A seasoned veteran with over 25 years of experience in financial advisory is finally revealing it all in 2024
AT LONG LAST!
THE WHITE KNIGHT OF FINANCIAL ADVISORY,IS UNCOVERING ALL THE SECRETS OF HIS REFERRAL LEAD GENERATION SYSTEM, CAPABLE OF PRODUCING 30-40 LEADS PER MONTH —ALL WITHIN THE PAGES OF THIS ONE BOOK
Without any cold calling, door knocking, roadshows or spending a single penny on a marketing agency.
A Seasoned Veteran with Over 25 Years of Experience in Financial Advisory is Finally Revealing it all in 2024
AT LONG LAST!
THE WHITE KNIGHT OF FINANCIAL ADVISORY,IS UNCOVERING ALL THE SECRETS OF HIS REFERRAL LEAD GENERATION SYSTEM , CAPABLE OF PRODUCING 30-40 LEADS PER MONTH —ALL WITHIN THE PAGES OF THIS ONE BOOK
Without any cold calling, door knocking, roadshows or spending a single penny on a marketing agency.
Eugene Yue
Senior Financial Consultant
Apart from referrals, hit my personal best of $264k Single premium & $40k/yr Regular Premium, cases are on average of 5 figures premium now, with the quantum becoming bigger
Kieran Yeo
Financial Service Manager
I am currently getting an average of 30-40 referrals a month! Previously, I was only getting 3-4 referrals a year.
Ken Lim
Financial Consultant
I instantly made 10 appointments for next week!
1 in 3
Qualifies MDRT
25+
Years of Experience
Lives Transformed
800+
From the Desk of
Hey there, fellow financial advisors!
Imagine this…
You wake up one day,
Unplug your phone from the charging cable
and check it..
Instead of the usual empty WhatsApp inbox where you are greeted with unanswered Messages...
And potential prospects “GHOSTING” without a trace.
What greets you is a flood of inquiries from eager prospects asking you for your advice on certain financial products and decisions…
Sound too good to be true?
It’s not, as this is exactly the experience I've had...
and it's not only mine, but also the experience of the practitioners whom I have taught.
Come along with me as I share the highs and lows of my career journey and uncover the secret to unlocking a consistent flow of top-notch leads without the hassle of cold calls or lackluster roadshows...
Thanks to the groundbreaking "Referral Lead Generation System" I've uncovered.
This same system has been tested and proven time and time again by over 20,000 practitioners whom I've personally taught over the past 7 years..
And I can assure you, it's unlike anything you've learned from your manager or heard of before.
Here are some outcomes
you will expect with it :
Say goodbye to begging for referrals
Watch as referrals come to you effortlessly
Prepare for your inbox to overflow with quality referral lead
Bid farewell to other prospecting methods because you'll be too busy handling your referral leads.
A system that empowers you to stand out from your competition and become a center of influence, attracting referrals effortlessly and turning your customers into your own personal army of salespeople who will support you, so that you can finally:
Stop shamelessly and awkwardly begging for referrals
Boost and rebuild inner confidence in asking for referrals
Abandon outdated hunting methods like cold calls and roadshows that often lead to heart-wrenching rejections
Avoid wasting money on low-quality leads from marketing agencies.
So if you are an advisor who has experienced any of these challenges I've mentioned, get ready for a game-changing revelation as I unveil the inner workings of this referral system in my book titled "Referral Revolution".
The best part?
You will be able to gain access to this entire system in just a few moments ...
Okay but if you are still wondering who am I to make such a bold offer...
Let me take you back to my story…
I'm Chris Chan, and I've been in your shoes. I dropped out of school at 18 and dove headfirst into the world of entrepreneurship...
only to be hit hard by the Asian Financial Crisis at 23, sending me to a huge 6 figures debt.
But instead of letting it defeat me, I pivoted into the financial services industry…
With a 6 figures debt to my name , I found myself desperately "begging" people to meet me just so that I can do a "fact finding" session with them...
I would wake up early every morning , and make 100-200 cold-calls per day.
I also did street canvassing, where I stood outside of MRT stations and approached people...
Mostly to people that would simply tell me " Don't want, don't want” , hang up on me or just shoo me away like a scum.
I did this six days per week, for months on end.
I thought I was doing the right thing…which is to “grind and hustle”.
And I was CON-vinced by my manager that as long as I could persevere through and do this consistently, I would eventually see results.
But little did I realise that… Yes, perseverance is great, but definitely not if you are doing the WRONG THING over and over again .
And that was me, fast forward, six months later, even after all the “grind”...
I was still ranked at the bottom of my team.
