The Financial Adviser's Guide To Unlimited Quality Leads

Step-by-step directions on how to acquire, convert and maintain quality leads through online leverage. (No cold calling)
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  • Lectures 30
  • Length 2.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 6/2015 English

Course Description


This course was created by two trainers who have worked closely with Financial Advisers, helping them generate quality leads.

KC Tan specializes in the areas of Google Analytics (certified by Google), Search Engine Optimization, WordPress and eCommerce. He has extensive training experience and has conducted training courses for organizations including Singapore Compact CSR, Singapore Polytechnic, National University of Singapore Society (NUSS), Civil Service Club, JobsCentral Portal, CareerMinded and Singapore Business Federation (SBF).

Nazir Amir is a trainer with copywriting and marketing backgrounds. He has generated quality content for advertisements, websites, social media, SEO articles and several other marketing materials. He specializes in writing email marketing campaigns, helping many Financial Advisers generate quality leads for both sales and recruitment purposes.


The objective of this course is to empower Financial Advisers and other self-employed professionals in building leads, without having to depend on time-consuming activities like cold calls, road shows, door-knocking and so on.

During our workshops, we've had Financial Advisers ask us to help them generate quality leads for their business. This is because many of them wish to focus on delivering value to existing customers, and spend less time gathering cold leads. This course covers step-by-step instructions on how to leverage on the Internet, and create a lead-generating system for Financial Advisers.

This course contains real-life applications of proven concepts. We've tested different scenarios, researched all sorts of strategies, gathered the ones that worked and placed them in this course.

The content is conducted in an organised manner, with easy-to-follow instructions so as to maximize the value students receive.

The following is what you can expect to learn from this course:

  • Craft emails that generate results way above the industry average
  • Learn methods used to generate repeat sales for Financial Adviser clients
  • Generate a steady source of quality leads
  • Nurture existing leads and generate referrals from them
  • Improve your open and response rates for existing email campaigns
  • Turn leads into loyal customers
  • Marketing your business more cost-effectively
  • Reduce the need for cold calls and visits
  • Maximise ROI for your current advertising and marketing budget
  • Improve conversion rates of existing marketing campaigns


Think you could do with a consistent source of quality leads for your financial advisory business? Try out the course!

Remember that it comes with a 30-Day money back guarantee.


Here you'll find only practical and applicable content. We don't believe in delivering "grand ideas" that sound good, but generate no results. All steps are immediately applicable, allowing you to see results once the effort has been applied.

Students that have gained the marketing advantage over their competitors after applying the course content include:

  • Financial Advisers
  • Property Agents/ Realtors
  • Small Business Owners
  • SMEs
  • Business and Personal Coaches
  • Sales Professionals
  • Internet Marketers
  • Network Marketers

What this course is NOT:

We will not share unethical tips on "tricking" consumers or prospects to buy from you.

There are no shortcuts to generating massive leads fast. Instead, we share only sustainable strategies that work for the long-term.

What are the requirements?

  • A learnable attitude
  • No IT expertise required
  • All you need is a computer with Internet access

What am I going to get from this course?

  • Nurture and convert your leads into paid customers
  • Generate a steady source of quality leads
  • Get your emails opened, read and clicked ahead of the competition
  • Build profitable relationships that lead to repeat sales
  • Leverage on online tools without advanced, technical knowledge
  • Grow your business without purchasing databases of contacts
  • Better convert prospects into paying customers
  • Market a business using one of the most effective and affordable marketing tool around

Who is the target audience?

  • Financial Advisers
  • Entrepreneurs with tight marketing budgets
  • Businesses that use emails to communicate with their prospects and clients
  • This course is NOT about buying or renting databases of cold leads
  • This course is NOT about getting rich quick

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction
What This Course Is About
Section 2: Profiting From New Customers Behavior

You will learn why in this new economy cold calling and street survey doesn't work as effective as before!


Discover what are the most common mistakes that other Financial Advisors make when they go online! And how to avoid them!


Learn what are the differences between inbound and outbound marketing. And which one are you using now.


Discover what is the best way to attract your ideal client online without spending a lot of money!


Learn what is the perfect online business funnel to automate your leads generation online.

Section 3: The Science Behind Profitable Leads

Learn how you can do a competition analysis online in this lecture. Never start a websit or blog without watching this!


You will learn how to find out what keywords your customers are searching online so that you can focus and trget them.


