Raymond Lim
Expert in entrepreneurship and agency building
Mentored 65+ agency managers; conquered $186K debt
Speaking Topics
Four Pillar Framework: Win With Recruitment, Productivity, Training, And Retention
Leadership and Human Capital DevelopmentSynopsis
Leadership in insurance becomes challenging when recruitment slows, productivity stagnates, and teams lack structure. Many young or newly promoted managers inherit problems they were never trained to solve, creating overwhelm and uncertainty. Real agency growth requires a clear system that attracts the right people, builds their skills, and keeps them committed long enough to succeed. This keynote reveals the Four Pillar Framework that transforms struggling teams into high-performing ones through recruitment clarity, productivity systems, structured training, and retention strategies. Leaders will discover the practical tools, mindset shifts, and processes required to build a stronger, more capable, and future-ready agency.
Target Audience
Newly promoted managers and young leaders seeking systems to build a stronger team. Managers-to-be preparing to lead teams and drive agency growth effectively.
Key Benefits
Leaders solve root problems: Participants shift from reactive firefighting to developing systems that address recruitment, productivity, training, and retention proactively, enabling consistent agency progress and long-term scalability. Confident and empowered: Leaders feel clear, structured, and capable of coaching agents effectively, guiding growth, and managing challenges with calm confidence rather than stress or overwhelm. Apply four pillars daily: Participants begin implementing recruitment scripts, productivity reviews, structured training, and retention strategies. These actions strengthen team performance and build a stable, loyal agency.
Outline
3 Big Cases to End the Year: Estate Planning Strategies that Unlock Trust, Value, and Bigger Case Opportunities.
Sales, Marketing and Customer ExperienceSynopsis
Clients today are seeking clarity, security, and long-term legacy protection, yet many financial consultants struggle to translate estate-planning conversations into meaningful, high-value engagements. This session reveals how estate planning, when presented correctly, becomes a powerful advisory tool that attracts trust, deepens relationships, and naturally expands case sizes. Through structured approaches, practical scripts, and real client scenarios, participants learn how to identify estate gaps, communicate value clearly, and position insurance as a strategic wealth-creation and preservation solution. Consultants will walk away with a repeatable method to close bigger cases, deliver real client impact, and end the year with strong momentum.
Target Audience
Financial consultants seeking to expand into larger, more sophisticated case planning through estate strategies. Experienced advisors aiming to deepen client trust and close premium cases consistently.
Key Benefits
Legacy-first advisory mindset: Consultants will expand their thinking from product-focused recommendations to long-term legacy solutions, enabling deeper client impact and naturally larger case sizes through estate-planning conversations. Confident in bigger cases: They will feel equipped, credible, and grounded when discussing wealth creation, estate gaps, and high-value planning strategies, eliminating hesitation around approaching premium solutions. Purposeful estate-driven actions: They will immediately apply structured estate reviews, use clearer presentation systems, and convert insights into insurance opportunities that drive stronger year-end production.
Outline
Win More with Younger and Stronger Leaders
Leadership and Human Capital DevelopmentSynopsis
Growing an agency requires more than hard work. It demands the ability to identify leaders early, multiply their strengths, and build a structure that inspires younger talent to rise. This keynote reveals how a former underperformer from a low-income background discovered DISC and the Enneagram, transformed his identity, and became a young manager who produced quantum leaps in his team. Leaders learn how to recruit faster, build confidence in young advisors, and create vision-driven structures that attract the next generation. In this session, you will discover how to develop younger, stronger leaders and increase your headcount by twenty five percent.
Target Audience
Agency leaders who want stronger team growth and faster recruitment results. Managers seeking to identify and develop younger leaders to build high-performing teams.
Key Benefits
Leadership is multiplication: Participants learn that true leadership begins when they build leaders, not followers. This mindset helps them focus on identifying potential and empowering others to grow the agency with them. Inspired to recruit faster: Leaders feel renewed confidence knowing they can attract and inspire younger talent. This fuels motivation, purpose, and belief in their ability to grow a strong, energetic team. Apply systems daily: Participants implement recruitment scripts, leadership frameworks, and structured development tools. These daily actions accelerate recruitment, improve leader development, and increase agency headcount predictably.
Outline
Winning Your 2nd Half of Your Game
Sales, Marketing and Customer ExperienceSynopsis
Every agent reaches a turning point where effort alone is no longer enough. Growth begins when you understand yourself, master your strengths, and apply the right systems to win consistently. This keynote reveals how an underperforming agent from a low-income family rewrote his identity, rebuilt his confidence, and created a quantum leap in results after discovering DISC and the Enneagram. Through real stories, proven strategies, and hard-won lessons, agents learn how to attract ideal clients, communicate with authenticity, and sell concepts that convert. In this session, you will discover exactly how to win the second half of your game.
Target Audience
Agents stuck in plateaued production or seeking MDRT-level breakthroughs. New or mid-career agents who need systems, confidence, and clarity to win again.
Key Benefits
Your identity shapes production: Participants understand that performance accelerates when they know their strengths, manage weaknesses, and align actions with their true personality. This insight helps them think strategically about their growth. Rebuilt confidence and certainty: Agents feel emotionally empowered as they shed self-doubt, reclaim self-esteem, and develop belief in their ability to win big again. This creates renewed motivation and energy. Apply systems that scale: Participants begin using Project100, concept-selling scripts, and structured frameworks daily to gain ideal clients, communicate value, and close deals with clarity and consistency.
