About this Event
Most training for financial advisors follows a familiar script. There’s a packed room, a high-energy speaker and a story about hitting the numbers. By the following week everyone is back at their desks wondering who to call.
This session focuses on the mechanics instead: who to go after and where to find them, how to run a first appointment so it ends in a clear decision without anyone feeling pushed, and how to look after the client once they’ve signed. It also shows how those pieces connect into a routine you can run every week.
Most advisors already have the raw skills. They can hold a conversation, explain a plan clearly and build rapport with a client. What’s usually missing is the process that ties those skills together, so that results stop depending on a good week or a lucky referral. Without that process, you learn everything through trial and error, and each lesson tends to cost you a case that went silent or a month that came in thinner than it should have.
A PROCESS YOU CAN RUN EVERY WEEK
This is a hands-on session for practising advisors. It walks through a practical system covering three things: getting in front of the right people consistently, turning first appointments into decisions, and running your week so good results become the norm rather than the exception.
None of it relies on talent or charisma. Every part is a step you can learn, practise and repeat.
WHAT WE’LL COVER
1. GET MORE APPOINTMENTS
- The “first who, then where” principle, and why deciding exactly who you want to serve has to come before deciding where to look
- A clear map of where good prospects actually come from, broken down source by source instead of the usual cold, warm and lead-gen labels
- A simple way to work each source so your calendar stays full, without leaning on the same circle of friends and family
2. CLOSE MORE CASES WITHOUT BEING PUSHY
- The four levels of client-advisor relationship, and how to tell which level you’re at with each prospect
- How to run fact-finding so you uncover what actually matters to the client, which then makes the recommendation feel obvious
- How to bring the first appointment to a clear decision, so it doesn’t drift into “let me think about it”
- The three assurances that help a client say yes with confidence rather than pressure
- A post-sales servicing roadmap that keeps clients engaged and referring long after they sign
3. RUN YOUR PRACTICE LIKE A BUSINESS
- How to start each week with a simple kickoff routine so you know exactly where your effort is going
- A straightforward way to track your own activity and results, so you can see what’s working before the month is over
- How goal setting and regular reviews work together to help you outperform what you thought you were capable of
WHO SHOULD COME
This session is for licensed financial advisors who are already seeing clients, whether you started last year or have been at it for a decade.
You’ll get the most out of it if most of your new business still comes from people you already know, if promising first appointments keep ending without a decision, or if your results swing from month to month and you want something steadier.
WHAT TO EXPECT ON THE DAY
Expect a working session rather than a talk. You’ll see the steps laid out, hear how they play out in real appointments, and have time to ask how they apply to your own clients and market. Bring a notebook, because most people fill several pages.
There’s no cost to attend and nothing to buy. Seating is limited to 20 so the Q&A never feels rushed. Registration closes once the room is full.
EVENT DETAILS
Monday, 2 November 2026
7.45pm to 9.45pm
WeWork @ Funan Mall
109 North Bridge Road, #05-21, Singapore 179097
Free to attend
Limited to 20 seats
Each registration covers one advisor. If a colleague would benefit too, invite them to register their own seat.
To save your seat, register below and we’ll send you the full details ahead of the session.
Event venue & nearby stays
WeWork - Office Space & Coworking, 109 North Bridge Road, Singapore, Singapore
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