Case Study: Terence Tan

10x His Production

Company: Manulife

Industry Experience (First joined) : 2 years


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”

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