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Are you feeling stagnant in your career, hitting that glass ceiling of production with no way to break through? Are you tired of not having enough support from your team or manager, running out of leads, and lacking a system for prospecting and conversion? Join us to follow our proprietary business model, where you’ll discover how the team leverages Louis’ business model, who hit three years of TOT (Top of the Table) consecutively without actively pushing for sales!
Whether you’re an experienced advisor, just beginning your career, or somewhere in between, sign up for a discussion with us over a coffee session. This discussion will provide you with valuable insights to help you achieve a breakthrough in your financial advisory career.
The first 100 days in your advisory career are the most crucial. We have built up a structured and holistic business plan for you. Starting with an orientation with the company director and business head, you will get to know the company’s vision and mission, the support, and the platform that can help you grow your business. This will be followed immediately by marketing and branding setup, where we will help you set up a personalized branding page and marketing channels. You will then be invited to join our flagship in-house training program – Holistic Advisor Mastery Program (HAMP), led by an in-house award-winning trainer. You will be equipped with essential knowledge to succeed in your advisory business.
There will be ongoing fixed frequency meetings and training sessions, such as monthly investment updates, to keep you updated on the current market so that you can better serve your clients. Monthly team meetings focusing on industry trends and sales ideas will be provided by the team director. Prospecting and client engagement events will also be organized on a monthly basis to continue bringing prospects to your business.
Every two weeks, there will be a Case Study Roundtable (CSRT) where you can learn from various case studies from peers and vice versa. On a quarterly basis, you will meet with the team leader to discuss and receive feedback on your business tracking, ensuring that you are on track to reach your goals. To graduate from the HAMP program, you need to present a case study to the team director in your final assessment. You will then be awarded a certificate of completion to show that you are competent and capable of performing as a superstar advisor.
Join us on this journey to unlock your full potential and take your financial advisory career to new heights!
The magic formula to grow your advisory business lies in three key factors, as follows: Firstly, increasing the number of prospects you are meeting. Secondly, improving your conversion rate. And finally, increasing the size of each case. By achieving these goals, your business revenue is bound to grow significantly. Now, the question is, how can you accomplish this? At HWP, we understand the challenges you may face, and we have effective strategies in place to assist you in achieving these objectives.
Prospecting is probably the most challenging factor in the advisory business. Even seasoned advisors are also worried and actively prospecting. Prospecting is like the lifeline of the advisory business; without finding new prospects, businesses are unlikely to grow. At HWP, we understand the importance of prospecting, and the team channels a lot of resources into building a prospecting channel together as a team. We apply the 20-60-20 rule.
The first 20% represents year-long clients and referrals. These people are our clients and trusted connections, with whom we want to maintain regular contact. We are most likely to get more business and recurring clients from this group. They are your followers, your trusters, your warm leads. Many advisors in the industry focus solely on this 20% and continue to receive recurring business. While this is beneficial, this group of people is limited. Depending on the width of your network and your experience in the industry, you may struggle to find enough of these people. At HWP, we have a referral system and training in place to help you get more referrals.
The next 20% represents individuals who are not clients. When meeting more people, we may encounter those who are not ideal prospects, such as DIY clients. They believe they can learn everything online and view advisors as mere information providers. They prefer to handle everything themselves to save on costs and don’t truly value the services offered by advisors. For us, we will be upfront and try to avoid spending too much time with these individuals, as we want to focus on people who value and appreciate our services.
The largest group, making up 60%, consists of potential clients who may be interested in our services. This is the segment that most advisors often miss when prospecting. At HWP, we apply a mass marketing approach, focusing on branding and marketing efforts. We conduct webinars, utilize social media marketing, and implement email marketing to reach out to these people. They may be in need of financial advice, but they may not know who you are yet. By concentrating on branding and marketing, we are able to proactively reach out to a wider audience, and they will come to us for financial advice. This method of prospecting is passive but effective in connecting with a broader clientele. Remember, prospecting is a continuous effort that requires a combination of strategies to ensure steady growth in the advisory business.
