FREE TRAINING FOR FINANCIAL CONSULTANTS
Turn Mortgage Conversations Into Prospecting Opportunities
Hosted by Adrian Jeffferson, Property Portfolio Financial Strategist and June Mok, Head of Saled GoalsMapper
Space is limited. Reserve your spot now.
What You’ll Learn in This Training
✔ How to turn mortgage discussions into natural prospecting conversations
✔ The common mistakes advisors make when discussing mortgage planning
✔ How to uncover deeper financial planning opportunities from housing conversations
✔ Ways to position yourself as a trusted advisor instead of just another salesperson
✔ Practical prospecting strategies you can apply immediately with prospects and clients
✔ How integrated planning tools can support better client conversations
About the Speaker
Adrian Jefferson
- 17 years of Mortgage Advisory experience both in Residential and Commercial mortgagesÂ
- Personally advised more than 4,500 individuals and companies on their mortgage portfolio amounting to about $1.8B (Including 3 billionaires)
- Highly sought after mortgage speaker in both the Real Estate and Financial Services Industry
- Trained over 2,500Â Financial and Real Estate Practitioners
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 mins 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.
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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.
