Background

Terence is a hardworking advisor that attempts to make things work for him in the industry. He tried everything that his agency had to offer – cold calling, warm calling, social media, etc – but yet he was very frustrated because the methods weren’t working as well and he couldn’t see results. Back then, he was only taking back $200 – $300/month, and during that period, it was a very trying time for him

The Process

We realized that Terence’s bottleneck was not that he didn’t know what to do but rather, he lack structure for his business as a whole. We started to implement and install processes & systems in his business – especially in the area of sales (RAFPPDS & $500k Presentation). Alongside all the coaching calls & community that he was able to hang out with, he gained momentum and make a lot more money than he had in his years in the industry.

The Results

From $200 – $300/month, he literally > 10x his production to an average of $3.5k / month in commissions. Even better, he no longer feels like he is trapped in a vicious cycle of having no money and feeling unmotivated all the time. To quote Terence, “If you are actually still considering, don’t even consider. Just come and join us”