Financial Life Coaching

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

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˜€).

Special Invite to Agency Leaders & Financial Advisers

2 Main Focus

  • Financial Advisers-Go Digital, Be Digital!
  • The IM Distinctive Trusted Adviser, The ONLY ONE For YOUR CLIENT!

End-To-End Value-Added Coaching System

MESSAGE

Power Connections

Yr Digital Profile

Social Media Profile

AI Telegram-Bots

AI Personalized Video Marketing

Omni Channel Marketing

MATCH

Power Conversation

AI Chatbots

AI Interactive Telegram Bots with Role-Plays

On-Demand Webinar

Live Webinars

MARKET

Power Conversions

H.E.L.P Strategy

ย 

LMS Access 3 Day Workshop

Small Group Coaching

Workshop Preview

IMAdviser Special End-to-End Coaching Package

Everything included when you enrol in the H.E.L.P. Strategy Coaching Program:

  1. 1-Day Step-By-Step H.E.L.P. Coaching with Interactive Telegram Bot
  2. 1-on-1 Coaching with Client Engagement โ€” 2 Free Cases
  3. Personalised Telegram Bot on H.E.L.P. Strategy

Special Bonuses

  • Bot Access โ€” 3-Day Workshop on FP for HNWI & Business Owners (Worth S$1,800)
  • Bot Access to MDRT Experience Library โ€” 6 Volumes (Worth S$420)
  • IMAdviser Club โ€” 1-Year Complimentary Silver Membership (Worth S$240)
INVESTMENT
SGD 500
Special Promo Price
DURATION
7 Hours
Certificate Provided
TRACK RECORD
50+ Advisers
Trained Since 2020

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

Frequently Asked Questions

What is the Interactive Telegram Bot (T-Bot), and how does it work with the H.E.L.P. Strategy?

As part of the H.E.L.P. Strategy Coaching Program, you receive a Personalised Telegram Bot built on the H.E.L.P. Strategy, designed to help you open conversations with HNW and business owner clients using proven, step-by-step role-play scripts. The bot is included as part of the coaching package, alongside 1-on-1 coaching with 2 free client engagement cases.

How is Financial Life Coaching different from other adviser training providers in Singapore?

Financial Life Coaching specialises specifically in the HNWI and business owner market โ€” a niche most adviser training providers don't focus on. The H.E.L.P. Strategy Coaching Program combines estate planning, cash-flow planning, and AI-powered marketing tools (including the Personalised Telegram Bot) into one end-to-end coaching package. Advisers trained through this program come from firms including Prudential, Manulife, Great Eastern, and Tokio Marine.

Where is the H.E.L.P. Strategy Coaching Program held?

The program is currently conducted online. In-person venue details will be added once available.

How do I book a seat, and what is the cancellation policy?

To book a seat, contact us at tg@financiallifecoaching.com or +65 6222 8585. A minimum of 3 working days' notice is required for cancellations or rescheduling; cancellations made with less than 3 working days' notice may not be eligible for a refund.

Can I access the program if I'm based outside Singapore?

Yes. All coaching materials, the H.E.L.P. Strategy content, and the Personalised Telegram Bot are accessible remotely via Telegram and our LMS (hosted on Hypeschools), so advisers based outside Singapore can access the full program without needing to be physically present.

What timezone are sessions conducted in?

All sessions are conducted in Singapore Time (SGT, UTC+8).

Are there different T-Bot subscription options or pricing tiers?

The Personalised Telegram Bot is included as part of the H.E.L.P. Strategy Coaching Program bonus package at no additional cost โ€” there are no separate subscription tiers to purchase.

Course Schedule

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The H.E.L.P. Strategy To Connect, Converse & Convert The HNW & Business Owners With INTELLIGENCE(A.I.) MARKETING
  • No events

Workshop Special Bonuses

  • Personalised Telegram Interactive Bot -1-yr free subscription
  • 1-on-1 Coaching with Client Engagement โ€“ 2 Free Cases
  • T-Bot Access โ€“ 3-Day Wksp on FP for HNWI & Biz Owners 
  • T-Bot Access to MDRT Experience Library-6 volumes
  • IMAdviser Club โ€“ 1-yr Complimentary Silver Membership
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