Sarah Lee
Expert in financial advisory and client relationship management
26-time MDRT achiever; TOT in 2023 with 28 years of experience
Speaking Topics
Beyond the Numbers: The Human Impact of Financial Planning
Sales, Marketing and Customer ExperienceSynopsis
“Beyond the Numbers” translates Sarah Lee’s no-selling approach into practical, repeatable behaviors. Advisors learn to shift mindsets, stop pushing products, and help clients convince themselves ethically. The session shows how to map decision ecosystems, ask courageous questions, read hesitation, and communicate with calm authority. Case stories—from universal-life claims to terminal illness—demonstrate showing up when life gets hard, why documentation matters, and how truth builds credibility. Participants practice reverse-pressure language, resistance reframes, and thoughtful follow-up that strengthens relationships and referrals. The result: fewer quotes, deeper conversations, and premium outcomes driven by empathy, competence, and purpose—not sales scripts.
Target Audience
Financial advisors and relationship managers seeking trusted-advisor status with sophisticated clients. Agency leaders developing ethical, repeatable systems for discovery, influence, and follow-up.
Key Benefits
Choose service over pressure Advisors rethink selling as stewardship, prioritizing truth, empathy, and rigorous discovery. They recognize clients buy when they believe—not when pushed—so conversations center on meaning, risks, and consequences clients articulate themselves. Calm confidence under scrutiny Participants feel composed with discerning clients, difficult families, and tense claims. Clarity of process, documentation, and language reduces anxiety, strengthening perceived authority, warmth, and reliability in high-stakes meetings. Listen, question, document relentlessly Advisors map decision networks, ask braver questions, acknowledge resistance early, and memorialize agreements. Follow-ups clarify next steps, timelines, and responsibilities—compounding trust, referrals, and premium outcomes.
Outline
Helping Financial Advisors Excel
Sales, Marketing and Customer ExperienceSynopsis
In a world obsessed with endless lead generation and social media blitzes, this keynote reveals a different path to success for financial advisors. Learn how top producers achieve MDRT, COT, and TOT honors by cultivating a core group of reliable clients—without relying on ultra high-net-worth prospects, cold prospecting, or paid ads. Discover actionable systems for scaling revenue, achieving industry recognition, and maintaining fulfillment in your career, even if you’re introverted or burned out. This session is the blueprint for financial advisors who want to excel by working smarter, not harder, focusing on quality over quantity.
Target Audience
Financial advisors, insurance agents, and consultants
Key Benefits
Advisors will learn how to achieve top industry awards with a focused core group of clients. They will gain new motivation and strategies for maintaining consistency and avoiding burnout. Attendees will discover how to build a fulfilling career with quality clients and minimal cold outreach.
Outline
About
Sarah is a veteran financial consultant whose 28-year career is defined by unwavering dedication and consistent excellence. Joining the industry in 1996, she achieved her first MDRT qualification within four months and has since earned 26 MDRT honors, including 5 Court of the Table and a Top of the Table in 2023. Sarah’s innovative approach centers on nurturing loyal client relationships and building repeat business, rather than relying on high-net-worth clientele or aggressive networking. Her ability to adapt during crises, such as the Asian Financial Crisis and burnout in 2022, has been key to maintaining a continuous MDRT streak for over two decades. Sarah’s legacy includes not only top-tier sales results but also a proven record in team management and a reputation for putting client needs first.
Unique Selling Point
Consistent Top Producer
Sarah’s 28-year career features 26 MDRT qualifications, 5 COT, and a TOT in 2023, reflecting unmatched consistency and excellence in financial advisory.
Repeat Business Strategist
Her unique business model centers on building deep client loyalty, achieving sustainable growth through repeat business rather than high-net-worth targeting or heavy networking.
Resilience Role Model
Sarah’s journey includes overcoming the Asian Financial Crisis and personal burnout, demonstrating adaptability and the power of steady client-focused strategies.
Presentations
Video Presentation
YouTube Video
Client Testimonials
She listens and actively follows up on my financial planning gaps throughout my life stages.
Sarah has been taking care of my financial planning since she joined the industry in 1996. I have seen how she grown from a product seller to a knowledgeable and competent adviser, understand clients’ risk profiles and have their interests at heart. She listens and actively follows up on my financial planning gaps throughout my life stages. We catch up at least 3-4 times every year.
- KURT NG
Director at AXA Financial Services
...she has helped build multiple streams of retirement income so that I can enjoy the carefree retirement lifestyle at this life stage.
The solutions Sarah has put together for me are holistic, covering savings and investments, legacy planning, hospitalization and medical protection. More importantly, she has helped build multiple streams of retirement income so that I can enjoy the carefree retirement lifestyle at this life stage.
- TAN GECK NEO
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Speaker Information
Experience
Contact for details
Speaking Rate
Languages
English