Referred Lead Prospecting & Appointment Scheduling
26 October 2021, 10.00 a.m. – 11.30 a.m. (MY Time)

This webinar is designed for Agents and Sales Leaders (Mgt.). It includes valuable insights into why Personal Introduction Referrals are the Preferred Prospecting Choice in today’s retail market. Other discussion areas include the following:
  • A proven referred lead presentation with a psychological study as to why each of the 10-step process is critical to obtaining favourable referrals
  • Keys to converting referred leads into favourable and easier sales appointments
  • Statistical data on industry research
  • Virtual prospecting during Covid – Tips for success
Registration Link:
Registration closing date: 11 October 2021, 6.00 p.m.

The Facts of Fact Finding for The Professional Advisor
19 November 2021, 10.00 a.m. – 11.30 a.m. (MY Time)

No sale and no long-term client relationship can be developed without the successful and professional completion of a Fact Finder.

Join this webinar to learn about "The facts of fact finding for the professional advisor" and realize the benefits of building trusting relationships and a referral system to enhance your practice.

Learning Objectives
  • Identify the 4 elements of a professional Fact Finder discussion.
  • Develop thought and emotion provoking questions to use during the fact-finding experience.
  • Implement a professional Fact-Finding process, and build a trusting relationship with prospects/clients.
Registration Link:
Registration closing date: 25 October 2021, 6.00 p.m.

Elevating the Client Experience
19 January 2022, 10.00 a.m. – 11.30 a.m. (MY Time)

Building a practice of clients with a foundation based on trust and professionalism is the mission of all advisors.

Join us to "discover" the process for successful execution!

Learning Objectives
  • Identify the KASH – Knowledge, Aptitude, Skills and Habits – required to build a large client base.
  • Recognize the partnership between “Activity Management and Performance” in your client building initiatives.
  • Implement a "Client acquisition and Client building" system based on your soft skills, and the steps needed to develop a winning organization and culture.
Registration Link:
Registration closing date: 18 November 2021, 6.00 p.m.

Recruiting For Success
30 November 2021, 10.00 a.m. – 11.30 a.m. (MY Time)

This webinar is for Sales Leaders and will provide valuable insights into a proven recruiting method and proper selection of new agents to build a successful sales team in today's covid retail market

Registration Link:
Registration closing date: 29 November 2021, 6.00 p.m.

Building a Coaching for Success Culture
12 January 2022, 10.00 a.m. – 11.30 a.m. (MY Time)

In today's complex environment, it is necessary to update and master the skills and mindset to build a relationship of trust and synergy, based on respect and equality, through which to inspire motivation and commitment.

Learning Objective

  1. Foundations of Effective Virtual Coaching.
  2. Identify the types of Coaching and the Principles that drive it today.
  3. How to positively influence others in Complex Environments.
Registration Link:
Registration closing date: 8 December 2021, 6.00 p.m.

Speaker’s Profile
Bill McDermott
​Global Performance Solutions Group – Managing Partner & Lead Consultant

Bill has over 30 years of experience in Sales and Marketing in the domestic and international Financial Services markets. Having begun his career as a producer, his success in Sales and Marketing has landed him roles as a Managing Director, Chief Agency and Chief Marketing officers.

Bill’s experience includes working in over 15 countries of which 17 years were spent living in South East Asia where he builds and grows Agency Distribution organizations in Hong Kong, Singapore, Malaysia, Thailand, Taiwan, Korea and the Philippines. He was a frequent speaker and coach at Asia-Pacific industry meetings such as GAMA and MDRT.

Bill has also served on the NAIFA – Chicago, Illinois, USA Executive Board – and has won numerous industry awards over the past 15 years as a Field Executive. A graduate of Midland University in Nebraska, USA, Bill has also earned the prestigious LIMRA Leadership Institute Fellowship (LLIF) designation from LIMRA International and the University of Pennsylvania - Wharton School of Business.

John Lensi
​Global Performance Solutions Group – Managing Partner & Lead Consultant

John has a unique blend of industry experience in the insurance and financial services industry spanning four decades, which includes Sales, Wholesaling, Sales Management, Field Sales Support, Producer & Management Training Development Head, Sales Executive Leadership, and Consulting. He has an extensive track record of building and leading sales teams across eight different distribution channels.

John is known as a business development ‘architect’ for having built numerous sales teams, training platforms, developed alternate distribution and sales support infrastructures. He has earned numerous awards over his career, authored a number of trade journal articles, and has been a frequent speaker at industry meetings.

During his distinguished career, he has served as industry chairperson of the Agent & Management Development Committee and as a member of the Advanced Markets Committee for LIMRA International. John is also one of the founding leaders of the International Association of Registered Financial Planners, established to set high industry standards for financial planning professionals. He has obtained six professional designations in addition to his Undergraduate Degree in Business Administration from Central Connecticut State University.

Registration Fee:
Certification for Sales Professionals:
  • Referred Lead Prospecting & Appointment Scheduling
  • The Facts of Fact Finding for The Professional Advisor
  • Elevating the Client Experience
RM 250.00 (USD 75.00)
*Normal Fee RM 285.00 (USD 85.00)

Click HERE to register
Certification for Sales Leaders:
  • Recruiting For Success
  • Building a Coaching for Success Culture
RM 150.00 (USD 50.00)
*Normal Fee RM 190.00 (USD 60.00)

Click HERE to register
Certification in Mastering Sales.

Register for all 5 sessions to obtain the Certification in Mastering Sales.

RM 399.00 (USD 99.00)

Click HERE to register
Individual Session:

You may choose to sign up for individual sessions based on your interest. The link to register is available above session’s information.

*RM 95.00 (USD 25.00)

To register, please refer to the details of the sessions above.


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#LearningNeverStops Webinar Series or contact us at +603 2712 8882 or
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