We believe that knowledge is the key to success. That’s why we have developed a proprietary training program designed to equip you with the skills and expertise needed to excel in the financial advisory field. Our comprehensive training covers everything from industry best practices to market trends, ensuring you are fully prepared to meet the challenges of the financial world. Led by an award-winning trainer, you will follow his step-by-step guide from fact finding, case preparation to case presentation. This award-winning trainer is hired by the team and his job is to focus on training the team advisor to be competence in conversion.
On top of that, you will have a direct manager to be your mentor. Your manager will run through the case that you have before your meeting with client. This will ensure that you can present well and increase your conversion rate. With their wealth of experience and insights, you’ll have access to invaluable knowledge that goes beyond textbooks and theory.
Holistic Wealth Planning (HWP) is an approach that aims to provide comprehensive financial solutions to clients by addressing all aspects of their financial needs and goals. By focusing on a holistic approach, financial advisors can better understand their clients’ unique situations and create customized plans that encompass various elements of financial planning. This comprehensive strategy often leads to closing bigger case sizes. At HWP, we offer a comprehensive and holistic financial planning template that you can use to provide exceptional financial planning services to your clients. This template not only allows you to add value to your client interactions but also helps generate larger case sizes and encourages multiple cases from each client.
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We take pride in offering a comprehensive range of financial services to our clients through the renowned Phillip Securities platform. With over 40,000 products available, we ensure that our clients have access to diverse investment opportunities to meet their unique financial goals.
As a financial professional, you’ll have the advantage of holding multiple licences within Phillip Securities, empowering you to provide holistic and tailored solutions for your clients. We believe that having multiple licences not only enhances your credibility but also enables you to build long-lasting relationships with your clients. When your clients choose you, they benefit from higher stickability. This means they will stick with you for the long term due to the extensive range of services you can offer. Your expertise and ability to navigate various financial markets inspire confidence in your clients, fostering strong client-advisor relationships. At Phillip Securities, you can hold up to three licences:
Firstly, with the securities trading licence, you can provide transaction services to your clients, executing trades on their behalf in various markets. This capability allows you to optimize their investment portfolios, taking into account market conditions and their financial objectives.
Secondly, the advisory licence empowers you to offer comprehensive financial advice, guiding your clients on insurance and investment strategies. By understanding their unique needs and risk tolerance, you can create tailored financial plans that align with their long-term aspirations.
Thirdly, you have the opportunity to obtain a fund management licence, enabling you to manage discretionary investment accounts. This licence provides you with the authority to make investment decisions on behalf of your clients, ensuring that their portfolios are actively managed in line with their changing circumstances and market dynamics.
By having multiple segments of financial services, your business model can perform well in any business cycle, diversifying your business risk and generating recurring and accumulative business.
As a financial advisory firm, staying ahead of the investment market and generating compelling investment ideas can indeed be challenging. However, at HWP, we have a comprehensive system in place to address these challenges and ensure that our advisors are well-equipped to engage clients and provide them with trustworthy investment solutions.
Our approach involves leveraging the expertise of our director, who diligently prepares monthly market updates and presentation materials. These updates are designed to keep our advisors informed about the latest market trends, economic developments, and potential investment opportunities. This ensures that our team is always up-to-date with the current financial landscape, allowing us to make well-informed decisions on behalf of our clients.
One of the key strengths of our firm is the existence of a model portfolio, which has amassed over 50 million dollars in investments. This portfolio serves as a reliable benchmark and a demonstration of our ability to deliver consistent and successful investment outcomes. By adhering to this model portfolio, our advisors are not only following proven strategies but also providing a sense of assurance to our clients that their investments are in capable hands.
The model portfolio is the result of meticulous research, expert analysis, and a deep understanding of various investment instruments. It is continuously monitored and adjusted as needed to adapt to changing market conditions. By utilizing the model portfolio as a foundation, our advisors can offer tailored investment solutions that align with each client’s unique financial goals, risk tolerance, and time horizon.
In HWP, we firmly believe that branding is the cornerstone of our success as financial advisors. In today’s competitive market, standing out from the crowd is essential, and that’s why we place a strong emphasis on branding and marketing initiatives. By doing so, we not only differentiate ourselves from other advisors but also build a strong and reputable presence in the financial industry.
