Case Study: Alex Toh

Went From $3,000/Month to $5,000/Month in 5 Months

Company: Manulife FA

Industry Experience (First joined) : 5 years


When we first met Alex, his business model was to consistently "hunt" for new leads in the cold market. Although the results were decent, the biggest challenge for him was that he couldn’t stop hunting for new leads, because he knew that the moment he stops will be the moment when he will be unable to put food on the table for his family.

He felt demoralized with the current way he is running his advisory business because he knew that this was not sustainable and feasible to him for the next 10 years.

The Process

After Alex joined the program, we immediately helped him transition from a “hunting” model of advisory to a “farming” model. We shifted his mindset from having the expectation of closing the prospects in every appointment, to only having the intention of providing and communicating value to them.

We also refined his referral model where not only did he start getting referrals from his clients, but from his prospects as well.

The Results

As a result of transiting to the “Farming” Model and all the value that he has provided to his clients and prospects, he was able to substantially increase his FYC from $3,000/month to $5,000/month (easily).

He also 3x his passive referrals from having 1 a month, to 3 a month. The amazing part? 20% of these referrals came from prospects that he didn’t close in the past!

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