Outline
Build to Last: Grow Your Million-Dollar Agency and Legacy Leaders
Leadership and Human Capital DevelopmentSynopsis
In today’s volatile market, top agency leaders must do more than sell—they must build. In this dynamic program, Raymond Lim shares his time-tested blueprint for creating Million Dollar Agencies that are built to last. Drawing from two decades of leadership, MDRT-level production, and real-world turnaround stories, Raymond offers practical tools for recruitment, performance tracking, team culture, and leadership duplication. Whether you're scaling an agency or stepping into leadership, this workshop gives you a real roadmap—so you don’t burn out while building up others. Perfect for new, aspiring, and senior leaders ready to lead with clarity, confidence, and conviction.
Target Audience
Agency leaders seeking to scale their teams, recruit effectively, and develop future leaders. Aspiring managers and MDRT-level producers transitioning into leadership roles.
Key Benefits
Leadership is a scalable system: Participants will shift from individual performance thinking to structured leadership thinking—where success is driven by repeatable systems, not just personal charisma. Confident and in control: Leaders will leave feeling grounded, equipped, and optimistic—knowing they have the clarity and tools to lead without burning out. Recruit smarter, delegate faster: They will stop doing everything themselves and instead implement systems for recruitment, delegation, and team tracking that free them to scale.
Outline
Effective Strategies for Client Re-Engagement to Increase Sales
Sales, Marketing and Customer ExperienceSynopsis
Client expectations are evolving faster than ever, and consultants who rely solely on new prospecting often struggle to maintain growth. Re-engagement is now one of the most powerful and overlooked strategies for increasing sales. When clients feel seen, understood, and valued through consistent touchpoints, they naturally open up about new priorities and financial gaps. This keynote provides a proven, structured framework for reconnecting with clients through yearly reviews, proactive updates, and personalised communication that drives relevance and trust. Participants will discover how to transform dormant relationships into active opportunities and convert existing clients into long-term partners, advocates, and high-value cases.
Target Audience
Financial consultants aiming to strengthen relationships and increase sales from existing clients. Agency teams seeking structured client-engagement systems to improve productivity and close bigger cases.
Key Benefits
Relationship-First Mindset: Consultants will shift from transactional selling to long-term client partnership thinking, recognising that sustained engagement unlocks greater trust, stronger relevance, and significantly more opportunities for bigger, recurring sales year after year. Confident and Connected: They will feel more confident reconnecting with clients, assured that they have a structured approach that delivers value, reduces awkwardness, and strengthens bonds without feeling pushy or sales-oriented. Re-Engage With Purpose: Participants will apply the re-engagement system immediately, schedule reviews proactively, communicate updates clearly, personalise client touchpoints, and execute follow-through habits that convert existing clients into consistent sources of new business.
Outline
About
Raymond Lim is a dynamic keynote speaker, business consultant, and entrepreneur with over 20 years of experience in sales leadership and organizational development. As the founder of RL Consultancy and Distinct Professionals Group, Raymond has trained and coached financial advisory professionals across Asia to build profitable, high-performing teams. Known for his practical approach and strong business acumen, he specializes in helping leaders scale their teams, enhance communication, and drive results through structured systems and people development. His programs are tailored to support financial professionals in achieving breakthrough performance while sustaining long-term growth. Raymond has conducted training in Singapore, Malaysia, Indonesia, China, the Philippines, Hong Kong, Thailand, and Africa. Passionate about unlocking leadership potential, Raymond continues to empower individuals and teams to thrive in an increasingly competitive environment.
Unique Selling Point
Award-Winning Agency Builder
Raymond has built multiple Million Dollar Agencies and led top-performing teams across Asia, known for consistent sales excellence and sustainable business growth.
Leadership Development Strategist
With two decades of experience, Raymond mentors financial advisory leaders to build scalable, high-performing teams through structured systems, coaching, and transformational leadership.
Regional Growth Consultant
He delivers business transformation strategies to leaders across Singapore, Malaysia, China, and beyond, helping advisors elevate performance, productivity, and long-term results.
Presentations
Video Presentation
YouTube Video
Photo Gallery
Client Testimonials
The training that you have provided - the knowledge and the passion with which you deliver the content - has been amazing.
On behalf of Prudential Life Ghana, simply saying 'thank you' is not enough. The training that you have provided - the knowledge and the passion with which you deliver the content - has been amazing. We believe that we have learned so much here that we couldn't have learned anywhere else. Moving forward, we will do things differently because of what we have gained from this training, and we sincerely thank you for it! You've done the job with love, not for money, but because it's evident that you're passionate about it. You do it to share and impart your knowledge.
- JANE MINGLE
He design the session to be tailored made to your current situation by analyzing what would be the best appropriate method to approach the problems.
Raymond's coaching session is one of a kind! He design the session to be tailored made to your current situation by analyzing what would be the best appropriate method to approach the problems. More often than not, instead of expecting the direct advise from him, he will probe you through his experiential questioning techniques and eventually you may figure out the solutions to your own problems! This entire thinking process will groom you to the next level of navigating the challenges you may face in the future.
- WILFRED TAY
He is passionate about what he does, positive, enthusiastic, knowledgeable and respectful.
I am very blessed to know Raymond after he was invited to our agency as a guest speaker on 14 Nov 2019. He is passionate about what he does, positive, enthusiastic, knowledgeable and respectful. He is empathetic, genuinely care for me with a desire to see me improve. He gives me clear direction and motivates me to work towards achieving my recruitment goals. He is so willing to share his skills, knowledge, and expertise. He offers support and assists me to implement changes, using open & supportive communication to collaboratively solving my problem faced to achieve my desired goals. I greatly appreciate Raymond, my great coach and mentor.
- CATHERINE WONG
Trusted By
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Speaker Information
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Languages
English