It was at this time, I knew enough was enough..
I realised that i had to work on myself first before I could ever see a glimmer of success in this career.
So I decided to venture into a journey of self-discovery and education instead..
And it was in this journey , I came up with this idea that I could create a system...
One which could established me as a centre of POSITIVE influence among the people around me...
even though I have never been viewed as the “cool and outgoing” kid.
I am talking about ACTUAL positive influence which enabled people to be saying genuine good things about me…
And NOT dismissing comments where people will accuse me of being "fake" or simply "trying to sell them something."
This was the same system
that naturally attracts people who...
Are keen to work with me
Treat me with Respect
View me as an Expert
Refer me to their contacts without shame
And slowly but surely, this system began to impact one live , two lives, three lives, and like a snowball it slowly compounded…
As I found more success,
I put more time and money into books and courses to sharpen my skills.
Just two years later, at 26, I hit my first Million Dollar Round Table milestone.
By age 27, I paid off my debts and invested in commercial properties in Singapore—a big milestone for me
Those properties were like trophies, reminders of my hard work.
Soon after, I bought my third property without putting any money down and went on to do more real estate deals.
But none of this would've happened without a reliable stream of referrals in my business.
At 30, I shifted gears, focusing on growing and managing a team of financial consultants.
It didn't take long to realise that leading and managing people was a whole new ball game compared to making sales.
We hit a rough patch with the team, downsizing from ten to just three due to a lack of mentorship, poor hiring decisions, and a shaky company culture.
The solution?
Going back to basics—the referral lead generation system.
I discovered that tapping into the networks of happy associates was the best way to grow our team organically.
And it worked like a charm...
In nine months, our team grew from four to fourteen, and then to over thirty-five, just by getting back to the fundamentals of referrals. Not only did our team expand, but our retention rates improved too.
With our refined referral techniques, our associates started bringing in more clients than ever before.
And our referral system just gets better and better...
In fact, our productivity shot up year after year.
The result?
An 8 Figure Financial advisory agency - an almost tenfold increase in less than four year!
Today, I'm grateful to see this same system catapult my team to a powerhouse of 70, and our premium revenue has soared tenfold.
We effortlessly generate over 30,000 referrals annually—without lifting a finger.
But here's the best part: I now enjoy a solid six-figure recurring income, all while working just four hours a day and genuinely loving what I do.
In fact, as I write this, I am currently travelling the world with my wife and family...
I'm also immensely proud to share stages with top names in investment and business through speaking and coaching engagements.
And it's not just me—since sharing this system with others, it's empowered over 20,000 practitioners across the region.
But don't just take my word for it...
Hear what some of
them have to say
⭐⭐⭐⭐⭐
4.9 out of 4653 reviews
John Doe - Happy Client
⭐⭐⭐⭐⭐
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John Doe - Happy Client
⭐⭐⭐⭐⭐
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John Doe - Happy Client
⭐⭐⭐⭐⭐
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John Doe - Happy Client
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John Doe - Happy Client
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Lorem ipsum dolor sit amet, consectetur adpiscing elit. Donec euismod, massa vel maximus ornare, libero nisl efficitur metus, a pulvinar ligula enim scelerisque nullac, gravida facilisis mauris.
John Doe - Happy Client
⭐⭐⭐⭐⭐
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Lorem ipsum dolor sit amet, consectetur adpiscing elit. Donec euismod, massa vel maximus ornare, libero nisl efficitur metus, a pulvinar ligula enim scelerisque nullac, gravida facilisis mauris.
Hear what some of
them have to say
Who Needs This System?
This system is for anyone ready to revolutionize their financial advisory business
New Advisors
( < 1 Year Experience)
Feeling lost in the industry? Struggling to kickstart your career? My system will guide you from day one, helping you build a strong client base from scratch, yes you heard it right, even if you have zero clients at hand right now, it will literally made you the centre of influence that will pull your clients to you, instead of you having to harass them.
Seasoned Advisors
( 1-3 years)
Hit a wall after a few years? Felt like you have Exhausted your warm market ? Trying out sh**ty marketing agencies that are producing you low quality leads? My system is proven to reignite your passion and success in this career ,
Veteran Advisors
( >3 Years Experience)
Tired of constantly chasing clients
to do policy reviews and trying to cough up a story during the meeting just so you can sell another policy? My system will help you create a business that sells itself, giving you the freedom to focus on what you do best, to be an authentic advisor.
Aspiring and Current
Advisory Leaders
Responsible for guiding your team to success? Need a steady stream of sales leads or even recruitment leads? My system will empower you to create a never-dying lead generation system for your team, ensuring unparalleled and genuine success.
