Category: Resources

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Case Study 4
THE CONFIDENCE

The Situation:

You feel that you need to do something different to set yourself apart from your peers. At the same time, you are lacking confidence to do your job well. You received positive feedback from your family members and warm market when you joined but feel that you need live up to expectations. As a result, your motivations are taking a hit and you really want to work towards achieving MDRT.

The Approach:

Phase 1: We start with a Financial Consultant Business Counselling Session to determine the Present To Future Exploration Of your Insurance Business and Career as well as your Motivations and Aspirations In The Industry.

Phase 2: After Identifying The Problem Statements we move into building Solutions and Activity Engagement. We will then engage you with Insurance Playbook Roadmap based on your strengths, needs and wants.

Phase 3: Monthly Coaching and Mentoring Sessions Are Introduced with Industry Experts Combined With Insurance Buisness and Career  Building Training and Activity while supporting you with Tools , Content and Strategies To Gear You Towards Your Target Clients and Prospects.

Phase 5: Throughout the process, we set targets and milestones that are reviewed quarterly with you to ensure that everyone is aligned towards success and intended goals.

Interested In Building Your Personal Production in Your Insurance Business?

Get Started – Book A Meeting / Consultation

Case Study 3
THE RISE

The Situation:

You feel confused about how to get started and want to engage in recruitment. While you have tried mainstream methods of recruitment and in meetings they say yes to exploring a career with you and your agency, afterwards nothing happens.

You want to discover how you could better approach your candidates and keep them engaged in the recruitment process. While you are building your team , you notice that your Personal Production has taken a hit and you are overwhelmed at handling both.

The Approach:

Phase 1: We start with an Agency Business Counselling Session with the New Agency Leader to determine the Present To Future Exploration Of The Agency Business as well as his Motivations and Aspirations In The Industry.

Phase 2: After Identifying The Problem Statements we move into building Solutions and Activity Engagement. We will then engage the Agency Leader with an Agency Building Insurance Playbook Roadmap based on his strengths, needs and wants.

Phase 3: Monthly Coaching and Mentoring Sessions Are Introduced with Industry Experts Combined With Agency Building and Recruitment Training and Activity while supporting The Agency Leader with Recruitment Events for Potential Candidates.

Phase 4: We engage the Potential Candidates or New Recruits with Insurance Business and Career Counselling Sessions to dive deep into their Concerns, Motivations and Aspirations In The Industry.

Phase 5: Throughout the process, we set targets and milestones that are reviewed quarterly with the Agency Leader and with the Potential Candidates and New Financial Consultants to ensure that everyone is aligned towards success.

Interested In Building Your Agency Business?

Get Started – Book A Meeting / Consultation

Case Study 1
THE BALANCE

The Situation:

As an Agency Leader, you want to Re-Engage And Re-Connect with your Financial Consultants. You are also looking to Build Activity and Engagement with and for the Financial Consultants as well as Client Engagement Events as a tool to revive and rekindle activity. 

The Approach:

Phase 1: We start with an Agency Business Counselling Session with the Agency Leader to determine the Problem Statements and Past To Present To Future Exploration Of The Agency Business.

Phase 2: We engage the Financial Consultants with Insurance Business and Career Counselling Sessions to dive deep into their Concerns, Motivations, and Aspirations In The Industry.

Phase 3: After Identifying The Problem Statements we move into building Solutions and Activity Engagement for The Agency and The Team. We will then engage the Agency with an Insurance Playbook Roadmap based on their Individual and Collective Strengths.

Phase 4: Monthly Coaching and Mentoring Sessions Are Introduced with Industry Experts Combined With Client, Sales and Events Engagement Training while supporting The Agency and Financial Consultants in Building and Organising Events of Value to Raise Personal and Agency Production.

Phase 5: Throughout the process, we set targets and milestones that are reviewed quarterly with the Agency Leader and Financial Consultants to ensure that everyone is aligned toward success.

Interested In Boosting Your Agency Team Performance?

Get Started – Book A Meeting / Consultation

Case Study 2
THE SHIFT

The Situation:

As much as you want to evolve, you find that there is not enough time to embark on this change. You feel that it will take time away from your current busy schedule and you would need to focus on your consistency. Also, You have over 1000 Clients and feel that it would be an uphill task to engage on this project.

The Approach:

Phase 1: We start with a Financial Consultant Business Counselling Session to determine the Problem Statements and Past To Present To Future Exploration Of Your Insurance Business to dive deep into your Motivations and Aspirations In The Industry.

Phase 2: After Identifying The Problem Statements we move into building Solutions and Activity Engagement for you and Your Insurance Business with an Insurance Playbook Roadmap based on your Individual Business Strengths diving into the opportunities with your Client Base.