One of our core strategies for building trust with our clients is through the provision of educational materials. We understand that financial literacy is vital for making informed decisions, so we strive to empower our clients with the knowledge they need to navigate the complexities of the financial world. Through webinars and seminars on financial literacy, we raise public awareness and promote a culture of financial understanding and responsibility.
At the company level, we recognize the importance of ongoing support for our advisors, and that’s why we have a dedicated branding and marketing team. This team works tirelessly to provide the necessary tools and resources for our advisors to effectively communicate their unique value proposition and build strong personal brands. By having a unified and consistent approach to branding, we ensure that our clients receive a consistent experience when interacting with any advisor in the team.
As part of our branding efforts, each advisor has a personalized profile page on the Phillip platform. This page serves as a hub for clients to learn more about the advisor, their expertise, and the services they offer. It not only enhances the advisor’s credibility but also helps clients connect on a more personal level, fostering trust and long-term relationships.
Click the image above to play the video
Click the image above to play the video
Our marketing and branding channels are diverse and always evolving. We believe in staying ahead of the curve to reach our target audience effectively. Articles, videos, radio interviews, and podcasts are some of the channels we leverage to share valuable insights and showcase our expertise. By engaging with our audience through different media, we ensure that our message reaches a wide range of individuals, helping them make informed financial decisions.
Our commitment to branding and marketing extends beyond merely selling our services. We are focused on building lasting relationships with our clients by providing valuable educational content, leveraging personalized platforms, and engaging through various media channels. By adopting this branding-centric approach, we are confident in creating a positive and memorable experience for our clients, ultimately leading to long-term success for HWP and our dedicated advisors.
Source: (Income Composition And Growth For A Top Producer)
As a financial advisor, there are three key rewards that make this profession attractive and fulfilling:
One of the significant advantages of being a financial advisor is that your income is directly related to the effort you put into your work. Unlike traditional employment where you receive a fixed paycheck regardless of your performance, as a financial advisor, your income potential is virtually unlimited. By providing more services to your clients, expanding your client base, and dedicating more time and effort to your work, you can substantially increase your earnings. This incentivizes advisors to continuously improve their skills, deliver exceptional service, and build long-lasting relationships with clients to thrive in their career.
Ever since my child was born in 2020, I can’t appreciate anything more than having the flexibility in working hours that allows me to spend precious time with my family. As a financial advisor, I have the ability to schedule my work around personal or family commitments. Gone are the days when I needed to report to the office from 9 am to 6 pm. In our line of work, we focus on productivity and output instead of the number of hours spent working. I can work early in the morning or late at night if needed, and I can also spend time at the playground with my kids during a regular weekday. To this day, I still spend every single morning taking my daughter to childcare, without having to rush to the office to “clock in” my working hours. I can work anywhere, anytime, whenever I need to.
I once saw a quote on a teacup: “Work, but don’t forget to live.” Work is important, but we should never forget the ultimate purpose of it.
Being a financial advisor offers a unique sense of fulfillment that arises from directly impacting the financial well-being of your clients. You play a crucial role in helping individuals and families make informed financial decisions and achieve their goals. Whether it’s guiding clients through complex investment choices, planning for retirement, securing insurance coverage, or preparing for major life events, the satisfaction derived from seeing your clients’ financial successes is unparalleled. This sense of fulfillment fosters a deeper connection with clients, strengthens trust, and often leads to long-term, rewarding relationships.
In summary, the rewards of being a financial advisor extend beyond monetary gains. The profession provides an opportunity for self-driven individuals to excel and grow, with income directly tied to their efforts and dedication. The flexibility in working hours empowers advisors to maintain a better work-life balance. Moreover, the sense of fulfillment that comes from positively impacting clients’ financial lives makes being a financial advisor a highly satisfying and purposeful career choice.
Let’s have a one-to-one discussion about your financial advisory career. I’m here to provide insights and guidance. Looking forward to chatting with you!
