MILLION DOLLAR ADVISOR MASTERCLASS WITH JOSH TAN
About this Event
Have you wondered how to build a sustainable advisory practice and stop chasing sales?
Stuck on how to brand yourself in today's social media world?
Building a successful financial advisory practice is not just about getting more clients all the time. There is a much better way which is to build your investment assets under administration (AUA) systematically.
Join Josh Tan (One of the best known finance youtubers and also a top investment advisors) and Tea Eng Peng (Award winning FA director in Financial Alliance Pte Ltd) for a practical and interactive masterclass designed for financial advisors who want to take their practice to the next level.
What You’ll Learn
1. The Secrets To Scaling AUA & Building A Sustainable Practice
Learn the key principles behind growing AUA consistently without relying solely on short-term sales. Discover how to build a practice that can scale, create recurring opportunities and remain sustainable over the long term.
2. What It Takes Reach High-Net-Worth Investors With Digital Marketing And Acquire Them As Customers
Understand what high-net-worth clients look for beyond products and returns.
Learn how to reach high net worth investors with digital marketing.
Learn how to elevate your approach, build trust, communicate value and develop the capabilities needed to handle more sophisticated investors.
3. Ask Questions & Find Breakthroughs in Your Practice
Bring your biggest challenges, roadblocks and questions.
This is an interactive masterclass where you would be encouraged to ask questions about how to improve your practice, explore what may be holding your growth back and identify potential breakthroughs.
Who Should Attend?
This masterclass is designed for
- new advisors who just joined the industry
- experienced financial advisors looking for a breakthrough
You'd learn how to grow their business sustainably, attract and serve higher-value clients.
Where is it happening?
Event Location & Nearby Stays:
SGD 37.00
