Melissa: Achieved 2 MDRT Without Cold Calls, Roadshows, Social Media Or Referrals

Company: GEFA

Industry Experience (First joined) : 1 Year

Background

Before Mel joined us, she was already an MDRT achiever in her first year. However, she felt that the way she conducted her sales was still all over the place, based on "feelings" and very much dependent on the flow of the conversation. While she was naturally an individual that is well liked and trusted, she didn't want to rely on that but rather operate from a place of professionalism, systems and structure.

The Process

We dived deep into her daily activities and her sales proccesses. Afterwhich, we came up with a structure on she can systemise her sales and prospecting process, knowing exactly what to say, the flow of questions to ask so that she knows with certainty, the kind of results she can expect from it.

Because of the structure, she achieved a whole new level of certainty and peace... even though she's a lot of more busy with the additional appointments and referrals.

The Results

As a combination of our guidance and Mel's effort, she doubled her MDRT count in the same year.

And to quote Mel, "... I just feel like I'm in a better place with AAS".

Padrick: $30,000 to $200,000 FYC In 12 Months

Background

Padrick was a young advisor who was barely 6 months in the industry when he first joined us. Back then, he was averaging $4000 in commissions every single month, and set his eyes on achieving MDRT by the end of the year. The “magic” equation he had in mind was: More Leads = More Appointments = More Sales, and thought that all he needed was to get more leads.

However, when the Covid situation in Singapore didn't seem to be improving, his leads started to slow down and he was starting to get worried. 

The Results

With the structured sales process, Padrick increased his closing ratio by 20-30%. He even went on to achieve over $200k FYC in less than 12 months!

Zack: Went From PA Plan To First MDRT In 7 Months

Background

Zack came across us through instagram and reached out after watching some of our content. - He is a seasoned advisor and he did great, grossing slightly over $150,000 Premiums the previous year. 

The biggest challenge however, was that he lacked a predictable and systematic method of attracting and getting new clients. As a result, there was a lot of uncertainty in appointments, income and cash flow. 

When the covid situation happened, alongside with two months locked down, he struggled and only managed to close a personal accident plan in the first four months of the year.

The Results

He went from a personal accident plan to $75,000 premiums in four months and hit his MDRT for the first time after 5 years. 

Because of the processes and systems established, he is working even lesser hours but getting more production. His confidence grew and 4x his investments with us. 

Zack has now focused on delivering top notch financial planning services to his existing clients whilst using our systems, scripts and processes to attract more passive leads, referrals for his advisory business.

Ashley: $64,000 in 6 Months At The Age Of 23

Company: Prudential

Industry Experience (First joined) : 1.5 years 

Background

Ashley is a young lady who is passionate about financial planning and joined the industry, hoping to help more people. However, after 6 months in, she feels dejected, lost and has low confidence because of the constant rejections from others.

Ashley had previously bought leads from marketing agencies to boost her production and acquire more clients. After a few months of doing it, she feels that it’s very draining, unsustainable due to the poor quality of leads and became way too expensive to the point where Ashley was losing not only money but also time.

Immediately after joining the program, Ashley put her nose into the work and implemented everything from the coaching calls and training.

This allowed her to build her own social media prospecting system, knowing exactly what and when to post that works effectively to attract the right clients, which was the exact thing that she wanted. Prior to this, she has a lot of fear, and has not been using social media for the last four years.

We also drew up a strategy roadmap for her, which gave the exact resources and direction to build her advisory business in the most efficient manner.

With our coaching calls, community of advisors and a supportive team that we have, she became a very strong and confident advisor, with no issues when approaching her friends or even cold prospects. Her prospects sensed her confidence and were comfortable with her recommendations, resulting in a higher conversion ratio.

The Results

As a result of Ashley’s consistent and diligent actions, she had more than 10 appointments & enquiries which are passive in nature - “Ready To Buy Prospects”.

What's more staggering was that she earned close to $64,000 in a total of 6 months inside our program, and a breakthrough of having two five figure months at age of 23! This was not an easy feat, given that most of her network are still university undergraduates.

She now even has a lead nurturing machine which allowed her to reach out to more people and keep top of mind in the most efficient way, to provide a source of passive enquiries to her.

Spencer: $0 to $150,000 In Under Twelve Months While Taking Care Of Two Kids

Background

Not only did Spencer quit his previous job of 10 years to join the industry, but he is also a dad of two amazing daughters. At that point in time, he have a family to feed, and therefore, he felt a pressing need to make it work, to earn the money, and provide a better living for his family without worrying.

Prior to joining Authentic Advisory Systems (previously known as 2xYC), he was in another program but he felt that it wasn’t relatable and there wasn’t much value to what he wanted to do.

The Process

The Results

Spencer also had more confidence in asking for referrals, approaching his warm without any form of shame or guilt, and within 6 months, he hit his company award (Prudential Starclub) and took home almost a good $7k/month in income, which was almost 2x his previous job’s income.

The best part? Spencer had the luxury of time to spend his with their daughters and wife, and being the best version of a dad, and husband that he can be.

Yixin: $0 to $50,000 Premiums in 4 Months While Being Happier

Company: Prudential

Industry Experience (First joined) : 1 year 

Background

Yixin responded to our instagram message and advertisements and she came as someone who was already producing decent results, and went on to achieve her MDRT within a couple of months with us.

While she was an amazing advisor that had her prospects and clients’ interests at heart, her consistency in generating leads was off the mark. She was able to connect and get a few appointments from her friends and existing, a little bit of here and there - but nothing that was predictable and certain.

Prior to this, Yixin had gone for other courses and workshops but it just didn’t suit her style of working and the lack of touch points as these workshops were usually only a 3 or 4 day stint.