From the keywords that you have generated from the list previously, discover how you can leverage these keywords to get you massive sales!


Learn what are the most important thing you must have on your website or blog to convert visitor into subscribers and eventually into clients. You will learn three simple things you can create to attract yoru ideal clients!

1 page

Download and print out this Action Plan to get the results you want!

Section 4: Finding Your Automated Lead Generating Partner

You will lean how to get your visitors to subscribe to your mailing list using these techniques. These are the important elements that you must have in your website.


You will learn in this first part video on how to create the structure of a successful website. You do not need any web programming knowledge to apply these techniques.


You will learn in this second part series on how you can create pages that are important to the success to your website! You will also learn how to insert contact form into your website so that others can contact you.


In this lecture, you will learn how you turn your website into a leads generating machine 24/7 by integrating your website with the auto-responder that we recommend.


In this lecture, you will learn how to drive targeted traffic (people who are looking for the services that you are providing) to your website. This is one of the most important lectures in this course.

1 page

Download and print out this Action Plan to get the results you want!

Section 5: Emails that Get Results

In this lecture, we look at the results I've helped my clients obtain via emails. They include financial adviser teams and individuals.


We cover the factors that contribute to an effective email, like design and structure.


We look at the formula for effective subject lines, and examples that apply to the financial advisory industry.


What makes an effective introduction for emails? We look at these details, and a few practical examples.


There's a way to write content that readers love reading, and it's covered in this lecture.


A great conclusion results in replies, clicks or even appointments. We look at how this gets done here.

Section 6: Hidden Elements that Trigger Sales

We look at what criteria makes a good ESP


This lecture covers a few ways of getting your readers to take action


We look at how to optimise your email signature so it can help in getting leads for your business!


Being the authority in your industry with your mailing list is extremely profitable. We look at how this can be done.


Your emails can help boost search engine rankings for your site or blog. We cover the methods here.


We look at how your emails can reduce your advertising costs, and increase their efficacy.

Section 7: Conclusion
Now That You're Done...

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Instructor Biography

KC Tan, Online Business Coach, Small Business Owner

In 2008, KC founded his first business, developing professional websites for business owners and helping them to market their websites online through search engines. Today, KC gets to do what he enjoys most, which is training – bringing his years of experiences and expertise to teach business owners and individuals on how to create their own websites and marketing them online.

Over the years, KC found that most people actually do not have much difficulty learning a new tool (say using WordPress to create a website). The real problem was that people often find themselves stuck or see no results because they simply had no idea what to use those newly acquired tools for!

This motivated KC to put even more focus on helping people to bridge this gap. KC believes that everyone has something so valuable in them that other people would want to learn from. The challenge is most people do not have a system to package and sell their knowledge. KC aims to equip everyone with the skill of turning what you know into something that people is willing to pay them for.

KC specializes in the areas of Search Engine Optimization, WordPress and eCommerce. He has extensive training experience and has conducted training courses for organizations including Singapore Compact CSR, Singapore Polytechnic, National University of Singapore Society (NUSS), Civil Service Club, JobsCentral Portal, CareerMinded and Singapore Business Federation (SBF). KC's entrepreneurial journey has also been featured in the book – “Are You Ready To Be The Next Entrepreneur?" – showcasing more than 30 successful stories of aspiring entrepreneurs!

Instructor Biography

Nazir Tan Amir, Email Relationship Marketing Trainer

Nazir Tan Amir started with a career in marketing and soon after, discovered his interest for content generation. He started with a few freelance copywriting projects and when he began to receive repeat customers, Nazir quit his full-time marketing job and started a business in this industry. His company, Dexcopy Pte Ltd, helped individuals and businesses generate quality content for their presentations, brochures, advertisements, editorials, advertorials, websites, social media profiles, SEO and several other forms of marketing.

Not long after, Nazir chanced upon the world of email marketing. He looked back and realised that while the email was a timeless form of online communication, people (and businesses) were not getting the responses they wanted. There were misunderstandings of what email marketing really is, and how to effectively use it. In many events, people were simply spamming their contacts and not receiving the response they wanted.

Nazir saw the potential in this industry and he knew that that the email could become a highly profitable tool for marketing. He then started researching and experimenting on different approaches to marketing via email. After discovering an effective method, Nazir started offering his services to his customer. Once they started enjoying higher response rates, Nazir decided to share this highly effective (and ethical) method with even more people.

Hence the Email Relationship Marketing education system was born.

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