FREE 60-MIN WEBINAR FOR FINANCIAL CONSULTANTS

Grow Without Chasing:
Generating High-Quality Leads & Building Higher-Value Client Relationships

Still spending too much time chasing prospects? Learn how to attract quality leads through meaningful conversations, not cold prospecting.

 

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Register FREE*

WHAT YOU WILL LEARN

In this session, you'll learn how to attract quality leads and build higher-value client relationships through meaningful conversations, not cold prospecting.

Build Trust Before You Pitch: Become the Adviser Prospects Come To


Most prospects don't ignore you because your advice is weak. They ignore you because they don't know you yet. Learn practical ways to build credibility so people reach out to you first.

Generate Referrals and Quality Leads Without the Chase



Stop relying on cold calls and follow-ups that go nowhere. Discover how to turn existing relationships into a steady flow of referrals and better-fit leads.

Uncover Bigger Planning Opportunities in Every Conversation



Learn how to identify client needs and open more meaningful financial conversations. See how GoalsMapper helps you deepen engagement and spot larger planning opportunities.

ABOUT THE SPEAKER

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.

 

FREE 60-min Training?!

Yes.

At Adviser Playschool, we believe in empowering financial consultants like you by sharing knowledge and fostering growth. We understand that the landscape of financial advisory is constantly evolving, and staying ahead requires access to the latest strategies and insights.

Thanks to partners like GoalsMapper, we are offering this training for free to reach a broader audience, helping more professionals like you overcome the common challenge of client objections.

This is our way of giving back to the community that has been instrumental in shaping the industry's success.

We're confident that the insights and techniques shared will not only enhance your professional skills but also ignite a passion for excellence in your practice.

Consider this webinar as an investment in your future, on us, because when you grow and succeed, we all move forward together.

Register for the FREE Webinar*

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* Terms and Conditions

This training replay is hosted by Adviser Playschool, in collaboration with GoalsMapper. By registering, I understand and agree that I will receive updates on the event.

I understand and agree that Adviser Playschool and/or GoalsMapper may send me information based on the details that I've provided, including (but not limited to) information on the event, offers, promotions and information about goods and services.

I understand that I am able to opt out of receiving the above information by informing Adviser Playschool and/or GoalsMapper.

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