Impacting lives in the financial advisory sector
Supplying financial advisors with the help they need to skyrocket their career.
Are You?
(Maybe a video from Wilson explaining the common hardships advisors or future recruits are going through)
Finding yourself…
Unable to keep up with the ever-changing financial landscape?
Lacking referral and client management strategies?
Feeling overwhelmed/burnt out?
Struggling to…
Manage client expectations?
Maintain your own operations?
Find your unique value proposition?
Increase your revenue and profits?
Considering…
A mid-career switch?
A new work environment?
A transition from banker/insurance agent to financial advisor?
What I offer
(short video from wilson stating what is offered under coaching/joining the team)
Coaching and mentorship
Weekly training
Exclusive strategies and guides
Online and offline support groups
Courses Offered
Learning from the best in the industry and from my own personal decade of experience, here’s a few curated courses that will help you take your advisory career to the next level.
Time Management
Learn how to distribute and handle your time the right way. From non-negotiables to meeting plans, find out how to make the most out of your time.
Referral Asking
How do you ask? When should you ask? Who should you ask?
Find the answers to these questions and more here.
Following Up
When should you follow up on clients and cases? How do you follow up on them? Learn the strategies here.
Operation Systems
Stressful project experiences don't create happy clients. Streamline your operating systems to give the best service to your clients. Discover how here.
Coping With The Job
Feeling overwhelmed? Feeling stressed out? Learn tactics on how to manage those negative feelings and channel them for success.
The Art of Sales on Whatsapp
Hop on the latest and hottest sales tactic. Cold calls no more! Learn how to make use of this messaging app to increase your sales.
Presentation Sales Keys
What do you need for the perfect presentation? What are the sales keys to deliver the perfect pitch? Discover them here.
Objection Handling
What can you do if clients say no? What should you do if clients say no? Learn how to manage objections here and turn them into opportunities:
About Me
My name is Wilson Lee. I’m an Associate Financial Services Director with one of the largest financial advisory firms in Singapore and I’ve garnered multiple awards by putting into practice several tips and tricks from both personal and corporate financial advisory fronts over the years.
With a decade of experience, along with the strategies and expertise of hitting MDRT consecutively the past four years. I help guide others to reach the same level of success and beyond.
Financial Advisory Awards
• Million Dollar Round Table (MDRT) 2018,2019,2020
• iFAST Top Producers 2016,2017
Banking Awards (Bancassurance)
• Grand Summit Club - Top Overall Sales 2014
• Elite Club – Top Sales Achiever 2013
• Top New Financial Service Consultant 2012
Education
The Institute of Banking and Finance
IBF Qualified (IBFQ) Since 2016
Financial Planning Association of Singapore
Associate Financial Planner (AFP) Since 2016
Singapore University of Social Science
BA (Hons)
Testimonials
Feel free to reach out!
“Planning is bringing the future into the present so that you can do something about it now.”