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Financial Planning for High Networth Individuals & Business Owners - Previe...

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Location

2 Leng Kee Road

#06-06 Thye Hong Centre

(5 mins walk from Redhill MRT)

159086

Singapore

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Description

Are you interested in:

  1. Generating targeted leads for the Affluent & Biz Owners market
  2. Break into the Professional & Biz Owners' market
  3. Be equipped with the whole process of targeted lead generation to client engagement and closing big premium policies

If you are, do drop by for the abovementioned workshop. You are specially invited as a token of appreciation for being part of my professional network.

During the event, TG the CEO of Financial Life Coaching Pte Ltd will share a number of strategies that can help you to break into the High Networth Individuals and Business Owners' market.

He has trained 100’s of financial advisers in Singapore & the ASEAN region and many of them have used his ideas and gone on to achieve great success in the insurance industry.




Testimonials

The late Ms Yona Foo, Manager, Private Financial Services, Manulife Financial
“Good investment of my 3 days. Better than MDRT Experience. Trainer is well prepared, a lot of thinking through and putting all his experiences together – sincere and down-to-earth. Very good. Total approach and the deliberate process of building up the case. Very professional.”

Ms Angeline Chua Hong Huay, Executive Entre-Planner, Great Eastern Life
“A course that can help you close million dollars policies. Trainer Mr TG Tay has simple and resourceful presentation slides. This is the best and most relevant Business & Estate Financial Planning course that truly helps us gain a breakthrough and excel in our practice. "Thanks, TG"

Ms Cynthia Toh, Senior Executive Life Planner, Great Eastern Life
“Very concise and thorough in the presentation of concepts and ideas that will definitely bring the advisers to a breakthrough level in prospecting and closing the HNWI & business owners market. Highly impressed with the high quality of engagement throughout the 3 day- course. Worth every single dollar of my investment!”

Ms Peggy Lee, IPPFA

“A mandate course for all committed financial planning practitioners who desire to break the glass ceiling of their practice. Technical but easy to understand, skillful but so applicable, resourceful for our practical knowledge, a genuinely-designed course content delivered via a first-class multimedia presentation which I was not at all bored nor confused throughout the 3 days.

I can see that the Trainer Mr TG Tay has put in much effort in preparing his course content to help us understand ourselves, gain a breakthrough and excel in our practice. This is the best and most relevant Business & Estate Financial Planning course I have ever attended. Many thanks, TG! “

Mr Victor Wong, Director Investments, Financial Alliance
“Well done TG. Probably one of the best training I have attended. You are a blessing to our industry. The concept is simple and powerful and it will differentiate us from the rest of the advisers.”

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Date and Time

Location

2 Leng Kee Road

#06-06 Thye Hong Centre

(5 mins walk from Redhill MRT)

159086

Singapore

View Map

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