A COMPREHENSIVE GUIDE FOR YOUR MDRT JOURNEY
R KUMARAN
Resident Coach
Insurance Business Coach with 15 years of industry experience
PREPARE
PHASE
2 DAYS INTENSE GEAR UP PROGRAMME
Background:
The Prepare Phase aims to generate the best results from Financial Consultants and Agency Leaders by setting specific goals, making a plan, and getting the details right from the beginning.
Aim:
PREPARE is an Intense 8 Session Programme for Financial Consultants and Agency Leaders. Each Session is 2 hours and it is designed with the aim of equipping them with Core Skills that every Financial Consultant & Agency Leader needs to know to Grow, Scale, and Amplify their Insurance Business.
ADAH AHMAD
Resident Coach
Digital Specialist and Trainer in Website Design & Lead Generation with 14 years of industry experience
PLAY
PHASE
90 DAYS POWER UP PROGRAMME
PLAY Phase is a Series of continuing effort to gear Financial Consultants and Agency Leaders towards MDRT and other Company Specific Targets and Goals. It involves enhanced Topics & Programmes run by Mentors as well as Curated Branding, Events and Leads Generation Activities to guide them towards optimum performance.
Background:
With the strong foundation created from Prepare Phase, the Play Phase is Play Lite & Part Hard of the 180 Days Series of continuous Coaching / Mentoring & Activity to gear Financial Consultants and Agency Leaders towards MDRT and other Company Specific Targets and Goals.
The PLAY involves Contact & E-Learning Topics, Programmes run by Mentors as well as Curated Branding, Events and Leads Generation Activities to guide them towards Optimum Performance.
Aim:
Building & Executing Your Personal / Agency Business Canvas Model with “ The Power Of 3”
ADAH AHMAD
Resident Coach
Digital Specialist and Trainer in Website Design & Lead Generation with 14 years of industry experience
JOCELYN GOH
Resident Coach
Visibility Strategist and Trainer with 5 years of industry experience
STAY
PHASE
FLEXIBLE FINAL SPRINT MASTERCLASS &
BOOSTER EVENTS
STAY Phase is designed to ensure that Financial Consultants & Agency Leaders upscale themselves, their business and team to greater heights. This is achieved with more targeted Branding Initiatives, Curated Events and Quality Leads to push towards their Goals.
Background:
Once the Financial Consultants are done with the Prepare Phase: 6 Sessions Intensive Coaching Programme and the Play Lite and Play Hard Phase: 180 Journey to MDRT.
The STAY Phase is designed to ensure that they keep the good work going and upscale themselves, their business and team to greater heights. This Segment of the Insurance Playbook aims to assist Financial Consultants and Agency Leaders who are falling short of their targets or aiming for higher achievement such as COT and TOT.
This is achieved with more targeted Coaching / Mentoring Sessions / Customised MasterClasses and Booster “ Power Of 3 “ – Branding Initiatives, Curated Events and Quality Leads Generation to push towards their goals.
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