INVESTMENT STRATEGIES VIRTUAL EVENT DEC 5 - 7
Professional Advisory Model that earn Trust, Respect, and Lifelong relationships.
PIVOT FROM PRODUCT SELLING TO
WEALTH ADVISORY
How Insurance Advisors, Unit Trust Consultants, and Financial Planners Can Transition Into Private Wealth Management & Legacy Advisory — Attract High-Quality Clients, Deliver Better Outcomes, and Build a Profitable Practice.
“BUT FIRST… What Is
Investment strategies?”
Have you been thinking how to convert your High Networth prospects to loyal fans. And have your best clients hand you their money" , and have you manage for them ?
Differentiate yourself from your competition
Delivering High Value advice
THAT WOULD BE
“INVESTMENT STRATEGIES”
I want to show you how you can differentiate yourself from your competition by delivering high value advice to the "Right Clients" and serve them at the highest level (More Respect = More Business)
Progress from insurance agent to Wealth Advisor
Specialize in Retirement and Legacy Planning
THESE STRATEGIES WORK EVEN IF YOU ARE NEW TO INVESTMENT OR HIGHLY EXPERIENCED MDRT... keep reading to see how it works.
Ready To Rewrite
Your Destiny?
Before This Challenge
Sick and Tired of chasing after prospect 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
After This Challenge
Have your best clients schedule regular meetup by appointments
Your client see you as their partner financial planning
Developing your client 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
When you attend INVESTMENT STRATEGIES BREAKTHROUGH CHALLENGE LIVE, HERE’S SOME OF THE THINGS THAT YOU WILL DISCOVER:
DAY 1: Positioning Yourself as a Trusted Wealth Advisor
Learn how to separate yourself from product-selling competition and be viewed as a strategic advisor.
On this day, you'll discover how to attract instead of chase after customers
The mindset shift from selling products → advising wealth outcomes
How HNW clients choose their advisors (what they look for & what they avoid)
Strategic positioning: Crafting your Wealth Advisor Identity & Message
The advisory conversation model: Trust → Clarity → Strategy → Value
Using credibility indicators without sounding boastful or salesy
Simple frameworks to instantly elevate authority in client discussions
DAY 2 — Portfolio Construction & Investment Planning With Confidence
Gain the clarity to guide clients through investment decisions professionally and ethically.
On this day, you’ll be discover CFA strategies to Portfolio Construction
Even if you are new to this industry you will have your customers thanking you for the advice
How to understand client risk capacity, timelines, and investment priorities
Portfolio construction basics using institutional best practices
Asset allocation made simple (and explainable to clients)
How to evaluate funds, products & instruments objectively
Model portfolios for professionals, business owners & retirees
How to answer market outlook and investment questions confidently (even if you’re new)
DAY 3 — Attracting High-Value Clients & Building a Sustainable Advisory Business
Learn how to consistently attract and retain clients who value strategic advice and stay long-term.
The level of trust and respect is determined by the amount of money you are managing for your client
(The more money you are handling, the easier to get the appointment)
Why HNW clients value advice, not products
How to structure a high-trust, high-retention advisory relationship
The referral engine that works with professionals & business owners
How to confidently speak about legacy and intergenerational planning
Using AI to enhance credibility, communication & brand presence
How to transition your business from case-to-case → recurring advisory revenue
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….
There MUST be a better way
I remembered back then, watching the Top Producers, MDRT, COT and TOT going up on stage getting the awards.
I was like the caterpillar, yearning to be like that butterfly like them one day....
There must be a better way.
And Success leaves clues
I started the relentless pursuit for knowledge, attending workshops, seminars, learning from different "Gurus", read tons of books on sales, financial planning and what nots....And took all the designations Chfp, RFP.
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
BUT the truth is I almost gave up in my first year. And I wished I have not wasted so many years of trial and error to finally NAIL IT..
What I discovered is IF your best clients are buying big premium policies elsewhere
(From Banks, other advisors..)
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.
This FREE advance training is limited so act now!
But Don’t Just Take My Word For It… HERE’S WHAT OTHERS HAVE TO SAY
Effective Business Coaching
– Chee KhoonLicensed Financial Planner
Unique, Simple Strategies that works
– JeremiahNew Advisor
– Jeremiah
Very Knowledgeable in closing big cases
– Lee ChinTop of Table (TOT)
His Concepts help me achieve my Goals
– ZahasniEx-Banker
“That’s Why We Created INVESTMENT STRATEGIES 3 DAYS CHALLENGE LIVE”!
It’s a 3-Day Virtual Event to Help You Build and Scale Your Business
HERE’S WHAT OTHERS HAVE TO SAY
HERE’S WHAT OTHERS HAVE TO SAY
Here's the POWERFUL THING you need to understand about that...
When you attend TABLE RUSH SECRETS LIVE, HERE’S SOME OF THE THINGS THAT YOU WILL DISCOVER:
Creating a “Godfather Offer” and how to structure any product idea into an offer that your audience absolutely cannot refuse.
The proven formula and big picture... Just FILL IN THE BLANKS and watch your presentation write itself!
How to get your audience saying “YES” right from the start. Discover the best ways to open a crowd and set the stage for success.
The ultra-simple way to hook them to get them to stay all the way till the end.
