Pit Stop is a checkpoint for financial consultants to re-evaluate and refocus on achieving their year end goals.
Join us and tap into the minds of top MDRT Life Member and COT producers from Singapore and Malaysia as they share their proven strategies and insights.
Come sharpen your practice and learn how you can conquer your goals in record time.
For anyone who wants to level up their practice, this is the place to be!
Registration is FREE for all GoalsMapper users.
by Dickson Soh
by Laura Hoi
by Soh Yan Xin
Dickson was in his final year of university when he found himself rushing to appointments after lectures. He was able to prospect and do business with high income earners even in his rookie year, and was recognised as one of his company’s top rookie financial consultants that year.
Currently in the third year of his business, Dickson strongly believes this industry rewards young consultants like himself as long as there is sincerity, innovation and dedication. Dickson’s emphasis on upholding the strictest level of ethics, and maintaining the highest standards of competence saw him achieving Court of the Table (COT) as a first-time qualifier in 2020.
Together with a strong personal brand on social media where he frequently shares his recognitions and clients’ testimonials, Dickson saw a growth in the number of new businesses, and is receiving more passive referrals than ever before.
Dickson will be sharing how you can prospect and do business with high income earners, even if you are a rookie!
Laura is a MDRT Qualifying & Life Member and attained her Honour Roll in 2019. She has achieved MDRT 17 times, with one time COT.
Even as a busy mother of two young children, Laura’s heart for fellow practitioners has seen her serving on MDRT MCC Singapore since 2012. She is also the Zone Chair for South East Asia since 2019, where she joins the various MCC committees to raise the level of professionalism in the industry across eight countries.
Laura holds the title of Private Wealth Consultant, an exclusive recognition given by her company to a small handful of elite consultants to serve the high net worth. She specialises in advising senior executives and high net worth individuals and their families in estate planning and retirement planning.
Being a firm believer of continuous learning and adding value to her clients, she completed her Chartered Financial Consultant certification just three years into her career in 2005. She is also a STEP (Society of Trusts & Estate Planning, UK) affiliate member.
Learn from Laura’s insights on building a strong and lasting practice to find your winner within for a sustainable and successful career.
Yan Xin qualified for Court of the Table (COT) in 2017 at the age of 27, setting the record then as the youngest COT qualifier ever in one of the largest insurers in Malaysia.
In his first full year at the insurance company in 2015, he emerged as the top new life planner. In 2016, he was among the top 7 life planners in the whole company. Since then, he has gone on to achieve numerous accolades.
With Yan Xin’s impressive start, he qualified for MDRT 2016 to 2021, with COT achievements in 2017 and 2022 - already secured by his year-to-date production!
What’s even more remarkable is that Yan Xin achieved these results with no warm market. He was born and grew up in different states, before settling in Penang with zero connections and zero friends.
Also a qualified NLP Master Practitioner, Yan Xin will be sharing his strategy and insights on how you can overcome what others consider insurmountable obstacles, to find the winner within and achieve your desired goals in the shortest possible time.
GoalsMapper is an award-winning financial planning software that combines the power of technology with the imagination and experience of financial consultants to offer clients an easy-to-understand and interactive platform. With the expansion of their presence across South-East Asia in Singapore, Malaysia and Thailand, this subscription-based digital solution is designed to analyse individuals’ overall wealth situation.
Since its start in 2018, this platform has already gained over 2,000 subscribers, and its growth only continues to increase with financial consultants subscribing to the platform. It is through augmented intelligence and detailed analysis of financial situations that GoalsMapper provides financial consultants and individuals with useful insights and recommendations.
Find out more about GoalsMapper at www.goalsmapper.com
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