it’s actually for me, I know that it’s something that I need to do. I think it’s just something that I need to overcome first, but yeah, slowly I’m I’m getting there for sure. But so I guess my final question for you. And is because in relation to that, like the overcoming the fear of posting and being judged, like what advice would you give to other financial planners out there, either, if they’re still starting out their journey in social media, or if they’re already in social media, but are stuck like in case they have these nega negative feelings, or they just don’t know what to do, in general, like they feel down for not seeing any likes and stuff.

Vivian Chin
That’s very simple. Just be consistent. And in Don’t think too much to be authentic means that we are sell. Yeah, that simple. This is what I always telling all the people that no, come and see me or even think they need my advice. I just tell them don’t complicate everything. So no, just write it out. And then ignore those voices because you are who you are. You’re yourself. And now just be consistent. To keep out. Yes.

Gwen Lazarito
Thank you so much. And I’m glad to hear that other financial planners are also reaching out to you because now you’re not only your clients cheerleader, you’re also a cheerleader for other financial planners, as well. So I can thank you so much Vivian, it’s, as usual, have great conversation with you. But before we formally end the show, if there like anything cool that you’re doing right now, or if there if there are people who want to reach out to you where they can reach you, you know, maybe you can

Vivian Chin
connect with me on LinkedIn. And then the other thing is the end of the match, my life session will be coming back again. So yeah, come and join me in London Bob, what is financial all about?

Gwen Lazarito
Alright, wonderful. And I’ll go ahead and post the links to those in the show notes or in the description of the podcast. So again, Vivian, thank you so much for coming to the show you and you have a great day. You too.




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