Eugene Soo
Expert in estate planning and financial consulting
Featured media expert; authored “Leaving a Legacy of Love”
Speaking Topics
How to Use Estate Planning to Create More Sales Opportunities
Sales, Marketing and Customer ExperienceSynopsis
Estate planning is no longer just about legacy—it’s the ultimate door opener for sales professionals seeking to access affluent markets and increase case sizes. This session reveals how to position estate planning as a high-trust, low-resistance entry point that bypasses the competition and drives organic growth. Attendees will master plug-and-play fact-finding skills, ask confidence-building questions, and deploy education-driven conversations that guide clients to larger solutions. With practical strategies for creating urgency, building authority, and generating quality referrals, this talk offers a blueprint for transforming estate planning from an afterthought to a powerful sales engine.
Target Audience
Financial advisors, insurance agents, agency leaders, and consultants
Key Benefits
Use estate planning to generate organic leads and authority among affluent clients. Master fact-finding techniques to uncover hidden client needs and drive larger-case solutions. Apply three targeted approaches to boost premium size and create urgency through legacy-focused conversations.
Outline
Master How to Serve the HNW Market Using Estate Planning
Sales, Marketing and Customer ExperienceSynopsis
In a financial advisory market crowded with lookalike solutions, the ability to serve high-net-worth clients hinges on delivering deeper, value-added guidance. This workshop, led by expert Eugene Soo, goes beyond theory to provide advisors and leaders with actionable frameworks, live role-plays, and ready-to-use templates. Participants will master the 3Rs of estate planning, learn to uncover hidden assets, and adopt simple systems that turn clients into loyal referrers. With hands-on practice and real-world strategies, attendees will leave empowered to position estate planning as their differentiator—building trust, multiplying business, and dominating their market segment in 2025.
Target Audience
Financial advisors, agency leaders, and consultants
Key Benefits
Master the 3Rs framework to make estate planning your sales edge. Gain skill in probing for full asset disclosure and client needs. Implement systems to turn clients into active referrers and advocates.
Outline
About
Eugene is an award-winning estate planning leader with over a decade of hands-on experience, specializing in setting up family and business trusts for high-net-worth clients. Recognized repeatedly as a Top Trust Producer, he integrates estate planning seamlessly with financial advisory to deliver robust, long-term solutions. As a Chartered Financial Consultant and Associate Estate Planning Practitioner, Eugene has trained more than 600 financial consultants through his industry-leading IBF program, equipping them to provide greater value for their clients. He is the author of the first estate planning book written in layman’s terms and is frequently featured on media platforms such as 938 Live, Channel U, and The Sunday Times. Eugene continues to refine practical sales frameworks and share industry insights that elevate both client outcomes and professional standards.
Unique Selling Point
Award-Winning Estate Planning Leader
Eugene has set up over 200 family and business trusts for high-net-worth clients, earning repeated recognition as a Top Trust Producer and industry leader.
Trainer for Financial Consultants
He developed and delivered a successful IBF program, training more than 600 financial consultants to integrate estate planning with insurance for superior advisory outcomes.
On-the-Ground Industry Practitioner
With over a decade of direct client experience, Eugene refines practical sales frameworks and shares them with fellow professionals for greater impact.
Presentations
Video Presentation
YouTube Video
Photo Gallery
Client Testimonials
Eugene’s sharing help to open up new angles which we can tap on especially for new profile of clients.
Eugene’s sharing help to open up new angles which we can tap on especially for new profile of clients. I am glad that I signed up for this!
- KURT NG
Director at AXA Financial Services
I’ve learnt how to integrate Insurance Solutions through Estate Planning angles and I believe this will help a lot in my future prospecting of clients and bring in more cases.
I’ve learnt how to integrate Insurance Solutions through Estate Planning angles and I believe this will help a lot in my future prospecting of clients and bring in more cases. I am glad that I signed up for this!.
- PAULINE LEI
Senior Financial Consultant at Prudential
I have learned how to better prospect my clients through the methods Eugene had taught us!
I have learned how to better prospect my clients through the methods Eugene had taught us! Helps to open up new angles which we can tap on especially for new profile of clients!
- KAIEN
Executive Senior Manager at Great Eastern
Concepts and sharing are eye-opening!
Concepts and sharing are eye-opening! Easy to understand and apply in real life. Very satisfied with the class and the content are excellent! Will strongly recommend this.
- JOVON LEE
Financial Consultant at Prudential
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Speaker Information
Experience
Contact for details
Speaking Rate
Languages
English