WEALTH
STRATEGIST
SUMMIT 2021 TO BE A BETTER ADVISER, INVESTOR, AND INFLUENCER

A 2-day mega virtual summit in conjunction with your company's flying start programmes

20+

industry experts

3

unique learning tracks

1000+

Delegates

* All sessions are simultaneously translated into Bahasa Malaysia and bahasa indonesia

2 FULL DAYS OF INDUSTRY INSIGHTS VIA OUR REVOLUTIONARY EVENTTECH PLATFORM

Plus, additional bonuses worth more than US$997

We wanted to make sure you will be getting immense value beyond these 2 days. As such, we told every speaker to offer additional strategies, systems, and scripts for you to just use immediately after the session.

Some of these include:

  • 40-Week Business Breakthrough Blueprint
  • Business Breakthrough  Strategies Video Series
  • Attraction-Influenced based Prospecting Scripts and Advisory Models
  • Webinar Success Checklist
  • The Attraction Game Gameplan
  • MDRT and Beyond Manual
2020 hasn't been the best year has it?
  
Despite all the uncertainty, we have been collecting the most amazing transformation stories. Our community have shared how they have more cases closed, bigger case sizes, and higher production and commissions than even before the pandemic!
 
The one thing in common with all these breakthroughs? Staying ahead of changes in the environment, by keeping up with new sales techniques, new strategies, and new tools and processes.
With a fast growing population of the educated middle class across Asia, consumers are leaning more towards getting information and transactions online. The recent Covid-19 Pandemic has significantly accelerated the tech adoption across South East Asia.
 
To stay above the regulatory pressures and ahead of fintech disruptions, there is an ever pressing need to adapt and transform our thinking, our advisory skills, our knowledge on finance and wealth, our workflow and client experience.

That’s why we are inviting all financial sales professionals to be a part of Asia’s most revolutionary industry summit ever.

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main objectives

Our vision is for every insurance agent, financial adviser, or even paraplanners to make the transition from product salespeople to wealth strategists. For that to happen, we have built a community centered around constant reeducation through innovative education. We believe that as financial sales professionals improve, the benefits of financial literacy and financial clarity will be passed down to more consumers.

We are working so hard for our money, we have to learn to make our money work hard for us. Sounds familiar? The truth is, many of us know how to give our clients the best advice, but how many of us have real strategies to ensure we head towards financial freedom?

Having a decent income is only half the journey walked. FIRE (financial independence, retire early) is the new rich. In this summit, we would be preparing a host of financial speakers to impart strategies for you to reach your own financial independence, so that you can serve high net-worth individuals, as a high net-worth individual.

The new normal, a term that has been on everyone's minds since March 2020. In this new normal, advisers must look more than ever before from lead generation, to prospect attraction. 

Anyone can agree, that when prospects make the first approach, cases are more easily closed, and case sizes are always bigger. Thus, part of this summit will be dedicated to educating everyone on how to increase your influence not only on social media, but in person as well.

host and headlining speaker

Chris Chan

Asia's #1 Referral Mentor, Business Breakthrough Coach

Meet the creator of Asia’s #1 Referral Revolution Program. Chris Chan has made millions with a handsome 6 figure passive income from his portfolio of investment properties, stocks, private equities as well as businesses.

He has retired since 2011 from providing financial advice to pursue his passion to provide consultancy to companies, mentor some of the best sales leaders as well as sales professionals across Asia to create business breakthroughs.

Chris has been invited to speak at different renowned organisations, inspiring tens of thousands across the region.

Practitioner Speakers

Sharings from experienced practitioners to help you with direct strategies to close more, faster.

DR. NIKI SHUHADA SHUKOR

No.1 Millionaire coach

With more than 23 years experience, Dr. Niki Shuhada Shukor has a reputation for her passion in training and development. She is involved in corporate and professional training and development courses. She has helped institutions such as banks and insurance companies, marketing organizations and private individuals find clarity in planning their goals and achieving success.

 

She has been described as an outstanding trainer and a source of motivation by many. She heads her training company as well as leading more than 5,000 consultants from a leading financial institution, which succeeded in bringing in investments more than RM1 billion assets under management to date.

Melvin Esteban

CEO of Welead Financial Advisory

Melvin is the First and Only Filipino to be the recipient of the Young ASEAN Manager Award (YAMA). 

He has over 25 years of experience in the financial services industry, working in Wealth Management, Financial Planning, Fund Management (Equities), Niche Marketing, Product Development, Strategic Business Development, Profit Center Management and Workplace Learning and Development. Before starting his own company, weLEAD Advisory, he was the Wealth Management Specialists Head and the Soliciting Official of Citibank N.A. (North America) and a Senior Consultant for Citibank Malaysia.

