Everyone wish to have more High Net Worth clients. So they don’t have to slog through countless appointments to achieve mediocre results.
Would you like to know how to get a high value appointment with High Net Worth individuals?
Do you know how to impress them in just one appointment?
If you aren’t “Prepared”, no matter how much you invest in leads generation strategies, or how many networking events you line up to attend, or attend more courses on estate planning, your outcome may still be the same, leaving you beaten and still clueless.
In her previous record-breaking sales career, Chief Coach Lusi Lim acquired more than 9,000 HNW and UHNW (ultra high net worth) clients. Most of these clients came through good old word-of-mouth from her existing HNW clients. Her sales commission exceeded $2,000,000 a month. Every year by April, she would have achieved the equivalent of 216 times of MDRT (36 times TOT).
With her experience and practical skills, Lusi Group is thrilled to present a one-time-only Accelerated Milestone Class – *Cracking the High Net Worth Code*, trained personally by Chief Coach Lusi.
In this 5-hours value-packed intensive class, you will walk away with:
✅ What HNW and UHNW look for in a Financial Advisor (and the common mistakes which turn them off)
✅ Practical Soft Skills which help you attract HNW and convince them to pick you over other advisors (Through case studies from Coach Lusi’s track record)
✅ Effective Systems to drive Loyalty and Strong Word-of-Mouth with HNW
✅ Self awareness on Blind Spots which sabotage your productivity and kill your opportunities.
📆 26 March 2025 (Wed)
⏰ 2 to 7pm
🏟️ HortPark
Multi Purpose Hall
33 Hyderabad Rd,
Singapore 119578
Registration from 1.30pm
After event interactions till 8pm
🎟️Ticket pricing:
$129 per person
To register:
Purchase your ticket(s) below, we will contact you to confirm your registration.
Looking forward to empower you on 26 March! 💪🏻
$129.00
Pamela Wong
Great Eastern Financial Advisers
"The "Role-Play" activities during the class were very impressive, as Coach Lusi showcased her skills of handling objections effortlessly by asking right questions. The "mini disgnostic" was also very useful to understand some of my "blind spots"."
Vivien Yee
AIA
"Coach Lusi is highly knowledgeable and skilled in her area of expertise - Sales. She inspired me to see hope inside myself, and realizing my "blind spots" that are hindering my progress in my career."
Patsy Goh
IPPFA
"I am most impressed by how she always know what right thing to say, or what right question to ask, with every client she meets."
Eugene Cheah
Great Eastern Financial Advisers
"How Coach Lusi demonstrated her soft skills to turn around most "difficult" prospects is something I never thought is possible."
Testimonials
Tommy Khoe
Personal Wealth Manger
AIA
7 MDRT, 1 COT
Alvin Ng
Relationship Director
Manulife Financial Advisers
3 MDRT, 1 COT
Jonathan Lim
Assistant Vice President
Manulife Financial Advisers
1 TOT
2024 Students' Breakthrough Part 1
Financial Advisors & Agency Leaders
2024 Students' Breakthrough Part 2
Financial Advisors & Agency Leaders
Jue Rong
Financial Services Director
Prudential
17 MDRT, 9 COT, 2 TOT
Christopher Lim
Financial Services Director
Prudential
7 MDRT, 2 COT, 1 TOT
Camie Low
Financial Consultant
Manulife Financial Advisors
4 TOT
Huang Weiqi
Senior Director
Great Eastern Financial Advisers
5 MDRT, 1 COT
Wilfred Ling
Wealth Advisory Director
Financial Alliance
1 MDRT, 4 COT
Linda Ong
Assistant Vice President
Manulife
5 MDRT, 2 COT
Etak Chen
Private Wealth Consultant
Prudential
16 MDRT, 10 COT, 5 TOT
Tea Eng Peng
Financial Advisory Director
Financial Alliance
7 MDRT
Sonia Tay
Executive Senior Financial Consultant
Great Eastern Financial Advisers
11 MDRT, 1 COT, 1 TOT
Don Ong
Financial Services Assistant Director
AIA
5 MDRT, 1 COT
Joe Goh
Financial Services Director
Prudential
13 MDRT
Delia Wong
Master Financial Services Consultant
AIA
12 MDRT, 1 COT
Nathan Lum
Master Financial Consultant
Prudential
5 MDRT, 2 COT
Kevin Goh
Financial Services Director
AIA
8 MDRT, 1 COT, 3 TOT
2020 Students Breakthrough Video 1
2020 Students Breakthrough Video 2
2020 Students Breakthrough Video 3
LOA
Max, Shannon & Velisa
Yeok Hong & Jamson
Lusi Group Masterclass: How we help top producers consistently clear their big goals before September every year (IM1)
Course ID: IM1
Duration: 5 Hours
Learn MoreHow to Double or Triple your Production Without Compromising the Quality of Life (IM2)
Course ID: IM2
Duration: 5 hours
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