Practitioner

Glen Wong

Expert in wealth management and team building

Leads 250 agents; 15+ years of award-winning industry experience

4.8

Hong Kong

English, Mandarin

Speaking Topics

OUTFLY AND UNLEASH

Financial Services and Finance Literature

Synopsis

In today’s competitive sales landscape, success demands more than product knowledge—it requires powerful connection, trust, and the ability to help clients see value at every level. “OUTFLY AND UNLEASH” provides a playbook for mastering closing psychology, upselling with integrity, and creating transformative career breakthroughs. Attendees will learn how to tell persuasive stories, build emotional rapport, and overcome both client objections and internal limitations. With a focus on mindset, strategy, and practical action steps, this session empowers sales professionals to rise above plateaus, close bigger deals, and build a results-driven career that soars beyond expectations.

Target Audience

Sales professionals, insurance agents, financial advisors, and team leaders

Key Benefits

Master storytelling and objection-handling techniques to increase conversion rates with diverse clients. Gain confidence and strategies to upsell and cross-sell, leading clients to larger investments. Identify and break through personal and strategic barriers to reach new sales performance heights.

Outline

Closing Mastery – Adapt Approach to Client Types Master the psychology of closing by tailoring techniques to different personalities and needs. Takeaway: Build trust, handle objections, and drive higher conversions by understanding what truly motivates each client. Bigger Ticket Confidence – Sell More, Serve More Use advanced upselling and cross-selling strategies that create genuine value, not pressure. Takeaway: Help clients see the benefit in bigger investments and develop confidence in presenting high-value solutions. Breakthrough Performance – Crush Barriers and Level Up Identify internal and external obstacles holding you back and adopt practical habits to overcome them. Takeaway: Use mindset shifts, time management, and daily priorities to achieve consistent, breakthrough sales results.

About

Glen is a seasoned wealth management leader with over 15 years of industry experience and a proven track record of building high-performance teams. Leading a team of 250 advisors, Glen has earned multiple prestigious awards for both leadership and production. His dynamic presentations inspire thousands of professionals around the globe, as he shares actionable strategies that translate into real, measurable results. Known for his engaging delivery and practical approach, Glen equips agents with systems and techniques that can be immediately integrated into daily practice. As both a top producer and a mentor, Glen’s impact extends beyond sales numbers to building sustainable, winning cultures within advisory teams. He remains passionate about elevating the standards of wealth management and team performance across the industry.

Unique Selling Point

Wealth Management Leadership Expert

Glen leads a high-performing team of 250 advisors, sharing proven systems and strategies that drive consistent success in wealth management.

Award-Winning Industry Producer

With over 15 years in the field, Glen has achieved multiple prestigious industry awards and top producer accolades, reflecting a track record of sustained excellence.

Inspirational Global Speaker

Glen’s dynamic presentations have inspired thousands worldwide, equipping professionals with actionable insights to boost sales and team performance immediately.

Presentations

Video Presentation

YouTube Video

Photo Gallery

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Speaker Information

Experience

Contact for details

Speaking Rate

$$$$$

Languages

English, Mandarin