How to make your presentation applicable for your target group of audience and make them feel the absolutely need to continue listening to you.
Using the "Story Selling Secret" to build trust, credibility, and rapport without being boring, braggy, or making it about you.
Discover the "Concept in a Story" method and how to deliver your key points without being dry or boring.
How to own your story and build rapport with the “I Was Once in Your Shoes" section so that you can elegantly share your journey, inspire everyone, and make a difference.
Why the "Advanced Seeding" method that will get them into the buying state, that will make all the difference later in the presentation.
The 3 things you absolutely want to be covering in your content that differentiates the top 1% from everyone else.
Why teaching for the sake of teaching is the fastest way to fail and the way to go about while still being able to inspire and motivate your audience.
The 3 ways to deliver a product and the ones that generate the highest perceived value that you definitely want to be using.
The shockingly simple way to building up to your offer so that your audience understands and remembers what they are getting.
The difference between amateur speakers and world-class speakers when they reveal the price.
How to use the different closes that can be used to suit your style, personality, and niche.
How to use "The #1 Mistake" close to getting them to take action rather than going home to try things out on their own.
The "How Much Is This Worth If" statement to get them to want to invest in what you have to offer at a higher price than what you are really offering.
How to execute "Cost vs Value" close to get them to shift from how much it will cost them to how much it's really worth.
How to deliver a guarantee using the "Overdeliver Guarantee" method that makes your offer a no-brainer.
The secret to getting them to take action now by using the "One Thing You'll Never Get Back" close.
How to destroy the "I'll think about it later" objection by using the "If Not Now, When?" close.
Using the "Haymaker Bonus" to create a FRENZY table rush. This is something NOBODY else in the world has ever revealed. This part alone is worth your entire investment many times over.
The "3 Hit Combo Call to Action" to get your audience to take action and hand you their credit cards.
How to use "Multiple Call to Action" to create waves of people rushing to take action, whether it's online or through a live event.
The languaging pattern you want to incorporate into your entire presentation without memorizing any weird hypnotic NLP scripts.
The 2 most powerful words in persuasion and how you can be using them throughout your presentation.
Incorporating "Suggestology" to hook your audience and have them hanging on every word.
Why "The Entire Presentation Is a Close" and how to incorporate that into your presentation.
The ONE assumption you must have that will make all the difference in your closing ratio.
One key phrase that you want to be using so that you can get them to think about the BENEFITS, rather than the features.
How to transition to your offer without being awkward with this one sentence you MUST say.
How to immediately implement this entire event through sales videos, webinars, or live events through a simple proven process
Now, you’re probably wondering…
“How Much Will It Cost To Have Me, Train You And Your AGENCY For 3 Days…?”
Normally if you were to attend any of our LIVE events, it is $299 per person.
(That means, to bring a agency of 4 - it would cost $1,200!)
Oh, and you have flights… hotels… and food costs.
But, since we’re going to be streaming it LIVE into your home, or to your phone…
And because I want your business to THRIVE during these crazy times…
FREE ?!?
Just $47 ?!?
Why would I do this?
Well, there’s a couple of reasons.
I want to pave the way and set a new standard for being paid based on results and performance.
I get another one of my products into your hands, and when you see how awesome it is, it should get you excited to buy other stuff from me in the future.
The more money I can make you now, the more likely you are to join my $997 Legacy Mentoring program in the future.
I'm kinda a show-off... I know there are many gurus out there throwing out numbers without any real proof to back up their results.
This is not something that you buy... and then “hopefully you’ll get around to watching it later.”
this is a live event...
That means you need to block out the time… Take off work…
And come prepared to learn and implement!
Would you invest 3 days to learn the secrets of what top producers and closers are currently doing inside their businesses to adapt and change the worst of time 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?
Frequently Asked Questions
Frequently Asked Questions
What are the dates for the Investment Strategies LIVE?
The virtual event will take place on 5 - 7 December 2025 . Access to the event is by ticket only and links to each session will be sent out prior to each session.
Who is the Investment Strategies Breakthrough Challenge LIVE 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 event TOT...
“BUT WHAT IF I AM NEW OR SLOW LEARNER? IS FINANCIAL PLANNING TOO DIFFICULT FOR ME ?”
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.
“BUT WHAT IF I AM NEW OR SLOW LEARNER? IS FINANCIAL PLANNING TOO DIFFICULT FOR ME ?”
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.
“WHAT IF I DON'T HAVE THE MARKET?”
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
“WHAT IF I DON'T HAVE THE MARKET?”
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
“WHAT IF I ALREADY HAVE AN EXISTING SALES PROCESS. DO I NEED TO UNLEARN AND RELEARN?”
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.
“WHAT IF I ALREADY HAVE AN EXISTING SALES PROCESS. DO I NEED TO UNLEARN AND RELEARN?”
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.
Can I bring a spouse or business partner?
Absolutely! Every ticket holder will receive access links to the live sessions, which means we can’t control who’s sitting next to you while you watch. So if you have a business partner, spouse, kid, or dog that wants to watch with you, please feel free to bring them along!
What do I need to bring?
You just need to BRING IT. Come ready to learn, come with an open mind and good attitude… and let Gan take care of the rest.
Will the replays be available?
No, there will be no replays.
Have other questions? Contact support directly at [email protected]