Phase 3: Monthly Coaching and Mentoring Sessions Are Introduced with Industry Experts Combined With Client Management and Engagement Activities while supporting your transition to a Financial Practitioner Raising Personal Production.

Phase 4: Throughout the process, we set targets and milestones that are reviewed quarterly with you to ensure that you are aligned towards success.

Interested In Transitioning To A Financial Practioner And Amplifying Growth With Your Client Base ?

Get Started – Book A Meeting / Consultation

AGENCY LEADERS

Agency Leaders Often Find Themselves Juggling A Whole Host Of Responsibilities. Recruiting And Training Their New Financial Consultants And Constantly Mentoring Their Existing Team Takes A Toll On Their Personal Production And Client Management.

Most Agency Leaders Are Caught Up In Daily Management Activities Rather Than Engaging In The Business Development And Growth Of Their Agency Business.

Our Consultancy is Designed To Help Agency Leaders:

  • Evoke Awareness For Themselves While Establishing And Growing Their Identity As Agency Leaders.
  • Reconnect And Re-engage With Their Agency Business.
  • Build A Successful And Profitable Agency Business With Performance Enhancement Activities For Agency Growth.
  • Establish An Enviroment And Ecosystem To Gear Themselves And Their Financial Consultants Towards Continuos Learning And Development.
  • Cultivate Trust And Safety In Their Agency With An Alignment Of Agency Mission And Values.


We Invite You To Grow And Amplify Your Agency Business With Strategic Insight And Best Practices That Drive Improved Agency Sales Performance And Revenue Growth. With Tools , Activities , Engagement And Events For You And Your Agency Necessary To Build A Sustainable And Successful Agency Business.

FINANCIAL CONSULTANT

Financial Consultants Are Experiencing The Challenge Of Refining Their Strategy And Staying Ahead Of The Competition. The Key To Their Success Is To Stay Relevant While Expanding Their Insurance Career And Business.

In Addition To Keeping Up With Complex Products And Regulations While Also Meeting The Expectations Of Their Customers, Financial Consultants Spend More Time In Their Business Rather Than Growing Their Business Which Makes Them Feel Like They Are Not Making Progress.

Our Consultancy is Designed To Help Financial Consultants:

  • Evoke Awareness For Themselves While Establishing And Growing Their Identity As Financial Consultants.
  • Reconnect And Re-engage With Their Insurance Business And Career.
  • Build A Successful And Profitable Insurance Business With Performance Enhancement Activities.
  • Establish An Enviroment And Ecosystem To Gear Themselves Towards Continuos Learning And Development.


We Welcome You To A Safe Space To Expand Your Potential As We Bring The Core Of Your Insurance Career And Business To The Forefront With An Insurance Centric Approach That Centers Around Your Motivations And Aspirations In The Insurance Industry.

Judy Febriyano

pak judy

Chairman
Financial Planner Association – Indonesia


With 20 years of experience in the financial industry, I specialize in financial planning mentoring, bancassurance, wealth management, and corporate leadership coaching. As a Certified Financial Planner (CFP®), Certified Professional Coach, and Certified Facilitator by Development Dimension International (DDI Global), I’ve honed my skills in guiding individuals and organizations towards financial success.

I hold a Master’s Degree in Marketing from Hawaii Pacific University in Honolulu, HI, United States. Combining my passion for financial planning and marketing skills, I provide comprehensive solutions to my clients. My experience, education, and certifications have allowed me to work with various individuals and businesses, assisting them in achieving their financial goals. I see financial planning as a journey, and my role is to help guide my clients through each step along the way.

Tri Djoko Santoso

pak tri djoko santoso

Founder & Chairman
FPSB Indonesia

With 38+ years of experience in multi-industry environments, I have learned to adapt to operational and cultural differences. I have worked in Information Technology, Payment Systems, and Life Insurance (Conventional and Takaful). As a former key leader at IBM and Prudential in Indonesia, I honed my leadership skills and underwent training that enriched my experience.

My longest tenure has been in the life insurance industry where I gained adequate experience in operating and developing the business of a life insurance company, including government compliance with OJK regulations. Currently, I lead a family-owned company that provides training and certification for financial planners, insurance agents, and wealth planners.

Linnet Lee

linnet lee

Chief Executive Officer
Financial Planning Association Malaysia


CFP CERT TM, IFP®, eCTP

With over 21 years of experience in the financial industry and currently as the CEO of Financial Planning Association of Malaysia, I have served in the capacity as a:

  • Licensed Financial Planner
  • Financial Adviser Representative
  • Estate Planner
  • Tied-agent
  • Independent facilitator for sales, attitudinal & financial planning related topics.