After dedicating 25+ years to personally mentoring advisors and building an 8 figure financial advisory business from scratch, I've come to a realization...
The biggest mistake that many financial advisors make when seeking referrals?
They overlook the importance of trust.
Think about it...
if you've just met someone and immediately ask for referrals, it feels forced, right?
But what if you already have a centre influence within a group similar to theirs?
You can build this influence through testimonials, word-of-mouth, and your personal brand (Which I will be covering in the book ).
Pair this with your unique value proposition...
showing why only you can truly help them or others in their situation.
With this approach, clients won't hesitate to share referrals— In fact, they'd feel silly not to, given the benefits they've seen firsthand.
Once we have nailed the foundation of this system...
We can scale it by doubling or tripling down on it
While some advisors are always chasing new METHODS to find clients...
Let me tell you, referrals are where it's at.
They're potent and cost-effective, giving you an incredible 1000% return on investment, provided that you handle it skillfully...
So why not become an expert at it, really dive in, and scale it?
By using strategies like...
strategic alliance
turning your clients into your very own personal sales team
...and many more which I will cover in my book.
You will be able to double or triple down your efforts in this system and fully capitalize on it.
I can assure you that with a strong and scalable referral lead generation system...
you'll be flooded with referrals in no time.
You will be left with little room for other prospecting methods like road shows or cold calling.
So if you think that referrals are
unpredictable
not scalable
and feels like a “hope and pray” method.
You will be proven wrong by the strategies that I will outline in my book .
Create A Self-Selling Business that now only requires 4 hours for me to manage daily
Many advisors overcomplicate the business, they prioritise going into “hunting” mode to get more client and they constantly looking for more ways to hunt...
And as a result, they neglect the main premise of WHY they are doing this business.
It's crucial to remember your WHY—it's your WHY that truly sells and makes you wake up every morning with that smile on your face, ready to conquer your business..
Every advisor has their own WHY. For some, it's about making a financial impact in people's lives .
For others, it’s about helping more Singaporeans to retire sooner.
With our referral lead generation system, you'll learn how to leverage that WHY to stand out and become a trusted centre of influence.
This naturally leads to genuine referrals coming your way.
Before you realise it, your clients will be spreading the word about you to anyone who will listen, essentially becoming your personal sales team.
You'll then find yourself spending fewer hours each day chasing after new leads or sales.
And the outcome?
It's genuine financial freedom, aligned with a sense of purpose and meaning that your career promises.
After all, you are in this business to escape the 9-5 and NOT come into this business to work harder than what you are trying to escape from.
If you've read this far, chances are you're still sceptical about how a referral system like this could truly benefit you.
It's common for advisors to feel this way due to past bad experiences and the fear of repeating the same mistakes...
But here's something important to consider: referrals are actually more common than you might think.
Let me introduce you to the 20-60-20 Rule
According to this rule, the top 20% of your prospects and clients will always be comfortable giving referrals...
while the bottom 20% will never do so.
But it's the middle 60% where the real opportunity lies—and this is where our system excels. that smile on your face, ready to conquer your business..
For example, if you have 10 people, according to the rule, two of them will likely be willing to give you referrals, while another two won't.
The behavior of the remaining six clients depends on the strategies and methods covered in our system, which often sway them from a "no" to a "yes."
So think about it: there's a 20-80% chance you'll get a referral every time you ask!
These odds are especially favorable when you're armed with the right strategies.
Remember, we miss 100% of the shots we don't take. essentially becoming your personal sales team.
The reason many people fail to ask for referrals is because they're so afraid of rejection from the bottom 20%.
But they overlook the opportunity presented by the 80% chance of receiving a referral from the right people.
WARNING: This isn't just another e-book filled with empty promises and fluff, this is just a Sneak peak of What you will Expect In the Book
You will receive extremely POTENT actionable strategies and frameworks that you can immediately apply to significantly change your lead generation game.
These aren’t outdated strategies that your agency leaders still “live by”.
In fact, I have even refined it to make sure they are the most up-to-date and relevant for the year of 2024...
Where competition in this industry is stronger than ever, especially with the rise of roboadvisory and more competitive products
Here's just a sneak peak of what you're gonna get
Inside, you'll find:
Referral Seed Planting: Discover the secrets to embedding yourself in your clients' subconscious , positioning yourself as the ultimate authority worthy of endless referrals.
Referral Pipeline: Learn how to position yourself as the hub of influence, effortlessly and passively drawing in referrals through your channels.
Effective Referral Calling: Get your hands on call scripts and step-by-step techniques to guarantee you're meeting up with 70-80% of your referred leads consistently.
