WEALTH ADVISORY
You’ve been told you need a better product. A sharper close. More leads. So you chase — calls, WhatsApps, follow-ups nobody answers — and you still end up in front of the same middle-income client with the same limited budget, being seen as just another insurance agent.
Meanwhile your best client quietly placed a million with someone at a bank who knows less about insurance than you do. He asked a different question at the start. That question is where a million-ringgit case begins — and it’s never the product. (More Respect = More Business)
Sick and Tired of chasing after prospects who don’t respond to your call and WhatsApp
Your clients see you as AIA : Another Insurance Agent
Product pushing with One time sale and That’s It. Your customer is done with insurance
Working with middle class clients with limited budget
Acting like a salesman chasing after clients to meet sales target
Have your best clients schedule regular meetup by appointments
Your client sees you as their partner financial planning
Developing your client's financial blueprint so you can cross sell multiple plans
Attract and serve High Networth Clients who are your dream customers
Have your customers respect and thank you for your quality advice & insights
Learn how AI can make your financial planning more efficient
Discover how to engage corporate executives and professionals
Discover how to grow towards your dream market
Learn how to generate quality referrals and grow your practice
Uncover real problems and have your customers want to buy from you
Open up business insurance policies with the conversation that gets you in
Ask in the way that makes people comfortable and want to tell you more
Sell them problems and agitate the pain to create the urgency
Make it a no-brainer deal they cannot say no to
Show the client where to find the money to pay for it
Build Godfather Offers using proven presentations
Handle the objection before the offer so it never becomes a fight
Open the legacy conversation to uncover the gaps in their estate plan
Deliver seamless wealth transfer to protect the family from disputes
Position legacy planning to open your HNW solutions
Build a sales process that is referable so your best clients thank you
See What Clients, Partners and Students Say About Us...
When I first started my business as a fresh graduate, I was taught success in the insurance business is just 3 words: Activity, Activity & Activity.
You just have to make 3 presentations everyday, 5 days a week and you will succeed.
I followed the formula exactly and in my very first month..... I ran out of prospects And Zero sales. I quickly realised this is a tough business, especially if you talk and pitch like AIA (Another Insurance Agent).
I started having second thoughts...probably I will be better off as an engineer and hide behind my computer. After all, I was that shy, introverted, awkward kid….
I was like the caterpillar, yearning to be like that butterfly like them one day....
And Success leaves clues
And I realised most of what I learnt sounds good on theory. Most of the stuff don't work....at least not for me.
But the few strategies that worked help propel my business to MDRT, COT and eventually TOT.
Build an MDRT Agency and finally got my breakthrough
Chances are you are product selling and not Wealth Advising
When you have positioned Insurance as part of their wealth optimization strategy and YOU as their wealth advisor, it's a no brainer....the next insurance sale should go to You. And not your competitor.
It’s a 4-Day Virtual Event to Help You Build and Scale Your Business
This is not something that you buy... and then “hopefully you’ll get around to watching it later.”
That means you need to block out the time… Take off work…
And come prepared to learn and implement!
Would you invest 4 days to learn the secrets of what top producers and closers are currently doing inside their businesses to adapt and change the worst of times to the best of times?
If you could grab and implement just a handful of principles and use it to sell more of bigger and more cases... would it be worth it?
Can you even imagine the mistakes I’ve already made, struggled with, learned the ‘hard way’, so that you can avoid them?
What are the dates for Million Dollar Strategies?
The virtual event will take place on 19 – 22 November 2026. Access to the event is by ticket only and links to each session will be sent out prior to each session.
Who is Million Dollar Strategies for?
This event is for insurance agents, Unit Trust Consultants and financial advisors who want to learn how to successfully bigger and more cases and scale their business to MDRT, COT or even TOT...
Product pushing and sending out proposals without getting response is a recipe for mediocrity or even failure. After training hundreds of mentees in the region, I have developed a simple process the average person on the street can apply and get results. All it takes is the desire to succeed.
Can you use a fishing rod to catch a whale? Obviously having the right tools and skills is necessary if we want to discover how to penetrate the high networth market - Business Owners and Professionals. If you want to attract more dream customers who can afford to buy bigger policies from you, attending Business Secrets is the first step forward
We have MDRT, COT or even TOT in my coaching program and they train with me is because they want to discover new strategies on how to scale their business with less time and effort. And they are able to get fresh insights on how to work with their dream customers at a higher level.