Financial Life Coaching

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Unlocking the secrets of the Distinctive Trusted Adviser

Distinctive

Stand out from the crowd
by offering a benefit
that no one else offers.

Trusted

Get Your Clients to know,
like and trust you.

Adviser

Be the go-to adviser to provide a holistic and comprehensive solution for your clients.

Mission

Helping Financial Advisers To
Connect, Converse & Convert
the High Net Worth(HNW) & Business Owners Market With INTELLIGENCE (A.I.) MARKETING.

Do You Need H.E.L.P.? Holistic Estate & Legacy Planning

โ€œThe H.E.L.P. Strategy To Connect, Converse & Convert The HNW & Business Owners With INTELLIGENCE(A.I.) MARKETINGโ€

Course Synopsis

A 1-Day practical step-by-step ๐—–๐—ผ๐—ฎ๐—ฐ๐—ต๐—ถ๐—ป๐—ด ๐—ฃ๐—ฟ๐—ผ๐—ด๐—ฟ๐—ฎ๐—บ to help financial advisers to use the ๐—›๐—ผ๐—น๐—ถ๐˜€๐˜๐—ถ๐—ฐ ๐—˜๐˜€๐˜๐—ฎ๐˜๐—ฒ & ๐—Ÿ๐—ฒ๐—ด๐—ฎ๐—ฐ๐˜† ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด (๐—›.๐—˜.๐—Ÿ.๐—ฃ.) strategy to ๐—–๐—ผ๐—ป๐—ป๐—ฒ๐—ฐ๐˜, ๐—–๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ฒ & ๐—–๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜ the ๐—›๐—ก๐—ช ๐—ฎ๐—ป๐—ฑ ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ข๐˜„๐—ป๐—ฒ๐—ฟ๐˜€ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ with ๐—œ๐—ก๐—ง๐—˜๐—Ÿ๐—Ÿ๐—œ๐—š๐—˜๐—ก๐—–๐—˜ (๐—”.๐—œ.) ๐— ๐—”๐—ฅ๐—ž๐—˜๐—ง๐—œ๐—ก๐—š.Participants will be taught how to use an innovative ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—ง๐—ฒ๐—น๐—ฒ๐—ด๐—ฟ๐—ฎ๐—บ ๐—•๐—ผ๐˜ to open conversations on the “๐—›.๐—˜.๐—Ÿ.๐—ฃ.” ๐—ฃ๐—ฟ๐—ผ๐—ด๐—ฟ๐—ฎ๐—บ with step-by-step proven role-play scripts spoken by ๐—”๐—œ ๐—›๐˜‚๐—บ๐—ฎ๐—ป ๐—”๐˜ƒ๐—ฎ๐˜๐—ฎ๐—ฟ๐˜€ ๐—ถ๐—ป๐—ฐ๐—น๐˜‚๐—ฑ๐—ถ๐—ป๐—ด (๐—ฆ๐—ฒ๐—น๐—ณ-๐—–๐—น๐—ผ๐—ป๐—ฒ๐—ฑ ๐—”๐˜ƒ๐—ฎ๐˜๐—ฎ๐—ฟ๐˜€).

This course is also special for its end-to-end full coaching ecosystem to help financial advisers:

โ€œGo Digital, Be Digitalโ€
– Searchable, Connectable & Contactable!

Be the โ€œDistinctive Trusted Adviserโ€
– the โ€œONLY ONEโ€ IMADVISER for your clients

End-To-End Value-Added Coaching System

Power Connections

Yr Digital Profile

Social Media Profile

AI T-Bots

AI Personalized Video Marketing

Omni Channel Marketing

Power Conversation

AI Chatbots

AI Interactive Role-Play T-Bots

On-Demand Webinar

Live Webinars

Power Conversion

H.E.L.P Strategy

LMS Access 3 Day Workshop

Small Group Coaching

Testimonials

The โ€œBESTโ€ Workshop They Have Attendedโ€ฆ

โ€œIn my 31 years,
I possibly attended
7 such courses.
TG course is PAR EXCELLENCE!.โ€
John Bang
Promiseland Independent
โ€œThis is THE BEST
& most relevant Business & Estate Financial Planning course I have
ever attended.โ€
Peggy Lee
IPPFA
โ€œTHE BEST training
I ever had."
Alex Chong
AIA
โ€œThis is definitely
one of THE BEST
and most concise
courses Iโ€™ve been to!โ€
Melvin Tang
Prudential
โ€œThis workshop is THE BEST ever workshop that
I ever attended.โ€
Joshua Kartono Kang
Promiseland Independent
โ€œTHE BEST Workshop I've attended on estate planning and financial planning for business owners.โ€
Goh Ming Shan
Tokio Marine
โ€œThis is one of
THE BEST and
most concise courses
I have attendedโ€
Evelyn Su
Prudential
โ€œThis course is by far THE BEST course that I have
ever attended.โ€
Alex See
AXA
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Course Schedule

The H.E.L.P. Strategy To Connect, Converse & Convert the HNW & Biz Owners MKT With INTELLIGENCE (A.I.) MARKETING
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