I had the pleasure of attending the #TopOfMind workshop at DBS led by Benjamin Loh, and it was an eye-opening experience. The workshop helped me truly appreciate the importance of building and nurturing my personal brand. Benjamin's facilitation style was interactive, engaging, and structured, making the learning process both practical and enjoyable. He provided clear frameworks to help us shape our thinking into compelling writing, ensuring that the skills we learned were immediately applicable. What stood out most was his affable, personal, and enthusiastic approach.
Financial advisor masterclasses for your team.
Practical, immediately applicable skills that move the needle — for advisors and agency leaders across Asia. No generic, off-the-shelf workshops.
Book your discovery callFree 30-min session · Masterclasses booked at least 2 quarters ahead.
Financial advisor training topics
Our masterclasses are custom-designed to meet our students wherever they're at & aligned to the learning objectives to your big organizational goals. We don't do a cookie-cutter, 1-size-fits-all approach...
01Generative AI · Automation · Organic Social
Digital Marketing & Personal Branding Masterclasses
Unlock the potential of the digital age with our upskilling classes. Learn how to navigate:
- Generative AI & Automation
- Organic Social Media Marketing
- Other Digital Channels to enhance Visibility and Attract Clients
02Story-Selling · Presentations · Negotiation
Communications & Pitching Mastery Masterclasses
Master the art and science of persuasive communication in sales. Stand out from the competition.
- Storytelling-Selling technique
- Perfecting Client & Key Stakeholders Presentations
- Mastering Negotiation using Effective Verbal & Non-Verbal Communication
03Personal Brand · Referral Systems · Digital Campaigns
Offer Design & Recruitment Strategies Masterclasses
Discover how to identify and attract your ideal recruits through:
- Offer Design strategies
- Digital Recruitment Campaigns
- Relationship Building & Nurturing techniques (online & offline) that develop Long-Term Partnerships
See a masterclass in action.
A glimpse into how we deliver high-energy, practical training for financial advisory teams across Asia.
Built for agency leaders & institutional teams.
Agency directors whose teams need a structured, measurable digital upskilling programme
Institutional L&D teams at Fortune 500 insurers who need content built for financial services
Senior managers whose recruitment numbers have plateaued with conventional methods
Explore our masterclass program outlines.
Three signature programs, each crafted for a different stage of your growth. Tap any outline to expand.
In this 2-3 days training, learners will gain specific techniques to design, deliver and demonstrate their value to their online prospects through the power of storytelling.
Why is storytelling important?
It is the most powerful way for your audience to be anchored in your identity, value & unique ways of your financial advisory business:
- How telling better personal brand stories can skyrocket your online engagement and lead to stronger buy-in
- The 5 part structure to designing your brand story
- What it takes to be engaging and effective on the online world through social media when amplified with specific examples and copywriting strategies
- Why being able to generate good stories of your own work and client examples will be your sure-fire way to stay ahead of your competition even when times get hard
- How you can adopt a champion mindset in telling stories to win more customers & candidates through a live panel and Q&A session with producers in your environment
In this 3h high impact live webinar, learners will receive tools that will get them the attention they want from their clients the “2024-way”:
- Learn to use character storytelling strategies on social media to generate curiosity about your work in financial advisory
- Leverage the 3Es of Content creation to identify the right content blend keeping your audience engaged
- Understand Your Target Audience and Their Virtual Watering Holes (LinkedIn, Facebook & Instagram)
We want our students to succeed. We'll adopt a follow-up & follow-through (FUFT) format to ensure your learners absorb & immediately take action after — Plug & Play Templates, Q&A, Good Case Study Reference
Exclusive Gift: Level 1 success 90-day Action Plan for all learners
Elevate Your Financial and Digital Presence: Deep-Dive into LinkedIn Branding in 2024 (taught by a LinkedIn Top Voice!) If you're not on LinkedIn, you're leaving money on the table.
This 6 week program is curated, designed and delivered by Benjamin Loh, CSP, strategic growth Coach and LinkedIn Top Voice (invite-only global program and in 2024) along with his insights nurturing and training over 37,000 financial industry leaders and consultants.
In this interactive and hands-on program, he will be sharing his personal growth story — attaining over >1.4M impressions and >$400k SGD in new business in 1 year.
Teaching the exact same strategies Ben & his lead student — Jaslyn Ng used (fellow LinkedIn Top Voice 2024) who has garnered close to 1M impressions and 40% new business from LinkedIn in a year.
What participants say after the room lights up.
Swipe →
Benjamin has recently designed and conducted an impact pitch training for Prudential Singapore Customer division senior leaders. His openness and constructive input delivered a bespoke program catering to the needs of the team helped engagement of the training session. The impact to the team is evident immediately with the team applying the technics and tips to sharpen their pitching skills. Benjamin is a great joy to work with and most importantly, he has delivered and achieved my training brief.
Benjamin was really instrumental in coaching our Seedly team at the Seedly Personal Finance Festival and we are really grateful for the time and effort spent on our team. Not only was Benjamin detailed and precise in his feedback, he spent additional hours to coach our keynote presenters, and panel moderators on the exact styles and characteristics on what to share. To really sum it up, I would think that what makes Ben stand out in a world of coaches, is that he is extremely detailed and customised to the point that every advice is actionable and immediately improving every segment of our speeches & panels.
I had the pleasure of attending the #TopOfMind workshop at DBS led by Benjamin Loh, and it was an eye-opening experience. The workshop helped me truly appreciate the importance of building and nurturing my personal brand. Benjamin's facilitation style was interactive, engaging, and structured, making the learning process both practical and enjoyable. He provided clear frameworks to help us shape our thinking into compelling writing, ensuring that the skills we learned were immediately applicable. What stood out most was his affable, personal, and enthusiastic approach.
Benjamin has recently designed and conducted an impact pitch training for Prudential Singapore Customer division senior leaders. His openness and constructive input delivered a bespoke program catering to the needs of the team helped engagement of the training session. The impact to the team is evident immediately with the team applying the technics and tips to sharpen their pitching skills. Benjamin is a great joy to work with and most importantly, he has delivered and achieved my training brief.
Benjamin was really instrumental in coaching our Seedly team at the Seedly Personal Finance Festival and we are really grateful for the time and effort spent on our team. Not only was Benjamin detailed and precise in his feedback, he spent additional hours to coach our keynote presenters, and panel moderators on the exact styles and characteristics on what to share. To really sum it up, I would think that what makes Ben stand out in a world of coaches, is that he is extremely detailed and customised to the point that every advice is actionable and immediately improving every segment of our speeches & panels.
Want #TOPOFMIND to design & teach your next masterclass?
Book a 30-min deep-dive discovery call. We'll design the right programme for your team, your goals, and your timeline.
Speak to Ben's team