Crafting Your Referral Game Plan: Put your newfound referral attraction skillsets into action with practical strategies for real-world success.
+ FREE BONUS
2 hrs live mastermind group coaching led by me personally.
Unveil the Strategies for Generating Top-Tier Leads
Master the Techniques to make Prospects Eagerly Anticipate Meeting with you.
Elevate your Closing Ratio with 25 + Years of Tried and Tested Methods.
Learn how to attract High-Value Referrals Effortlessly through my Personal Expert Guidance.
"Okay you had me Chris, So, What's the Catch?"
Now this is the exact thought you might be having…
Why is he giving away all his secrets just like that??
The answer is simple... after over 25 years in this industry, I've witnessed countless advisors struggling, feeling stuck, and utterly lost in how to navigate their business.
I reached a point where enough was enough, and I felt compelled to pay it forward to help deserving individuals in this industry succeed.
That's why I've condensed all these secrets into one book, offering advisors the precise referral roadmap I wish I had when I first started out..
But why sell your valuable secrets for just $9.90?
I know, It's not exactly a gold mine for me.
In fact, I'm actually losing money on this deal, with all the cash I'm shelling out on advertising just to get it in front of you.
But here's the thing - I'm not sweating the loss.
Why? Because I'm confident you'll see the value in what I'm offering. And that's gonna kickstart a solid relationship between us, where you'll want more.
But listen, no pressure. There's no obligation for you to buy anything else from me. Period.
In fact, only a risk-loving business owner like myself is crazy to pull a campaign like this that is incurring financial loss.
But while I'm out here shaking things up, my finance team is pounding on my door like there's no tomorrow.
So, listen up…
I'm genuinely looking to connect with each and every one of you who stumble upon this page.
But here's the deal: this offer isn't going to stick around forever.
Once those finance folks burst in, this page is going bye-bye in a flash.
So, don't wait around.
Take action while you still can.
And you know what’s even crazier that will cause my head of finance to lose his mind…
I am offering a 100% Refund Guarantee
Yes you heard it right…
I'm 100% dead sure that my system and tactics will totally shake things up for your business.
So, I'm going all in and adding this 100% refund guarantee just for you...
You dive into the book, put those strategies into action, and if you're not seeing any results within 30 days,
just shoot us an email.
We'll slap that $9.90 right back into your account, no questions asked.
And guess what?
You still get to keep the book, on the house , for wasting your time.
Not too shabby for a refund policy on an $9.90 book, right?
discover the game-changing secrets of this referral lead generation system within the pages of this one book now
IN CONSIDERATION OF MY PARTICIPATION IN THE ABOVE-MENTIONED EVENT PRESENTED BY PPP ACADEMY , ITS SPEAKER/TRAINER, AND ITS PROMOTERS, I HEREBY GENERALLY RELEASE PPP ACADEMY AND THEIR AGENTS, REPRESENTATIVES, EMPLOYEES, PROMOTERS, SUCCESSORS, ASSIGNS, INSURERS, AND AFFILIATED COMPANIES FROM ANY AND ALL LIABILITY WHATSOEVER RELATED TO PPP ACADEMY'S NEGLIGENCE, NEGLIGENT CONDUCT, OR OMISSIONS. THIS RELEASE INCLUDES ANY ACTIVITY AND INDEMNIFIES EACH OF THE AFOREMENTIONED PARTIES FROM ANY LOSS OR LIABILITY ARISING FROM ANY CLAIM ARISING OUT OF MY PARTICIPATION IN THE EVENT IN GENERAL AND, SPECIFICALLY, ANY ACTIVITY. THESE RELEASES SHALL NOT EXCLUDE ANY LIABILITY FOR DEATH OR PERSONAL INJURY CAUSED BY NEGLIGENCE OR WHERE SUCH LIMITATION OR EXCLUSION IS NOT PERMITTED BY LAW.
THE INFORMATION PRESENTED AT THE EVENT AND THE SUPPLEMENTARY MATERIALS PROVIDED TO ME ARE INTENDED FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. I ACKNOWLEDGE THAT PPP ACADEMY DOES NOT MAKE ANY REPRESENTATION OR WARRANTIES WITH RESPECT TO THE ACCURACY, APPLICABILITY, FITNESS, OR COMPLETENESS OF THE EVENT PRESENTED BY THE SPEAKER/TRAINER. NOTHING CONTAINED THEREIN IS TO BE CONSIDERED AS THE RENDERING OF LEGAL ADVICE FOR SPECIFIC CASES OR CIRCUMSTANCES