In addition, her real problem with the advisory business is that it was unorganised and her cases seem to come in by “luck” and “random”, due to low productivity and feeling demoralised easily.

The Process

We organised and tidied up her sales process, giving her structure and thereby more predictability in her closing conversions, rather than a “See how the conversation goes” method.

With her action taking mindset, we helped her achieve more referrals. We intentionally installed a referral process into her sales process, and got at least 2 referrals from each appointment without the prospect buying anything.

On the coaching call, we kept her accountable and she also received harsh but factual truths on her efforts in carrying out the prospecting activities that were taught to her. She learned from it, picked it up and the rest was history.

By shifting her mindset from “closing” someone to “qualifying and serving”, she’s enjoying her appointments, getting tremendous fulfillment and being happy.

Yixin to date have closed more than $50,000 premiums within four months of joining our program while being happier and purposeful in her appointments.

Yixin feels more certain of the goals that she set for herself because she knows exactly what needs to be done to get there.

Her social media on instagram specifically have also been giving her appointments, both casual and insurance related which adds as a booster to her current method of prospecting.

Yew Kit: $100,000 FYC In 10 Months

Company: Great Eastern FA, Advisors' Clique

Industry Experience (First joined) : 1 year 

Background

Yew kit reached out to us for help in his business via Instagram after seeing we have been doing.

His first year in the business was shaky and faced a lot of rejections from prospects, and many ghosted on him after that. He felt jaded, pushed back and faced a ton of resistance even from his clients as well.

The Process

After we went on our coaching calls, we realised that the way he texted his prospects was blunt and wasn’t primed enough to frame his prospect strongly to get an appointment. We nailed down a lot on his messaging, tweaked his sales process and further transformed the way he conducted his business.

The Results

With his hard work ethic and diligence, Jett produced his entire last year’s commissions in just 6 months after joining us.

What was crazy is that Jett also cleared his MDRT in 6 months, despite the entire Covid-19 and lock down happening in Singapore, and finished strong with a strong $100k in commissions in 2020.

Jasper: $25,000 To $55,000 Commissions In 6 Months 

Company: Great Eastern

Industry Experience (First joined) : 4 years 

Background

When we first met Jasper, he didn’t know how to brand himself and differentiate himself so that he could stand out from other advisors. One of his biggest challenge was that he wasn’t able to attract the right kind of prospects that he could actually close (in fact some of those prospects that were coming to him were skeptical about financial planning and weren’t interested to buy in the first place).

He also felt that even though what his agency was sharing with him was good, it wasn’t the most applicable for him and the stage of advisory business he was in.

The Process

When Jasper joined us, we immediately taught him how to exactly brand himself such that he would be able to attract people that are a right fit to work with him. On top of that, we also helped him break down what made him different from other advisors and how he could leverage that to stand apart from the sea of advisors out there in the market.

In addition, we guided Jasper to establish a business structure which enabled him to pinpoint exactly which are the areas he has to tweak and improve on.

The Results

With a business structure and his new-found ability to differentiate and brand himself, Jasper started attracting more people that were a right fit for him and increased his closing ratio significantly.

As a result, he more than doubled his commissions from $25,000 to $55,000!

Levinson: From $5,000 to Two MDRTs in 1 Year

Company: Manulife FA

Industry Experience (First joined) : 6 months

Background

When Levinson met us through an Instagram outreach message by us, he had difficulties prospecting, and had to rely on cold calling. He had a few warm prospects here and there but was clueless about how to reach out to more in an effective manner. The key problem here is that not many know that he is working in the industry, and nor do they know that he is good at what he does.

After 6 months in the industry, he struggled to earn $5000 in commissions, and less than 20 clients. He had bills to pay and he was even considering going back to Foodpanda to supplement his income as he was fearful of not being able to earn more money.

He was considering it hard before joining us because he was worried about his future cash flow but he took a leap of faith and the rest was history.

The Process

The first thing we did was to get him to optimise his social media profile so that he can leverage both Instagram and Facebook to market himself out there and attract the right people. Within a few days, he got a few interests and closed two appointments from instagram. What was surprising about this was that he only had 223 followers back then!

His online presence reinforced his offline, where his friends raise up the topic of financial planning even during casual meetups, enabling him to open up cases from there.

On our coaching calls, he learned the fundamentals of positioning himself as an advisor on social media and more importantly, during the appointment itself. This thereby enabled him to carry out his appointment just like a doctor, with high closing conversion and minimal objections.

The Results

His business shifted from one that was hunting to one that was consistently receiving passive leads and referrals from his clients, as well as from his social media.

He also achieved his MDRT in just 5 months after joining us, going from $5000 FYC to almost $80,000 FYC. Because of his diligence, hard work and drive, he also went on to clear ANOTHER MDRT in the first quarter of 2021.

His wife was happy and mentioned that he made the right decision to invest and work with us one year ago.

Deon: $78 To More Than $200,000 In Income in 9 Months

Company: Great Eastern

Industry Experience (First joined) : 4 years

Background

The Process

After going through multiple coaching calls, we identified that Deon’s business needed a clearer system and leverage, with a better way of getting his clients, all while managing his team.

We realigned his existing prospecting methods and refined it, including grabbing the lowest hanging fruit of servicing his existing clients and attaining referrals.

Due to the very fact that he lacks time, Deon needed leverage on his time and efforts. We gave him tools to kickstart his social media presence to expand his outreach as well as establishing a referral process in his sales.

The Results

Deon received more than 10 passive leads from social media, which he had never gotten any previously. He also started to get minimally 3 - 5 referrals for almost every appointment that he goes for.

In just 3 months, he produced more than $14,000 of commissions, while managing his team as a new manager, and enroute to clearing his MDRT.