Are you a...



Chief Agency Officer
Chief Partnership Distribution Officer
Agency / Banca Training Head
Agency Leader
Financial Advisory Owner

who is looking for proven, tested adoptable frameworks to achieve quantum agency growth in manpower and productivity?

Do You Face These Challenges?

Recruitment Challenges:


1. Difficulty in Recruiting the Right Candidates:
Struggling to find candidates compatible with your team's dynamics.

2. Running Out of Recruitment Leads:
Constantly facing challenges in generating a steady stream of potential recruits.

3. Recruiting Candidates Earning Better Than You:
Struggling to attract candidates with high earning potential.

4. Lack of Compelling Recruitment Pitch:
Absence of an engaging presentation that appeals to candidates and motivates them to join your team.

5. High Attrition Rate:
Successfully recruiting candidates who later leave for other opportunities / agencies.

6. Managing a Diverse Age Group:
Leading a team with a mix of age goups, finding it challenging to appeal to younger generations.

7. Uncertainty in prospecting for New Recruits:
Not knowing where to begin when seeking out potential candidates for recruitment.

Coaching Challenges:


1. Absence of New Agent Onboarding System:
Feeling stuck in guiding new candidates as there's no structured onboarding system in place.

2. Resistant High Performers:
Struggling to coach successful advisors or managers who resist guidance or frequently change appointments.

3. Average-Performing Advisors:
Managing a team of advisors with average performance and finding it challenging to elevate them to peak productivity.

4. Difficulty in Achieving Breakthrough:
Agency production has plateaued, and there's a struggle to facilitate a significant breakthrough.

5. Overwhelmed Time Management:
Ineffective time use due to overwhelming demands to coach all managers and advisors, leading to a balancing challenge.

6. Conflict Resolution Apprehension:
Fearful of addressing conflicts with managers and advisors directly, hindering effective conflict resolution.

7. Short-Term Focus:
Only focusing on short-term goals, lacking encouragement for team members to build their own teams or progress to higher roles.

8. Ineffective Coaching Sessions:
Coaching everyone equally without tailoring sessions to individual needs resulting in ineffective coaching.

9. Unclear Coaching Role:

Difficulty differentiating between mentor, coach, manager, or leader roles during coaching sessions, leading to ineffectiveness

Agency Building Challenges:


1. Lack of Lead Generation Ecosystem
Absence of a lead generation ecosystem hampers advisor growth, hindering efforts to pitch and form partnerships with Centers of Influence (COIs) for acquiring prospects.

2. Scaling to Multi-Million Dollar Agency:
Facing challenges in scaling the agency to the next level, transitioning into a multi-million dollar business.

3. Inefficient Resource Utilization:
Insufficient admin or PA support, resulting in ineffective use of resources that could free up advisors' time for increased sales.

4. Delegating Departmental Responsibilities:
Difficulty in empowering managers to run different departments and manage the agency as a business entity.

5. Effective Reinvestment Strategies:
Lack of knowledge on how to reinvest business allowances to foster agency growth, inspire advisors, and scale the business.

6. Absence of Business Mindset:
Lack of a business mindset, hindering the ability to grow the agency strategically and manage day-to-day operations effectively.

7. Empowering Systems and SOPs:
Unable to establish empowering systems or Standard Operating Procedures (SOPs) for the business to self-run efficiently, reducing dependency on personal time.

8. Leadership Development and Vision Selling:
Inability to train and inspire new leaders, creating a vision that emphasizes the importance of transitioning into management roles to support and enhance the agency.

9. Lack of Acquisition Know-How:
Uncertain about the process of buying and acquiring other agencies, limiting opportunities for expansion and growth.

Introducing Leadership Effectiveness & AI-Powered Program (L.E.A.P)



L.E.A.P is a revolutionary Leadership Effectiveness AI-Powered Program (Gen-AI), guiding individuals — seasoned managers or aspiring leaders — through a transformative journey, empowering them with essetial skills for unparalleled success in the dynamic leadership landscape.



Take a leap to our three programs aimed at helping you solve your challenges.

L.E.A.P Recruitment

Recruit, Select & Onboard Quality Candidates with the D.R.E.A.M. Framework

L.E.A.P Coaching

Develop & Mold Sales Advisors into Highly Performing Producers with the A.C.E.S. Framework

L.E.A.P Agency Building

Build, Grow & Accelerate Districts to Million Dollar Agencies with the M.O.S.T. Framework

L.E.A.P Recruitment:


1. Agency Leaders will undergo comprehensive training in the D.R.E.A.M Framework, empowering them to navigate the complexities of recruitment.

2. This module establishesthe groundwork for fostering cohesive and high-performing teams.

3. Ensures a streamlined process, targeting the right talent pools and activities.

Book A Discovery Call
Book A Discovery Call
L.E.A.P
Coaching:


1. Agency Leaders will embrace the A.C.E.S Framework, a guiding force that imparts strategies for activity oversight, coaching methodologies, and the development of hands-on field sills.

2. This module is designed to elevate participants to adept coaching roles, ensuring sustained success.

3. Cultivating an environment for sales advisors to evolve into high-performing producers.

4. Understanding the role between a coach, mentor, manager, and visionary leader.

Book A Discovery Call
Book A Discovery Call
L.E.A.P Agency Building:


1. Through the M.O.S.T Framework, Agency Leaders will again expertse in mindset management, organizational structuring, and effective time management.