Apelles Poh

CFP, MFP , TOT (qualifying life member)

Apelles Poh is the author of the National best-selling inspirational book Live Well, Love Much, Laugh Often. His second book Facts Tell, Stories Sell was released in early 2014. 

As an experienced Certified Financial Planner who also holds a Masters in Financial Planning, Apelles has qualified for MDRT for 26 consecutive years, including 5 years COT, and 11 years TOT honours, representing the top 1% of Financial Planners in the world.

In 2020, he did a whooping 34 x MDRT production in a single year. Apelles has also been featured regularly in major newspapers and magazines and has been interviewed on News Radio FM93.8 and Tokyo Broadcasting System Television, to talk on his success story as a financial planner in Singapore.

He speaks from a wealth of experience, having achieved what many would consider a very successful career in the financial industry. Yet he is able to balance time spent with family and friends, to exercise, and even to travel frequently to India, Philippines, and Indonesia to visit the 60 orphans and children that he supports. 

Eugene Seah

TEDx Speaker and NLP Coach

Eugene Seah is a certified NLP (Neuro Linguistic Programming) Life Coach, TEDx speaker, Crisis-Ready Consultant and a Wealth Strategist (a member of the Million Dollar Round Table, or MDRT Club). His life mission is to empower individuals and companies to be future-ready and achieve fulfillment, impact and a life of abundance.

Highly sought after for his insightful views and engaging personality, he has been interviewed multiple times on TV, radio and in the newspapers.

Eugene has spoken in many countries (eg China, Russia, USA, North Korea, Australia, Hong Kong, Taiwan, Indonesia, Thailand, Maldives etc) at various companies from multiple industries, including Continental, HP, Prudential, Citibank, Oracle, Sony, Star Cruises, GSK, among many others.

During his 16-year career, Eugene has lived and worked in Asia’s two main financial hubs – Singapore and Hong Kong – and managed multi-cultural and multi-generational teams covering Asia Pacific.He was a guest speaker at investment conferences offering advice on communication best practices, and also received the Gold Award in Investor Relations from The Business Times.

Kristine Leechiu-Tan

Unit Manager , Multiple MDRT qualifier, COT Producer

As a second-generation Sun Lifer, Kristine followed the footsteps of her Mom Regina and siblings Reena and Terence in the insurance industry.  It was a slow and steady climb for her - getting her breakthrough just 6 years ago - when she finally realized the biggest person holding her back was her own self. 

A COT producer as well as multiple MDRT qualifier, she is also a 2-time Most Respected Advisor Awardee in Sun Life.  This by far is what she considers her greatest achievement among the numerous awards she has received - as it represents the values of Sun Life, the heart of service she provides her clients and her passion to pay it forward to colleagues in the industry as she too was once a struggling advisor.   

She is a blissful wife to Brix and fulfilled Mommy to Kyle, Keith and Kirk - her daily inspirations. 

Tay Kah LOk

Financial practitioner, Personal Finance Content Creator

Jiale is an award-winning financial practitioner and a personal finance content creator. For his relentless efforts in creating value for the community through social media to enhance financial literacy and for successfully building an attraction business model, Jiale was conferred the winner of the Digital Agent/Agency Leader of the Year, Asia in 2018 and also a finalist in the same category in 2020.

His business is now 100% powered by serving existing clients and passive introductions. He is currently heading and driving #TheAttractionGame movement amongst financial advisers in Asia: A business philosophy that focuses on serving the community above everything else.

He is also the host of the upcoming The Adviser of Advisers show, an interview show featuring the top financial advisers in Asia. 

tERENCE nG

UNIT TRUST MANAGING ADVISER, PRS MANAGING ADVISER

Terence has won more than 106 awards and accolades throughout his career with MIM, including the most prestigious Triple Diamond Gems Club Member and Manulife Group CEO Challenge Trophy.

He is the Top Producer Champion of MIM for the last 11 consecutive years since 2009. Terence is currently managing 1,258 investors’ portfolio, with the MIM largest total client fund size (AUM) of RM167 Mil.

Terence is the founder of Buffalo Agency, leading 241 Unit Trust specialists in his team. Buffalo Agency is also the MIM Top Agency Champion for 8 years in running, with a total Group AUM of RM456 Mil.

Miliana Marten

CFP®, AEPP®

Milana Marten, CFP®, AEPP®  has been working as a financial advisor since 2004. She is Qualifying and Life Member MDRT with 11 times MDRT in a row with 3 Court of the Table Qualifications.

She serves as MDRT Country Chair Indonesia 2019-2021. She is currently active as an MDRT Mentor, a  book writer of “Burning Flame of a Champion '' as well as both a national and international speaker in the life insurance industry.

