Back to the same contacts?
You want new conversations, but you don’t yet have a clear process for attracting prospects and staying connected until they are ready.
For practising financial advisers
Your next stage of growth.Powered by AI.
Not just more effort. A more systematic way to build your advisory business. Discover how Louis Koay brings together practical AI, repeatable processes and a physical branch to support prospecting and holistic wealth planning.
- Build your growth funnel
- Go beyond AI prompts
- Explore the HWP approach
13 October 2026 · 2:00–3:30 pm Singapore time · Live on Zoom
HWP Career Webinar
Systematic Growth Strategies for Financial Advisors — Empowered by AI
Does this sound familiar?
You’re working on your business.
You’re working on your business.
But is everything still depending on you?
Too much to create yourself?
Posts, presentations and client updates all need attention—alongside the actual work of advising and serving your clients.
Using AI, but only on the surface?
You’ve tried it for messages or social posts. Now you’re wondering how to move beyond one-off outputs and make it part of your process.
This session is about connecting the pieces—not adding more tasks to your list.
Inside the 90-minute session
See the systems behind
See the systems behind
a more deliberate way to grow.
Explore the business model, prospecting frameworks and practical AI applications in Louis’s own advisory journey.
01 / Build your pipeline
The Systematic Growth Funnel
See how content, webinars, follow-up and referrals fit together—so your marketing has a next step beyond getting attention.
- Stranger Reach the right audience
- Visitor Create interest
- Lead Start a connection
- Client Develop the relationship
- Promoter Encourage advocacy
Understand the journey from first awareness to an ongoing client relationship.
02 / Focus your effort
The 20–60–20 Rule of Prospecting
Learn Louis’s framework for thinking about “yes”, “maybe” and “no”—and how to nurture the relationships that are not ready yet.
20%YES
60%MAYBE
20%NO
03 / Think beyond the next case
A more holistic business model
Explore how insurance, investment and retirement planning fit into Louis’s approach to multiple income sources and recurring business.
Bring your growth challenges. See how the frameworks could apply to the way you work.
Reserve My Webinar SeatPractical AI for advisory workAlready using AI to write posts?
Already using AI to write posts?
See what comes next.
Discover the three levels of AI use—from asking for a specific output to building tools and delegating a workflow with clear limits.
Command Prompts
Ask for a specific output.
Use AI for messages, images, videos and client-facing content.
App Creation
Turn a repeated task into a tool.
Explore AI-built apps that support financial planning work and team use.
Agentic AI
Delegate a workflow with clear limits.
Explore where AI agents fit into tasks such as research, tracking and updates.
One topic. More ways to connect.
Word → Image → Video → Human touch
A post→A comic→A reel→A conversation
The approach: focus on a few tools, practise one step at a time, and improve AI’s ideas with your own experience. The human touch remains part of the process.
Blk 131 Jurong Gateway Road · J CONNECT
Beyond online marketing
Explore the Model at the Webinar
What if your next client conversation started with a walk-in?
Explore how HWP uses Phillip Investor Centre Lite – Jurong East as an ongoing lead-generation platform—not just a place to hold meetings.
A reason to walk in. POEMS account opening, share-related matters and investment enquiries create opportunities for conversations.
A broader planning conversation. The Financial Clinic approach connects protection, emergency funds, investments, retirement and wealth distribution.
A different growth channel. See how a physical presence fits alongside branding, promotions and digital marketing.
Your speaker
Louis Koay
CFA, CFP
Founder, Holistic Wealth Planners
Senior Financial Services Director
Phillip Securities
Louis moved from engineering into financial advisory in 2015. His practice brings together insurance, investment and retirement planning, alongside branding, systematic prospecting and team development.
In this session, he shares his advisory journey and how he uses AI in the business—then takes you inside the support and processes at HWP.
CFA & CFPProfessional qualifications
Dual-licensedRemisier and financial adviser
TOT 2021–2026Six consecutive years
A look inside HWPGood tools matter.
Good tools matter.
So does the support around you.
The webinar also introduces HWP as a career platform. See how the team works—and whether its approach fits your next chapter.
Branding and marketing
Content and talking points
Holistic wealth training, advisory tools and presentation decks
Investment portfolio and market updates
Events and activities
Explore how shared resources and team support fit into the day-to-day work of building an advisory practice.
Before you registerA few things
A few things
to know.
A focused session for advisers exploring practical AI, systematic growth and their next career chapter.
Who is this webinar for?
Practising financial advisers who want to explore a more systematic approach to prospecting, practical AI applications and holistic wealth planning. It is also relevant to advisers considering their next career step.
I’m still new to AI. Is the content relevant?
The session introduces three levels: Command Prompts, App Creation and Agentic AI. Louis’s approach is to focus on a few tools and take it one step at a time, rather than try to learn everything at once.
Is this also a career introduction to HWP?
Yes. Alongside the growth frameworks and AI sharing, Louis will introduce HWP’s team support, business approach and physical-branch model so you can explore whether they fit your next chapter.
When and where is the webinar?
The session is live on Zoom on 13 October 2026, from 2:00 to 3:30 pm Singapore time. This is an online webinar, not an in-person event at the branch.
How do I register?
Select “Reserve My Webinar Seat” and complete the webinar registration form. Registration takes place on the linked registration page.
Make space to work on your next chapter
Don’t just add another AI tool.
Don’t just add another AI tool.
See how it fits into your business.
Join Louis for 90 minutes of practical sharing on systematic growth, AI and the HWP approach to building an advisory practice.
13 October 2026 · 2:00–3:30 pm Singapore time
Live on Zoom · For practising financial advisers
Reserve My Webinar Seat
Live on Zoom · For practising financial advisers
HWP Career Webinar · Louis Koay, CFA, CFP