Private Masterclass Waitlist

This private masterclass is designed for advisors who want to move beyond product selling.

It will be a 3-hour, hands-on session designed to help you ask better questions, navigate sensitive conversations with confidence, and create greater value for your clients. The masterclass is priced at $99, and 100% of the proceeds will be donated to charity.

The focus is on how to use estate planning and IUL to facilitate deeper and more meaningful conversations with your clients.

This form helps us understand where you are now, what you're struggling with and whether this masterclass is suitable for you.

It should take around 2 minutes. Let's get started 👇

Section 1: Basic Details

What is your current firm?

What best describes your current role?

Financial Advisor from a FA firm

Financial Services Manager from a FA firm

Tied Agency leader

Relationship Manager / Personal Banker

How many years have you been in financial advisory / wealth management?

More than 10 years

Section 2: Current Practice

Which client segments do you mainly serve today?

Note: These are broad working definitions only. Please select up to 3 closest fit.

Senior Executives / Professionals

Business Owners / Entrepreneurs

Mass Affluent Families / Individuals — clients with savings or investable assets, roughly S$250k to S$1m

High Net Worth Families / Individuals — clients with more complex wealth, legacy, or liquidity needs, usually S$1m+ in investable assets

Pre-retirees / Retirees

Corporate / Employer Groups

What is your biggest challenge in client conversations?

Please select up to 2.

I feel like I am still pushing products too much.

Clients do not open up deeply enough.

Clients say they will think about it but do not act.

I struggle to create urgency without sounding salesy.

I do not know how to bring up estate planning naturally.

I need better conversation frameworks.

I need better follow-up angles after the first meeting.

Section 3: Masterclass Fit

Which sentence best describes you?

I want better conversations, but I do not know where to start.

I already have clients, but I need a deeper planning framework.

I am tired of product comparison conversations.

I want to attract better quality clients.

I want to become more of an educator than a salesperson.

I want to build a long-term authority-led advisory practice.

How serious are you about improve this part of your advisory practice?

Interested but not urgent

Serious, I know this is a gap

Very serious, I want to apply this immediately

I am already actively looking for coaching or training

In your own words, what do you want to take away from this private masterclass?

Thank you for registering your interest!

We will be put you in the waitlist and reach out to you when it's launched.