FREE LIVE TRAINING FOR FINANCIAL ADVISORS WHO WANT TO SIMPLIFY CLIENT PLANNING
Turn Client Goals Into Clear Action Plans in 10 Minutes
Hosted by June Mok, helping financial advisors simplify planning and deliver better client outcomes.
Space is limited. Reserve your spot now.
What You’ll Learn in This Training
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In this session, you’ll discover a simple and practical way to turn client goals into clear, actionable plans—without overcomplicating your process.
Turn Client Goals Into Clear Plans
Most clients struggle to move from ideas to action.
Learn how to:
- Structure conversations around real goals
- Translate client intentions into actionable plans
- Guide clients with clarity—not confusion
A Simple Planning Framework You Can Use Immediately
Planning doesn’t have to be complicated.
You’ll discover how to:
- Start planning with just a few key inputs
- Simplify complex financial discussions
- Use a repeatable framework for every client
Help Clients Take Action Faster
Understanding is not enough—clients need to act.
Learn how to:
- Move clients from thinking → decision → action
- Reduce delays and indecision
- Deliver value in less time
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 56-min Training ?!
Yes
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At Adviser Playschool, we’re committed to helping financial advisors stay ahead in an evolving industry.
With the support of partners like GoalsMapper, this training is offered at no cost—so more advisors can access practical strategies to handle client conversations with clarity and confidence.
This is our way of giving back to the community and supporting your growth.
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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.
