If your objective is to expand your High Net Worth clientele market, do not miss this workshop. Chief Coach Lusi summarized over 20 years of experience dealing with HNW clients, to share the most practical methods to prospect them, make them your clients and create long term referral streams with them. It’s never about where to find them, but do you know how to impress them if you ever met one?
$1,088.00
Jonathan Lim
Manulife Financial Advisers
"Dear Coach Mac and Coach Lusi, my personal production has exceeded more than $100k FYC in 2 weeks. Appreciate all your guidance to achieving greater success!"
Jasmine Wong
Prudential
"What I've done these 3 months (production) is equivalent to what I did the entire last year! All these wouldn't be possible without your guidance Coach Mac!"
Galvin Ong
DBS
"I finished top for high net worth insurance products in 2020! Thanks for inspiring me during my journey into wealth banking. The intent statement and "sell myself shamelessly" scripts work like wonder every time!"
Mok Chuan Huei
Prudential
"Thank you Coach Mac and Lusi Group for the skills taught which helped me close this case on the spot for $400k Single Premium!"
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
Individual Behavioural Competency Technology
+
Sales Aptitude & Proficiency Technology
+
Empeiria Leadership Technology
Course ID: TRIPOD - IBCT + SAPT + ELT
Duration: 105 hours
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