
I believe Charles Dickens here says it best:

On one hand, massive opportunities are exploding in our industry.
A major insurer’s CEO just announced that bancassurance cases average 10X the size of agency cases — driven by high-net-worth clients demanding legacy and retirement planning.
But on the other hand, advisors stuck in product selling are struggling and staring at a bleak and shrinking future.
Economists say 50% of jobs will be replaced by automation in 5 years… and low-value roles get cut first.
The truth?
Hard work isn’t enough anymore.
Only those who upgrade their skills and advisory value will survive.
Adapt or get left behind — that’s the new reality.







I’m not talking about just using ChatGPT for financial planning.
That’s kindergarten level.
Don’t get me wrong — it’s a great tool, but it’s only the tip of the iceberg.
What I’m talking about is
Private Wealth Management fused with cutting-edge Fintech
Specifically designed to help anyone — from complete newbies to seasoned MDRTs —
level up their game and attract high-net-worth clients consistently.
This isn’t about scripts.
This isn’t about motivation.
This is about having the full wealth-advisory framework that top advisors use to dominate their market.
We will show you the same strategies used by top private bankers, wealth managers and elite MDRTs…
but simplified, structured, and delivered in a way that’s easy for you to understand and apply immediately.

If you're feeling like you're falling behind in the insurance game, don't lose hope.
There's still time for you to catch up and stay ahead of the curve.
I'm Gan Chin Soon, and I've been in the financial advisory game with 22X MDRT, 8X COT and 6X TOT.
As a Chartered Financial Analyst , CFA and Licensed Financial Planner, RFP, I've coached advisors across Asia,
and I've always been at the forefront of the latest and greatest strategies in our industry.

Think about it — in the early 2000s, those who partnered with bankers and went all-in on MLTA made unbelievable commissions.
Same goes for the advisors who pushed savings plans in 2008, when everyone wanted safe, guaranteed growth…
and don’t even get me started on those who focused on medical upgrades and critical illness planning during COVID, when clients finally realised medical bills is sky-high
When I first spoke about wealth advisory in 2020, most advisors had no idea how to penetrate the High Networth Market.
Since then, I’ve built and refined a system used to close major legacy cases, attract affluent clients, and elevate advisory authority.
And now I’m ready to teach you the very frameworks that set top advisors apart, increase your influence, and drive breakthrough results.

You have Dream clients buying big policies from banks right ? Well, let me tell you, that is just the tip of the iceberg.
The high-net-worth market has exploded in size.
Your Dream Customers want stronger legacy strategies, better investment returns, and smarter inflation-beating options.
They are shifting massive amounts into insurance and managed portfolios across every major bank and advisory channel today.
Yes, every single day.
If you don’t stand out fast, the entire opportunity disappears before you even realise what happened.
The opportunity is enormous.
I dare say this, right now, you’re not fully tapping into this huge market
Imagine having the entire High Networth Strategies Mapped Out- From HNW Prospecting, Expert Positioning, Target Marketing, Portfolio Management Strategies, Legacy Planning Presentations,High Closer Framework, AI Powered Financial Planning at your disposal....What would you do ?

I know this might sound like a pipe dream, but I'll break it down for you in simple terms at our upcoming event.
Just imagine the possibilities - leveraging every strategy you know to bring in the next 5 figure, even 6 figure premiums.
Trust me, you'll be amazed at how quickly you'll grasp the concepts.
Just imagine the possibilities - gaining access to the actual stuff I have done to close $6,545,188 Regular Premiums this year
The unfair advantage is real.
Knowing Private Wealth Management Strategies creates a real unfair advantage to closing big cases
I'm so grateful to have had the education. And I'm confident that with our guidance, you can too.
Your Destiny?
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
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

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

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)

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….

I was like the caterpillar, yearning to be like that butterfly like them one day....

And Success leaves clues
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


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.


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