Miliana worked as a full-time lecturer at the Universitas Pelita harapan for 8 years before she joined the insurance industry.

She is the CEO and Founder of  Miliana & David Academy. Being very active in social media, Milana has proven to be able to utilise the digital platform to spread her messages both to insurance advisors as well as to boost her sales during the pandemic. She spoke in many countries : Thailand, Philippines, Vietnam, Malaysia, China, Canada, Australia, Singapore and India.

fOO bIAO dA

Productivity and retention expert

Biaoda started in the financial advisory business at age 21 and after difficult first year, making only $2000 for the entire year, he outperformed his peers, became a manager at 24 and a director at age 26.

Now with 15 years of experience, he now focuses all his attention in mentoring and people development for sustainable success. He has now personally groomed more than 10 MDRT qualifiers, 2 double round tables and 1 COT.

external Speakers

Insights from masters outside the industry to help you and your clients with new wealth and influencer strategies.

Ken chee

CEO of 8VI Holdings Ltd

Ken Chee is the co-founder and Executive Chairman of 8I Holdings Ltd. 

An award-winning entrepreneur, author and savvy value investor, Ken Chee co-founded the 8I Group in 2008 during the Lehman Brothers crisis, with the purpose of creating sustainable value through investment and education. 

Driven with that in mind, Ken transformed 8 Investment into a publicly listed company within 6 years. 8I Holdings is now an Australian-listed company engaged in the businesses of financial education technology and financial asset management. With his keen business sense and financial acuity, Ken is heavily involved in the strategic development and partnerships for the 8I Group. 

John Lee

CEO of Wealth Dragons Group PLC, International Speaker & Best-Selling Author

As a self-made millionaire by the age of 27, John Lee learnt that the fastest way to start AND grow a business today is to leverage the power of social media.

With over 61,000 subscribers on his YouTube channel, and over 2.2 million followers on his Instagram, John is highly familiar with the earning power of social media.

Today, he helps people that are looking to start a business OR to grow their existing business by sharing what he knows - the best ways to monetize social media.

Patricia Lin

Co-Founder of Zion Global Marketing

Patricia Woon has been a serial entrepreneur since graduating from the National University of Singapore, with a Bachelor’s of Social Sciences (Psychology) in 2008.

As one of the earliest pioneers in Singapore’s digital marketing industry, she co-founded Zion Global Marketing Pte Ltd - an agency specialized in using digital marketing to help businesses find highly qualified leads online. They also launched WealthMastery.asia, a personal finance website portal and events company.

To date, they have trained over 10,000 people on online entrepreneurship and digital marketing in countries like Singapore, Malaysia, Thailand, Hong Kong, Taiwan, Japan, Switzerland, Sweden, Germany, The United States and more.

Widely recognized as an expert in her field and a savvy entrepreneur, Patricia has been featured on numerous news media like The Straits Times, Mypaper and Asian Entrepreneur. Together with her husband and business partner Calvin, they now manage a team of close to 30 members based in Singapore.

Maxine Teo

Colourful Inspirer

Maxine Teo is a trilingual motivational speaker, corporate trainer, and performance coach with a passion to colourfully impact and inspire lives.

In the past two decades of working with diverse teams across the globe, she has successfully helped countless leaders, sales professionals, and individual contributors from diverse industries to raise their game in their respective fields. She is an active sales practitioner and has vast experiences from having worked in financial services, real estate, events management, and the media. Maxine brings practicality, relevance and relatability to her audiences. She is highly regarded for her ability to turn complicated concepts into easily digestible applications in a fun and engaging way.

Maxine has received multiple awards from various international training and education institutions, in recognition for excellent work delivered to her corporate clients. She also received the Best Personal Brand Award in 2017 as a “Colourful Inspirer”. She is a Certified True Colors® facilitator and an accredited trainer with professional certifications from the Singapore Training and Development Association. Her fluency in spoken and written English, Mandarin, and Cantonese, together with her colourful personality and magnetic high energy, makes her a highly sought-after speaker and trainer everywhere she goes.

Esteemed Panelists

Featuring the most generous industry practitioners that will be sharing their little known secrets to succeeding in this business through Q&A and interview sessions.

Caden Chia

Branch Director, Caden Chia Organization representing finexis advisory Pte Ltd

Theresa Groyon

Founder, Financial Fridays Team™, TAGteam Advisory™, Terepreneur™

Winston Cheong

Financial Services Director at Prudential Singapore

Serene Heng

Master Financial Consultant at Prudential Singapore

Janette Tan Lee

2015 President at LUAP, Former Past Country Chair MDRT MCC Phils

Aaron Tan

Senior Manager with PIAS

Kelly ho

Premier Wealth Advisor & Unit Manager

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