Unlock the Power of
Cashflow-Based Financial Planning

Proven strategies to supercharge your sales process with GoalsMapper

Join us for the Cashflow-Based Financial Planning Workshop to elevate your practice and achieve breakthrough results using the GoalsMapper platform.

 

Workshop Details

📅 Date: 13th Feb 2025 (Thu)
⏰ Time: 9:00 AM - 5:00 PM
📍 Location: No 2 Kallang Avenue, CT Hub, #08-05, Singapore 339407

SIGN UP

Unlock the Power of
Cashflow-Based Financial Planning

Proven strategies to supercharge your sales process with GoalsMapper

Join us for the Cashflow-Based Financial Planning Workshop to elevate your practice and achieve breakthrough results using the GoalsMapper platform.

 

Workshop Details

📅 Date: 13th Feb 2025 (Thu)
⏰ Time: 9:00 AM - 5:00 PM
📍 Location: No 2 Kallang Avenue, CT Hub, #08-05, Singapore 339407

SIGN UP
ORGANISED BY:
Leverage the power of GoalsMapper

Workshop Highlights

 

  • Master the Cashflow-Based Sales Process: Learn how to effectively integrate cashflow strategies into your sales approach, ensuring a more holistic financial planning experience for your clients.
  • Advanced Insurance Planning: Explore sophisticated techniques in insurance planning that will help you tailor solutions to meet your clients’ unique needs.
  • Advanced Retirement Planning: Gain insights into advanced retirement planning strategies that will enable you to guide your clients to a secure and comfortable future.
  • Maximize CRM with GM Connect: Discover how to fully leverage GoalsMapper’s CRM features to enhance client relationships and streamline your business processes.

 

Yes, It Really Is Possible!

More cases, higher premiums THROUGH professional, holistic financial planning!

ENROL NOW

Meet Your Trainers

Woo Ying Hui

Ying Hui is a highly experienced finance executive with international experience.

In his career of more than a decade in the financial services sector, he has held pivotal roles, including in a hedge fund and as an investment analyst in a real estate private equity firm in Cambodia.

These positions have equipped him with insights and expertise in the intricacies of global financial markets.



With his deep passion for education and knowledge sharing, Ying Hui holds the professional Certified Financial Planner (CFP) designation and has been a trainer for the CFP certification course to inculcate professionalism and the highest standards of excellence in financial planning.

He attained his Master’s degree in Asset and Wealth Management from Nanyang Technological University, Singapore, after graduating with Honours in Finance and Accounting from the University of Melbourne. He also holds the Advanced Certificate in Training and Assessment from the Institute of Adult Learning, a testament to his dedication to delivering high-quality education and training.

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June Mok

June Mok leads the business development team at award-winning financial planning platform GoalsMapper as the Head of Sales (Singapore). She brings more than 15 years of experience in training, sales, and operations.

June has trained and coached over 1,500 financial consultants. She has helped many of them achieve breakthroughs to MDRT, COT, and TOT by equipping them with practical sales concepts and leveraging GoalsMapper’s innovative technology and digital solutions for holistic financial advisory.

Earning consistent praise for her passion and expertise, she is frequently invited by industry leaders and directors to present at their events, including Flying Start and Final Sprint, and industry conferences such as Asia Advisers Network’s Insurance Inspired, and Plug and Play Investors' Day.

Prior to joining GoalsMapper, June gained extensive experience in the aviation industry, where she managed operations and training for commercial airline pilots. She also handled operations and hosted VVIPs in the private and corporate jet sector, before being headhunted by a UK startup specializing in pilot recruitment.

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Here's what participants say...

 

 

 

“After attending the workshop today, I realised there are so many more ways I can add value to my clients. It also gave me much more confidence in using GoalsMapper to better serve them. I would highly recommend this session!”

 
Mattheus Yeo, Financial Services Manager
 

 

“The workshop was really insightful for me. I learnt that there are GM tools I was not aware of that I can use to effectively communicate with my clients and show them the impact of their financial decisions.”
 
Shayne Teo, Senior Manager

"I highly recommend attending this workshop. I learned many valuable tips and explored a variety of useful GM features."

- Mattheus Yeo

"I like that it’s concise
and engaging. Practical
tips to use GoalsMapper
effectively."

- Rebekah Song

"Discovering different
and new ways of using
features that i’m already
using and features that i
haven’t been using."

- Rachael

This Workshop Is For You If...

  • You are a GoalsMapper user
  • You want to close large premiums with confidence
  • You want to close more cases with ease
  • You want to build unshakeable client trust for long-term success
  • You want to be recognised as an expert with client-centered planning
YES, I WANT IN!

    

  Sign Up Now         

    Cashflow-Based Financial Planning Workshop

 

📅 Date: 13th Feb 2025 (Thu)
⏰ Time: 9:00 AM - 5:00 PM
📍 Location: No 2 Kallang Avenue, CT Hub, #08-05, Singapore 339407

SGD 399

U.P $599

PAYMENT

Special Offer

Register now for just $399 (Usual Price: $599).

Don’t miss this opportunity to gain valuable skills at an exclusive discount!

Secure Your Spot Today!

This workshop is perfect for financial advisers who are serious about growing their business and delivering exceptional value to their clients.

Seats are limited, so act fast to reserve your spot.

 

 

Questions?
Email: [email protected]