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01 - Build Your Identity Before Judgment
Position yourself as a trusted advisor, not a seller
Define your “Advisor Brand Promise” for client expectations
Use the 3-Why Power Frame for instant credibility (Why Me, Why Now, Why This)
Preempt objections with strategic narratives
Activate client respect, beyond likeability
02 - From Cold Leads to Loyal Customers
Create referral networks using meaningful actions
Build trust both online and face-to-face with the C.L.E.A.R. Trust Cycle
Use post-appointment habits that boost chances of success by 42%
Change from just following up to actively supporting clients
Make small memorable moments that encourage clients to refer naturally
Use insight questions to reveal hidden goals and fears
Master T.R.I.U.M.P.H. Framework (Trust, Risk, Impact, Urgency, Money, Priority, Hope)
Understand investment decision psychology
Conduct 15-minute insight interviews that lead to hour-long consults
Turn technical talk into story-driven impact
03 - Advisory That Engages Mind and Wallet
04 - Confident Conversations that Move People
Master the C.L.O.S.E. Blueprint (Clarify, Link, Offer, Solve, Execute)
Use tactical silence and mirroring — know when to hold space or push
Neutralize objections by reframing and anticipating
Roleplay high-stakes closes with scripts for insurance, investments, estate tools
End every meeting with a clear next step or a deliberate no
05 - From Clients to Advocates
Master the Client Advocacy Ladder (Stranger → Client → Fan → Advocate → Evangelist)
Conduct impactful Annual Reviews to boost emotional and financial engagement
Use a Value-Reminder System to highlight advisory value (milestones, market updates, personal notes)
Apply key personalization: handwritten notes, legacy gifts, planning for children
Use referral scripts: “Who else do you care about that I can help?”
Hear it from our graduates…
“What I found most valuable was learning how to build trust in a more genuine way. I used to think referrals came only after years, but I’ve started seeing small shifts in how clients open up and connect.”
-Amanda Lee
“This program gave me a fresh perspective on how clients see me. I walked away with a clearer sense of how to position myself, and it’s already changing the way people respond to me.”
-Keith Ong
“The practical conversations we practiced made a big difference. I realized I don’t have to push—just guiding the discussion the right way helps clients feel more comfortable and confident with me.”
-Jeremy Lim
Contact us.
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(65) 8317 1650
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