ATTN: FINANCIAL CONSULTANTS & MANAGERS
FREE EBOOK: SYSTEMATIC SUCCESS
How Financial Consultants Can Consistently Secure Leads, Appointments, Clients and Referrals So That They Hit Year-End Targets Without Slogging Until 31st December
REQUEST MY COPY
ENTER YOUR CONTACT INFO BELOW TO RECEIVE A COPY VIA WHATSAPP
Due to industry regulations, this opportunity is only open to Singaporeans or PRs aged 21 and above, with at least an A-level or diploma certification.
4 REASONS WHY Q4 “FINAL SPRINT” CHALLENGES DO MORE HARM THAN GOOD FOR FINANCIAL CONSULTANTS
(And What You Can Do Instead to Clear MDRT/COT/TOT in 2024)
Imagine it’s 31st Dec 2024, and you’re staring at the final report for the year. You’ve narrowly missed your targets again.
You think back to the countless late nights, and endless chasing of prospects. The cases you were counting on to push you over the line fell through at the last minute.
You can’t help but feel a pang of regret, wondering, “What could I have done differently?”
Q3 and Q4 every year are always a whirlwind.
With the holiday season looming, both clients and consultants are preoccupied, creating a high-pressure environment that leaves little room for error.
The urgency to clear MDRT/COT/TOT becomes all-consuming.
This period, which should be a time of rest and reward, instead becomes a season of stress and near-misses.
Reflecting on previous years, you recognise a pattern.
You were so focused on immediate targets that long-term strategies were neglected. The reliance on last-minute pushes and a lack of a structured approach led to missed opportunities and stagnation.
Many firms try to salvage Q4 with “Final Sprint” challenges.
They often fall short for several reasons.
#1: Timing
By Q4, the window for building client relationships has narrowed. Pushing for sales quickly can seem desperate and insincere.
#2 Increased Stress
The pressure to meet targets fast can cause burnout. Additional stress can further reduce productivity and morale.
#3 Sacrifice of Quality Time
These sprints often require sacrificing time with loved ones during the festive season. Missing personal moments and rest can outweigh any short-term gains.
#4 Managerial Burden
As a manager (if you’re one), you spend extra hours overseeing these programs instead of enjoying the season. This sacrifices your well-being and adds stress to the team.
Our Q3 Q4 guide is here to change that.
Imagine clearing your MDRT well before year-end and flying off for vacation.
Imagine a structured approach that ensures sustainable growth without last-minute panic.
Equip yourself with advanced client acquisition techniques to achieve your targets smoothly. By the end of this guide, you’ll have the tools and strategies to thrive amidst the year-end hustle.
Download “Systematic Success” Today. Don’t Wait Till Q4 And Start Stressing.
REQUEST MY COPY
EXPERIENCE FINANCIAL AND CAREER SUCCESS WITH THE FIRM THAT SETS THE INDUSTRY STANDARD
Step into Excellence: Transform Your Career as a Financial Consultant
Over 20 years of industry experience since 2003.
Track record of tremendous growth, from 20 to over 230 consultants in two decades.
Impressive success rate of over 34% of Vision Advisory’s consultants achieving MDRT and above since 2021, surpassing the industry average of 6%.
Produced 6 TOT, 9 COT, 65 MDRT achievers in 2023
Exceptional leadership and career progression opportunities, with over 43 leaders produced.
One of the first in the industry to establish an 8-platform system known as V-Pulse, responsible for creating income and career breakthroughs for over 230 consultants, and ensuring sustainable success long-term.
Download “Systematic Success” Today
REQUEST MY COPY