Why Some Advisors Stay Stuck While Others Build $500,000+ Annual Income Systems
How to Stop Chasing Results and Start Building Systems That Generate The Results You WANT.
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Many financial advisors work incredibly hard.They prospect, attend meetings, chase awards and hit targets.
Then when the clock strikes 12am on 1st January the chase starts again and though it seems like they are doing the right thing year after year
they find themselves asking:
"Why am I still working this hard just to maintain the same level of production?"
If you've ever felt exhausted despite doing everything you're supposed to do, you're not alone.
I've noticed ( even for myself when I first started ) that Advisors with more than 2 years of experience often start to feel tired of this business because;
❌ They chase production instead of building systems
❌ They have no repeatable process for generating opportunities
❌ Their positioning doesn't grow and opportunities remain small
and eventually after a few years in, they "surprisingly" leave.
Do you feel that way now or have seen that before?
If any of this sounds familiar to you the good news is it has nothing to do with your effort nor your ability
instead what you need is;
✅ A system that positions you as the expert
✅ A process that continuously adds value
✅ A platform that builds trust before you ever make an offer
✅ The discipline to build assets instead of chasing transactions
Simply put, if you know how to strategize what you sell and your clients can see you often enough in your element
You would have built a system that has MDRT and COT chasing after you !
I know this because I used to be like you. Worn out from all the chasing and then one day I stopped to ask myself if this is how I wanted to continue my practice
This one step changed the whole business trajectory for me and the rest is history
I've since been abled me to build:
• More than $70 million AUM
• A recurring client engagement system
• Consistent six-figure annual income
• Deep client trust that compounds over time
In This Masterclass You'll Learn:
✅ Why most advisors become trapped chasing production
✅ How to build a sustainable client engagement system
✅ The 3C Framework
✅ How to position yourself as an investment specialist
✅ How to run monthly client education sessions that create trust and opportunities
✅ How to turn existing clients into your greatest business asset
✅ How to create an advisory business that grows even when you're not actively selling
Who This Is For:
* Financial advisors with at least 2 years of experience
* Advisors who have achieved MDRT at least once
* Advisors who feel stuck at the same production level year after year
* Advisors who are tired of constantly chasing new business
* Advisors who want to build systems instead of relying solely on effort
* Advisors who want to create sustainable, recurring growth
Why Some Advisors Stay Stuck While Others Build $500,000+ Annual Income Systems
How to Stop Chasing Results and Start Building Systems That Generate The Results You WANT.
Details As Follows:
Masterclass Details:
Date: 24 July 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 Ivan Guan !
TOT Qualifier / Financial Services Manager @ Infinity Lumină
When I first started in the industry, I was like many consultants — hungry to do well, eager to make an impact, and willing to work as hard as it took.
And I did.
Over time, I achieved milestones like MDRT. But if I’m honest, even while achieving, I often felt exhausted because every year felt like a chase when I had to start all over again and I knew deep down that I wasn’t building the kind of business I truly wanted.
The turning point came when I realized that too many of us are taught how to chase results but not enough of us are taught how to build a business system.
A system that creates stronger positioning, builds continuity and one that allows results to come from strategy, not just effort.
That realization changed everything for me. I began to think much more intentionally about the kind of portfolio I was building, the business model I wanted, and how to create long-term momentum instead of repeating the same stressful cycle year after year.
Funny thing is We help clients create passive income for their future but are we creating passive income for our own business?
I started building one where the system works harder, and where I no longer had to keep chasing every result the same way as before.
That is why I’m excited to share this masterclass ecause I believe many consultants do not need more hype.
They need a better way to build.
Success should not be built around guesswork.
It should be built around a system that works.
Join me if this resonates with you
Sign Up For The Lumină Sales To Scales Program Now !
*Limited Seats Available
Masterclass Details:
Date: 24 July 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