Why Advisors Work Hard, Present Products Well but Still Close Small Opportunities
This probably sounds familiar to you
regardless of the company you are in, you will likely be inundated with an immense amount of product knowledge to the point you might say that your brain is fried.
Interestingly having loads of product knowledge tends to give us an initial sense of confidence about selling the product well
until we discover that this confidence is misplaced
We start to realise this because clients;
❌ appear to be distracted and disinterested
❌ throw loads of objections and challenge your professionalism
❌ Seems confused and unconvinced that you are the right person to help them
❌ Don't want to give you referrals
❌ Tell you they will think about it but never gets back to you
and even if they end up buying something, it's always a small opportunity
and often the opportunity doesn't come around again
If any of this sounds familiar to you the good news is half you battle is already won because you are well versed with your products, the next thing you need know is
To appeal to how the brain processes information by knowing how to ;
✅ Simplify complex information
✅ create emotional attachment to your points, products and practice
✅ Create a clear throughline where all your points intersect
✅ Make your points highly relatable
✅ Incorporating flight or flight mechanism into your presentation
Simply put, your clients response to you have nothing to do with your product knowledge but everything to do with how your messages appeal to them
That's when referrals come easier and how you sell more without selling harder !
I know this because I used to be like you - leaning on product knowledge like a belt of honor only to fall flat on my face when clients were disinterested and wanted to get out of the conversation. Worse of all, I seemed to them like any other consultant, making me easily replaceable.
Having coached MDRT, COT and TOT qualifiers, I've seen so many who have been inhibited by this misperception that cripples their ability to impact the clients the way they want to but once they learned how to craft messages that appeal to their audience, that's when they also start to sell effortlessly.
One student of mine was even able to close $10,000,000 In Sales through a single sales presentation using the methods that will be covered in this masterclass.
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In This Masterclass You'll Learn:
✅ The way the brain works and how you can align your message to it
✅ How to simplify complex messages
✅ How to be remembered long after you have spoke to your customer
✅ How to craft compelling stories to position your products, services and brand as the best choice for your customers using AI
✅ How to create bigger sales opportunities using story telling
Who This Is For:
🏆Financial advisors who are caught in the details and struggle to communicate value effectively
🏆Advisors who want to close bigger opportunities without needing to be pushy
🏆Advisors who want to build a strong personal brand both and offline
🏆Advisors who want to be their client's preferred choice
🏆Advisors who want to be remembered for future opportunities and have increased referrals
Why Advisors Work Hard, Present Products Well and Still Close Small Opportunities
Discover What Top Sales Consultants Do To Sell More Without Selling Harder
Details As Follows:
Story Selling Masterclass Details:
Date: 28 Aug 2026 (Friday)
Time: 1:30 PM – 5:30 PM
Location:
10 Eunos Rd 8, #08-02
SingPost Centre, Training Room 1,2
Singapore 408600
*by clicking submit, you agree to photos and videos to be taken during this event ( which might feature you in them ) and to be contacted for future events.
Hi, I'm David King
Sales Coach to MDRT, COT and TOT qualifiers | Group Growth and Strategy Director @ Infinity Lumină
I first started my journey in sales as a financial services consultant. Back then no one really guided me and I was often told to beg for sales ( if necessary ) to get the numbers in, otherwise I was told to ask for support from friends.
Something inside didn't resonate because I knew that the sales process isn't about me but about the ones who are going to benefit from the product.
Countless hours of product learning, memorisation and training didn't help as well as it gave me a false sense of confidence that was met with constant disappointments and a manager who wouldn't stop telling me to beg for sales
as you would guess, I eventually quit financial planning.
But my journey in selling continued when I moved to medical sales where I eventually learned that
"People do not buy products, they buy how it makes them feel"
What this means is if we are able to attach a meaningful emotion to a product, service or brand - customers will not just be inclined to buy but will also display strong loyalty and entrust the brand or sales professional with a bigger purchase.
Knowing this - I eventually went from struggling in sales to being one of the top in my company.
At that point was also when I had this realisation that a good sales personal has nothing to do with personality but everything to do with knowing their clients personally.
After being in medical sales for over 10 years, I've circled back to serve the advisory industry as a sales and social media coach where I've since been able to serve MDRT, COT & TOT consultants - helping many of them achieve higher heights with what you will learn from this masterclass.
If any of this resonates with you and you want to start closing bigger opportunities without being pushy, to be remembered by your clients for other opportunities such as referrals and to experience strong customer loyalty
Register now for this program !
Sign Up For The Lumină Story Selling Masterclass Now !
*Limited Seats Available
Masterclass Details:
Date: 28 Aug 2026 (Friday)
Time: 1:30 PM – 5:30 PM
Location:
10 Eunos Rd 8, #08-02
SingPost Centre, Training Room 1,2
Singapore 408600
*by clicking submit, you agree to photos and videos to be taken during this event ( which might feature you in them ) and to be contacted for future events.
About Infinity Lumină
Lumină means light in Latin
We are a passionate team of close to 50 consultants
Led by Andy Peh, We run our business with a mission to light up the lives of our clients by giving them clarity, confidence and control for their future.
To make this happen, Our DNA also extends towards our team where we empower them with the right tools that enable them to build a business in financial advisory in an effective and sustainable way.
Mat 5:14 - You are the light of the world