2. This comprehensive guide offers invaluable insights for successfully navigating the intricate world of agency building, enabling leaders to achieve unprecedented success.

3. Equipping leaders with knowledge to build and accelerate million-dollar agencies.

Book A Discovery Call
Book A Discovery Call

Why L.E.A.P?

L.E.A.P goes beyond traditional leadership training, offering a comprehensive approach that integrates expertise, practical application, and frameworks. Whether you're a budding leader or looking to enhance existing skils, L.E.A.P serves as a catalyst for professional growth.


What Distinguishes L.E.A.P?
Guided By Practitioners
Hands On Expertise

How Can L.E.A.P Help You Succeed

In L.E.A.P., our leadership program with Gen-AI, we're here to help both experienced managers and new leaders. We give you the skills and smart insights you need for success in today's leadership world. With L.E.A.P., you stand out and succeed easily in the changing leadership game. Join us, and make success a sure thing!




L.E.A.P. Recruitment
Program


Outcome:
You will be able to Recruit, Select & Onboard Quality Candidates with our proprietary D.R.E.A.M. Framework. after the program.

Duration:
2 days program

In-Person Meeting
Book A Discovery Call
L.E.A.P. Coaching
Program


Outcome:
You will acquire the skills to Develop & Mold Sales Advisors into Highly Performing Producers with our proprietary A.C.E.S. Framework. after the program.

Duration:
2 days program

In-Person Meeting
Book A Discovery Call
L.E.A.P. Agency Building
Program


Outcome:
You will acquire the skills to Build, Grow & Accelerate Districts to Million Dollar Agencies with our proprietary M.O.S.T. Framework. after the program.

Duration:
2 days program

In-Person Meeting
Book A Discovery Call

Book A Discovery Call Today

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Trusted By Leading Organisations

Trusted by Our Peers



Jane Mingle (CDO, Ghana)
On behalf of an insurance firm in Ghana, simply saying 'thank you' is not enough. The training that you have provided - the knowledge and the passion with which you deliver the content - has been amazing.
We believe that we have learned so much here that we couldn't have learned anywhere else.

Moving forward, we will do things differently because of what we have gained from this training, and we sincerely thank you for it!
You've done the job with love, not for money, but because it's evident that you're passionate about it. You do it to share and impart your knowledge.



Wilfred Tay (Agency Leader, Singapore)
Raymond's Coaching session is ONE OF A KIND!
He design the session to be tailored made to your current situation by analysing what would be the best appropriate method to approach the problems. More often than not, instead of expecting the direct advise from him, he will probe you through his experiential questioning techniques and eventually you may figure out the solutions to your own problems!
This entire thinking process will groom you to the next level of navigating the challenges you may face in the future.



Samantha Yin (IFPC, Hong Kong)
Always learn from those with results, Because results don't lie. It's a great honor to invite Raymond Lim from Singapore to Hong Kong to share with us the wisdom of recruiting and building a strong (young) team, and the secrets of systematically creating an environment that the millennial generation loves.



Chanaka Liyanage (CAO, AIA Sri Lanka Agency)
Excellent content, engaging delivery & super practical.



Hasanga Ranaweera (AGM, AIA Sri Lanka Banca)
Very practical, easily adoptable & always results oriented.



Jeslyn Tan (President, Singapore Insurance Institute)
Your concepts are well researched, relevant and easily adoptable. On behalf of our members, thank you for your professionalism, enthusiasm and generous sharing.



Grace Sumlut (CAO, AIA Myanmar Agency)
Though it was a webinar, you were speaking each one of us directly & we all came out benefitting in many different areas.



Steven Lam (Global CAO, FWD)
You inspired me on how to use very simple products in the right way to WIN BIG.



Himadri Debnath (Agency Head of Distribution Strategy and Initiative, Tata AIA)
Calvin is a powerhouse of knowledge and practical applicator. He always surprises me with his innovative approach, practical content & engaging delivery.



Manish Sangal (CAO, Manulife Vietnam)
Calvin was instrumental in creating a state of the art learning academy that will surely help users for many years to come.



Our Agency Practitioners

Calvin Foo

Insurance Distribution Expert with 3 decades of financial services expertise in Life Insurance (Agency, Bancassurance, Broker, HNW), General Insurance (Accident & Health, Worksite Marketing) & Private Banking (Life Insurance).

An experienced practitioner of Sales Management, Calvin has trained, coached and mentored more than 2000 sales leaders in AIA, AXA, Manulife, Amret, AYA Bank, Bangkok Bank, BCA, BPI, China Bank, CIMB, Citi, Danamon, DBS, IndusInd, Prince, Public Bank & UBS.

Raymond Lim

Agency Leader, Sales Coach, Business Consultant & Serial Entrepreneur with 20 over years of experience in the financial industry.

He specialised in helping top leaders to breakthrough and improve their organizational leadership, communication, business growth and management skills.


If you have more questions about our program, book a discovery call today! We will get back to you within 1-2 days and explain more in details. Take a leap and book a discovery call today. You are on your way to embark on a transformative journey!

Book A Discovery Call Today

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Email: info@theleaptraining.com |
Website: theleaptraining.com