My industry contributions are:

  • FAA Accreditation Panel (2017, 2018 & 2019)
  • ICF Task Force, SIDC (2017 & 2018)
  • Chief Executives Council, FPSB (2015/2016 & 2018)
  • Chairman, APAC, FPSB (2018 to-date)
  • Development of SmartFinance.my, home to LFPs who are certified (2018 to-date)
  • Lead for FPIWG2, SC Joint-Action Plan (2020-2023)
  • Board of Studies for CIPRP, SWRC (2020)

My professional certifications include:

  • CFP, FPAM
  • IFP, IBFIM-FPAM
  • Certificate in NLP, USA
  • eCertified Professional Trainer, FAA
  • HRDC exempted trainer.

Eric Seah

Mindie Sai

Co-Founder & Managing Director
Rainwater Consultancy Sdn Bhd


I help businesses up-skill their sales team to be ‘Order Creators’ to create customers’ needs and urgency to increase market demands. Instead of using price discounts to attract customers (which will affect your business profit), I focus on the up-skill sales team on how to sell value and create value for customers to make your offer irresistible.

I’ve helped businesses, and sales professionals achieved 30% – 400% sales growth through effective sales competency assessment, practical sales training with sales tools, and sales strategies & mindset coaching.

Agus Helly

Agus Helly

Founder NGOPI PINTAR.
Certified Financial Planner.


I am a self-motivated individual who possesses a dedicated and dynamic spirit, always eager to seize opportunities and tackle challenges in order to achieve success in the business world.

My approach to life is characterized by honesty, an open mind, and a willingness to constantly learn and grow.

I have a passion for all forms of art, with a special fondness for art writing.

Eric Seah

Eric Seah

Founder
Eric Seah & Associates


An agency leader, entrepreneur, and trainer.

A demonstrated history of leading an agency and an NS battalion. An entrepreneur with businesses in Events, Cafes, Training, and Wealth Management Business.

As a leader/entrepreneur, my skill is in leadership, entrepreneurship, and coaching for performance.

As a Wealth Management practitioner, my skills are Business Owner Planning, Retirement Planning, Investment Advisory, and Estate Planning.

Melanie Chuah​

Melanie Chuah

Founder and Principle Therapist, Lecturer
Shining Bloom Healing


I guide you to uncover thoughts, feelings, behaviors, and beliefs that stop you from moving forward. They can be created or passed down from one generation to another.

I facilitate the healing process either through therapy, coaching or energy work. I cater my sessions to fit the individual needs of every client as I believe every client is unique in their own way.

I guide you on the best ways to move forward in your life, business, and relationships.

Aeda A.

Aeda Aqma

COO, Trainer
The Insurance Collective

With over a decade of experience as a digital marketing strategist, I have the skills and expertise to help businesses and professionals succeed in the fast-paced digital marketplace. From developing strategic websites and high-converting landing pages to creating engaging social media and branding strategies, I help you to develop comprehensive plan (from implementation to execution) that drives engagement, builds trust, and boosts conversions.

My 360 Degree Digital Marketing Solutions have helped numerous small to medium-sized enterprises go from overlooked and undervalued to thriving in their industries. By staying up-to-date with the latest digital marketing trends and leveraging cutting-edge tools and tactics, I can help you attract the best clients and scale profitability.

R. Kumaran

R Kumaran

CEO, Insurance Business & Career Coach
The Insurance Collective


For 15 Years I have witnessed the evolution of the Insurance Industry. It’s time for a Constructive Commotion.

Moving from Practitioner To EcoSystem Builder with The Insurance Collective has enabled me to Learn and Grow with Peers and Colleagues from the Insurance Industry across different Companies and Countries in Asia.

My Role at the Insurance Collective is to Engage with Financial Consultants, Agency Leaders, Industry Professionals, and Pioneers and Elevate the Industry we have come to love through a Collaborative Community in the Insurance Space.

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UnLocking Your Opportunities And Potential With Unique Human Profiling & Character Development Theory

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You Can Be Branded Webinar

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2 DAYS LUNCH & LEARN SERIES: "Talking Business Over Lunch"

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JOIN THE PREVIEW: How to Maximise Your Potential and Expand Your Life and at Work​

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JOIN THE PREVIEW: Harness The Potential of LinkedIn To Propel Your Career Forward

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JOIN THE PREVIEW: Create contents that connect with your clients and prospects

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JOIN THE PREVIEW: Basics of General Insurance-
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JOIN THE PREVIEW Selling In Tough Times: “Be The Game-Changer”

Event Date:  25 February 2022

Event Time: 11:00 am – 12:00pm

Event Price: Free Preview

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