18Jun2024

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13Mar2024

Singapore is emerging as a magnet that attracts white collar professionals, executives, and an unprecedented number of highly affluent and Ultra high net worth individuals (HNWI) are moving to Singapore. We now have the highest number of family offices in Singapore in history.

As Singapore seeks to develop as a financial hub, we have to raise the bar of financial professionals to meet the surge in demand. This is a golden opportunity for anyone who possesses the competency to provide high trust, high value advisory to attract, acquire and develop a higher net-worth market.

Affluent Client Closing Course is created to help you Understanding and Winning hearts and minds of affluent-UHWI market!

The 2-day ACC course is part of the Certified Wealth Management Advisor (CWMA) certification and will be coupled with AWMA for technical knowledge in serving the affluent market.

26Feb2024

The Business Breakthrough Blueprint is designed to guide financial planners and insurance agents through a structured pathway to professional and personal growth.

It encompasses a comprehensive approach to development, covering aspects from vision setting and self-evaluation to strategic business planning and cash flow management. This course is structured around actionable activities and reflective questions aimed at fostering holistic development across various dimensions, including personal, financial, and business aspects.

Upon completing this course, learners, specifically self-employed financial planners and insurance agents in Singapore, will be equipped to:

  • Clearly define their vision and set achievable goals for business growth and personal development.
  • Implement strategic actions to enhance client acquisition, revenue generation, and business efficiency.
  • Manage finances effectively to secure both current and future financial stability.
  • Establish a routine of reflection and continuous improvement to adapt to industry changes and personal growth needs.

Make sure you go through every single step fully before moving on to the next.

24Jan2024

Singapore is emerging as a magnet that attracts white collar professionals, executives, and an unprecedented number of highly affluent and Ultra high net worth individuals (HNWI) are moving to Singapore. We now have the highest number of family offices in Singapore in history.

As Singapore seeks to develop as a financial hub, we have to raise the bar of financial professionals to meet the surge in demand. This is a golden opportunity for anyone who possesses the competency to provide high trust, high value advisory to attract, acquire and develop a higher net-worth market.

Affluent Client Closing Course is created to help you Understanding and Winning hearts and minds of affluent-UHWI market!

The 2-day ACC course is part of the Certified Wealth Management Advisor (CWMA) certification and will be coupled with AWMA for technical knowledge in serving the affluent market.

06Jul2020

This resource pack will prepare you for packing your work schedule with high quality qualified prospects. Sounds too good?

Hold your horses, because we’re not just giving them out willy-nilly, you still have to work for them.

The reason why so many well-meaning financial sales professionals don’t pack their work schedules, is down to not having enough people to fix appointments with. If you’re not going to have leads coming in for you to qualify, how can you expect to have appointments?

That’s why we have create this resource for you to learn how to acquire referrals right in the first appointment. You can access all the resources required to do just that just by enrolling right now.

03Jul2020

This course will ensure that through a guided process, every financial sales professional will be able to prospect more effectively through a process of filtering your leads, qualifying your prospects, and nurturing your customers.

This challenge also requires you to have a SyncBiz Professional subscription. However, we are offering a full money-back guarantee if you don’t get any prospects after following all the steps in this challenge.

So there’s no risk to you at all! More details on how to sign up here!

04Jun2020

Congratulations and welcome to PPP Academy’s Membership. As a free member we still want to give you plenty of value, so do consume these training videos and material with the same seriousness as you would any paid training sessions.

This resource pack will prepare you for packing your work schedule with high-quality qualified prospects. Sounds too good?

Hold your horses, because we’re not just giving them out willy-nilly, you still have to work for them.

So many well-meaning financial sales professionals don’t pack their work schedules, due to not having enough people to fix appointments with. If you don’t have leads coming in for you to qualify, how can you expect to have appointments?

That’s why we have created this resource for you to learn how to acquire referrals right in the first appointment. You can access all the resources required to do just that just by enrolling right now.

We’ll be adding more training material as time goes by, so be sure to log in every once in a while.

04Jun2020

In this course, you’ll learn the strategies required to build your 6-Figure Income Generating Financial Planning Practice.

In here, you’ll find the post-webinar bonuses that have been promised to you, as well as some extra worksheets and notes.

We hope after you finish implementing all of these principles into your practice, you’ll be able to see how creating a breakthrough in your business can be simple.