Play Your Way to Win Clients’ Hearts

Master the art of introduction through creating a fun and unforgettable experience. Learn how you can elevate your success in our Masterclass.

Learn More

Play Your Way to Win Clients’ Hearts

Master the art of introduction through creating a fun and unforgettable experience. Learn how you can elevate your success in our Masterclass.

Learn More

Top 4 Reasons Clients Do Not Give Referrals

Tap into your clients’ psyche. Learn proven strategies to continually attract valuable referrals with us!

lack of trust

1

Lack of Trust

Clients may hesitate to refer you if they do not fully trust you or feel uncomfortable.

Advisor Cards - Fear of Straining Relationship

2

Fear of Straining Relationships

Clients might worry that referring you could harm their relationships, especially with those who had a bad experience.

multiple advisers

3

Multiple Advisers

Clients often have several advisers. If another is more impressive, they might not refer you.

fear of being sold

4

Fear of Being Sold To

Clients may avoid referring others if they fear they will only receive a hard sell. Thus, they will refer only ready buyers.

ABOUT

What Are Adviser Cards?

The Adviser Cards Internalisation Mastery (ACIM) programme is designed to help you PLAY YOUR WAY TO SUCCESS. These cards are your secret weapon for overcoming the challenges of consistently generating leads through a powerful system. You will learn how to effectively use them through PLAY and boost your success in attracting valuable client opportunities.

Benefits of attending this programme

Increased Confidence

Increased Productivity

Increased Returns

REFERRALS VS INTRODUCTIONS

Understanding The Key Distinction

REFERRAL

Pick phone to Call

You are interested

You want to give advice

INTRODUCTION

Pick phone to answer

People are interested

People want your advice

PARTICIPANT

Who Should Attend?

If you relate to any of these, you need to attend the programme. This isn’t just another programme but a game-changer for financial advisers seeking to drive success by refining your lead generation strategies, ultimately elevating your career.

business growth
business growth icon

Financial Advisers Who Want Massive Growth

financial advisers growth curve
growth curve icon

Financial Advisers Who Want To Achieve Their MDRT fast

brand loyalty
brand loyalty icon

Financial Advisers Who Want To Build A Referral business

OPTIMISE LEARNING

How to Maximise Your Learning?

To truly make the most of your learning experience and get the most value out of our session, follow these helpful tips:

Master Financial Adviser Sales - Be Punctual and Stay Throughout
be punctual icon

Be Punctual And Stay Throughout

pen and paper most value picture
pen and paper icon

Pen And Paper Help You Learn Better

Networking Mastery for Financial Advisers
bring a friend icon

Bring A Friend To Exchange Ideas After The Class

TESTIMONIALS

Our Happy Clients

I generally don’t attend many of these types of workshops, but my instinct told me that this can be breakthrough for me! I spent incredible 3 days with peers & adviser team, and I highly recommend this workshop! I earned a lifetime gift (adviser cards), to keep sharing & giving.
Placeholder Image
Cheah Li Ching (COT)
AIA
Before this workshop, I had so much limiting beliefs that hindered my personal & professional growth. Coach James helped me to identify these and show me ways to overcome them. The workshop that I attended had to be the best gift to myself this year. I was looking for that breakthrough and I am happy to announced that I obtained it.
Placeholder Image
Jarrod Tjo (MDRT)
AIA

ABOUT THE TEAM

Meet The Experts Behind Your Success

Adviser Card - Trendsetter Team

OUR COMMUNITY

Hear From Our Community

Delonn
Financial Adviser

Court of The Table (COT)

Lex
Financial Adviser

Top Wealth Director

Dominic
Financial Adviser

Play Your Way To Success

Create the Experience that Makes Everyone Smile Complimentary 60 minutes programme preview and experience the Adviser Cards yourself.

Book a session to PLAY with us

JustCo - The Centrepoint

events

Sign up for Preview to Experience Getting Introduction Through PLAY!

Sign up now and boost your connections.

    WhatsApp