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S5 E3. How to Build an Impactful Business Empire with WFG Executive Chairwoman, Penney Ooi

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Manage episode 331847103 series 2944478
Content provided by Cecilia Leung and Cecilia Leung CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cecilia Leung and Cecilia Leung CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!

I am so excited to invite my mentor, Penney Ooi, to chat about how to build an impactful business as an Asian female leader in the wealth management space! She is recognized as the first woman to achieve the highest field advancement level within World Financial Group, which is part of Transamerica, a fortune 500 company. She is a rare combination of visionary and master builder. Penney is a strong advocate for financial education and financial literacy - Through her career, she not only helped and impacted so many lives, she has also nurtured many successful leaders to become millionaires who are now proud business owners who enjoy true financial freedom.

In this episode, we chatted with Penney about her journey over the past 28 years, from moving to the US as an international student from Malaysia, got rejected by the top firms, to ultimately building her successful business empire Dream builder financial to serve the masses. CONNECT WITH OUR GUEST, PENNEY OOI Instagram: https://www.instagram.com/penneyooi/?hl=en Linkedin: https://www.linkedin.com/in/penneyooi/ About Penney: https://www.prnewswire.com/news-releases/penney-ooi-becomes-first-woman-to-achieve-highest-field-advancement-level-with-world-financial-group-301382047.html Dream Builder Financials: https://dreambuilderfs.com/penney ABOUT CECE LEUNG, CPA

Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.

Linkedin: https://www.linkedin.com/in/ceceleung/

Personal Website: www.ceceleung.com

Book Website: www.dearaccountantbook.com

The Entrepreneur CFO website: www.ecfopro.com

PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog

GET FREE CPE CREDIT at EARMARKCPE.COM

This show is brought to you by Earmark CPE, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE for listening to the episodes on this podcast, and more! Sign up for the mobile app to earn free CPE whenever you want, wherever you go. Learn more at EarmarkCPE.com.

  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 331847103 series 2944478
Content provided by Cecilia Leung and Cecilia Leung CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cecilia Leung and Cecilia Leung CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!

I am so excited to invite my mentor, Penney Ooi, to chat about how to build an impactful business as an Asian female leader in the wealth management space! She is recognized as the first woman to achieve the highest field advancement level within World Financial Group, which is part of Transamerica, a fortune 500 company. She is a rare combination of visionary and master builder. Penney is a strong advocate for financial education and financial literacy - Through her career, she not only helped and impacted so many lives, she has also nurtured many successful leaders to become millionaires who are now proud business owners who enjoy true financial freedom.

In this episode, we chatted with Penney about her journey over the past 28 years, from moving to the US as an international student from Malaysia, got rejected by the top firms, to ultimately building her successful business empire Dream builder financial to serve the masses. CONNECT WITH OUR GUEST, PENNEY OOI Instagram: https://www.instagram.com/penneyooi/?hl=en Linkedin: https://www.linkedin.com/in/penneyooi/ About Penney: https://www.prnewswire.com/news-releases/penney-ooi-becomes-first-woman-to-achieve-highest-field-advancement-level-with-world-financial-group-301382047.html Dream Builder Financials: https://dreambuilderfs.com/penney ABOUT CECE LEUNG, CPA

Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.

Linkedin: https://www.linkedin.com/in/ceceleung/

Personal Website: www.ceceleung.com

Book Website: www.dearaccountantbook.com

The Entrepreneur CFO website: www.ecfopro.com

PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog

GET FREE CPE CREDIT at EARMARKCPE.COM

This show is brought to you by Earmark CPE, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE for listening to the episodes on this podcast, and more! Sign up for the mobile app to earn free CPE whenever you want, wherever you go. Learn more at EarmarkCPE.com.

  continue reading

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