Our guest today is Daniel Lee

Daniel started his journey as a student advisor from SMU, a local prestigious university in Singapore.

He graduated with First Class Honours but yet he decided advisory was the route that he chose to take.

From there, he went from struggling to COT “accidentally” and right now he is on track to another COT

award.

In today’s episode, we’ll learn more about how he achieved his COT, the business model and the mindset behind his success.

We covered:

➡️ How he went from a top prestigious university, graduating with First Class Honors to becoming an Financial Advisor

➡️ The mindset behind achieving his COT (and that one thing to watch out for)

➡️ How this sales strategy is one of his key COT secrets (and it’s not about lead gen)

➡️The real differences in journey between MDRT, COT & TOT and why FYC is not the only indicator

➡️His ACTUAL 4 stage sales process to COT – Revealed!

➡️ Why prospects does not want to reveal their finances even IF they trust the advisor

➡️ His BIGGEST regret that he wished he didn’t make

This was a great conversation that we had on the advisory business, the model, frameworks and very REAL talk on making more money.

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