Chris Chan

Referral Revolution Masterclass

Synopsis

Sales success is rarely limited by closing skills. It is limited by inconsistent prospect flow. Many advisors exhaust themselves chasing leads through cold calls, events, and endless filtering, yet still struggle to secure quality appointments. This session reframes prospecting entirely by solving the first and most critical step in sales. Instead of pushing harder, participants learn how to attract warmer, pre-qualified prospects through a structured referral ecosystem. Built from real agency results, this masterclass reveals how to shorten sales cycles, increase conversion rates, and develop lifelong clients. When prospecting becomes effortless, confidence rises, performance stabilizes, and growth becomes inevitable rather than forced.

Target Audience

Financial advisors and insurance professionals seeking consistent prospect flow without cold calling. Agency leaders who want scalable prospecting systems that multiply team productivity sustainably.

Key Benefits

Prospecting becomes leverage: Participants realize sales growth depends on systemized prospect attraction, not effort or volume, allowing them to scale results with clarity, confidence, and far less emotional resistance. From pressure to ease: Participants feel calmer, more confident, and less desperate about prospecting because they finally have a reliable method that removes rejection anxiety and constant lead scarcity. Build referral systems intentionally: Participants apply structured referral conversations immediately, redesign prospecting routines, and shift daily activity toward high-pro

S.A.L.T. Programme: Strategic Agency Leader’s Training

Synopsis

Success in agency leadership is rarely about effort alone. Many leaders work harder every year yet struggle with weak recruitment, inconsistent productivity, and rising attrition. Growth stalls not from lack of ambition, but from missing systems. Drawing from real agency turnaround experience, this programme reframes leadership from managing activities to building structured practices that scale. Participants learn how referral-based recruitment, effective coaching, data-driven productivity, and intentional culture work together as one ecosystem. Instead of chasing short-term results, leaders develop agencies that attract the right people, help consultants succeed early, and retain talent long-term. This programme provides clarity, structure, and confidence to lead with consistency and purpose.

Target Audience

Agency leaders, managers, and directors seeking to scale recruitment, productivity, and retention. Emerging leaders preparing to transition from individual production into structured agency leadership.

Key Benefits

Leadership is system-driven:Leaders realise agency growth depends on structured processes rather than personal charisma, allowing consistent recruitment, predictable productivity, and sustainable expansion without constant firefighting or burnout. Confident and in control: Participants feel calmer and more assured as clarity replaces overwhelm, knowing they possess tested frameworks to handle recruitment, productivity challenges, and team issues systematically. Implement structured agency systems: Leaders immediately begin refining recruitment processes, coaching structures, activity tracking, and cultural practices that create measurable improvements across recruitment, performance, and retention.

Influential Selling For Premier Bankers

Synopsis

Clients today are more informed, cautious, and selective than ever before. Traditional product pitching no longer builds trust or loyalty, especially among affluent clients. This masterclass reframes selling as insight-driven education rather than persuasion. Participants learn how to lead conversations that expand client thinking, create genuine choice, and position the banker as a trusted advisor. Through proven scripts, real case examples, and practical frameworks, this session shows how to open and close larger cases with confidence while preserving credibility. The focus is not aggressive selling, but ethical influence that strengthens relationships, drives repeat business, and delivers consistent results year after year.

Target Audience

Premier bankers managing affluent and high-net-worth client portfolios. Relationship managers seeking stronger influence and higher conversion rates.

Key Benefits

Selling is guiding: Participants realise influence comes from education and clarity, not pressure or persuasion. Confident and credible: They feel assured leading conversations with affluent clients and handling complex decisions calmly. Execute ethical influence: Participants apply insight-led scripts, guide decisions confidently, and close cases faster.

Glory To Greatness

Synopsis

The second half of the year often brings a familiar frustration for many producers. Goals are set with excitement, yet progress falls behind, momentum fades, and self-belief erodes. This session confronts that reality directly. Instead of dwelling on setbacks, participants are guided to reconnect with their purpose, face performance gaps honestly, and take decisive action. Through practical strategies and mindset recalibration, this keynote shows how to harvest immediate opportunities, re-engage existing prospects, and close cases faster with confidence. The focus is not on working harder blindly, but on working smarter with urgency, discipline, and commitment to transform shortfalls into year-end breakthroughs.

Target Audience

Financial advisors and producers behind their year-end targets. Sales professionals seeking a strong final-quarter breakthrough.

Key Benefits

Urgency drives achievement: Participants realise that consistent urgency and clarity matter more than waiting for perfect conditions. Re-energised and focused: They feel motivated, confident, and mentally ready to execute a strong final sprint. Execute decisive follow-ups: Participants actively re-engage prospects, close gaps, and commit to daily execution.