For Financial Advisors & Real Estate Agents

How to get 10-20 high quality sales Leads

per week using your social media

in as fast as 30 days

Without a Huge Following, Buying Leads, Cold Calling, Or Doing Roadshows 

Worked With Clients From:

Why Work With Us?

I) Look At Our Results Below

We help agents in the Financial Advisory & Real Estate industry to unlock an additional 10 to 20 high quality leads per week and increase their closing ratio with authentic and highly-engaging social media content.

We have since helped over 100 of the top agents to generate more than 10,000 leads & appointments, resulting in over $5 million in commissions.

II) We Can Get You Passive Appointments Even If You Have Zero Online Presence

If you’re worried about using social media to get passive appointments per week because you have zero online presence, that’s exactly where we can help you. 

Many of our most successful clients were in the same spot when they started with us. 

What we do is build your online brand from the ground up without making your content dull and cringy. 

Instead, we’re talking about creating a more relatable and approachable image that grabs the attention of a steady stream of ready-to-buy prospects.

III) You Need to Stand Out With Personalised Social Media Content

Our clients have been consistently getting 3 to 5 passive appointments per week with social media with our 5-step personal branding & sales strategy. 

Unlike the typical social media content, which is often generic and lacking personal touch, our approach is not one-size-fits-all. 

We’ll make sure you stand out among other financial consultants, and grow your personal branding to sustainably close more and larger deals in record time.

Here’s Proof That Our 5-Step Personal Branding & Sales Strategy Works

Generated Over 200 Leads With Social Media In Just His First Year As A Financial Consultant

Caleb Tay

(Director)

Some Of The Key Highlights Of This Case Study:

  • New to industry with limited social media presence

  • Sacrificed weekends for ineffective content creation

  • Showcased Caleb's unique personality in areas of finance, personal growth, motivation and discipline

  • Implemented our 5-step personal branding & sales strategy

  • Consistently getting 15-20 leads monthly on autopilot

  • Generated 200+ leads in his first year

  • Established strong personal branding & increased social media following from 777 to 5,163

  • Was able to focus on closing more appointments, upgrade his advisory skill sets and build a team of highly productive agents

  • Built a team of 40+ productive agents

Secured 2 To 3 Passive Referrals Every Week While Attaining MDRT Consistently

Jerry Tan

(Financial Consultant)

Some Of The Key Highlights Of This Case Study:

  • Had a hard time managing his advisory work & achieving MDRT consistently

  • Used to spend up to 5 hours making one post, taking away personal time

  • Lacked proper sales system which caused him eventual backlogs & mediocre service to clients

  • Helped him plan & create posts which freed up his time to focus on higher value tasks

  • Built a stronger impression & attracted dream clients

  • Had up to 24 saves & 5,200+ views for one post

  • Secured 2 To 3 Passive Referrals Every Week

  • Achieved MDRT consistently

Boosted Passive Engagement And Attracted 1-3 New Clients Per Week

Yixun Khoo

(Financial Services Director)

Some Of The Key Highlights Of This Case

Study:

  • Struggle with creating a comfortable online brand identity

  • Reluctance to engage in video shooting or active social media posting

  • Difficulty in voicing opinions on social platforms

  • Helped him find an image that felt right for him online

  • Achieved a comfortable and authentic online identity

  • Content found engaging and valuable by the target audience

  • Significant increase in views and passive engagements

  • Generation of new leads and re-engagement of existing clients

Increase In Awareness & Relatability With His Ideal Audience, While Saving Time & Effort

Linden Toh

(Real Estate)

Some Of The Key Highlights Of This Case Study:

  • Not sure how to run his social media

  • Was inconsistent in his posting

  • Trident handled the marketing, and he can start creating content with ease

  • More time to focus on recruitment and sales

  • More personal touch and rapport built via social media

Got 3 To 4 Passive Appointments Every Week And Closed Multiple 4 To 5 Figure Investment Cases With Social Media 

(Name Not Revealed Due To NDA)

(Financial Consultant)

Some Of The Key Highlights Of This Case Study:

  • Wanted to secure more passive appointments & close more and larger cases

  • Brought out & highlighted her bubbly and positive energy on social media

  • Created engaging educational content that resonates with her ideal clients

  • Developed a Budgeting Challenge to convert nurtured leads into appointments

  • Secured 3 to 4 passive appointments weekly

  • Closed multiple 4 to 5-figure investment cases within 3 months through social media

Apply For Your Free 1 on 1 Consultation

In Your Session, We Will Cover…

  • How you can use our 5-step personal branding & sales strategy to get 10 to 20 leads weekly

  • How you can increase your closing ratio in the shortest period based on your current situation

  • How you can build strong personal branding even with zero social media presence

Why Book a Call Now?

Our agency is selective, working only with serious professionals committed to real growth.

By booking a consultation, you will receive tailored insights and actionable strategies that can transform your business.

Here’s why you should act now:

  • Limited Availability : We offer only 4 slots each month to ensure each client receives our full attention.

  • Exclusive Opportunity : We’re nearing full capacity for the year. Secure your spot before we close bookings to maintain our service quality.

  • Immediate Impact : Waiting means giving your competitors the advantage. Every day without action is a missed opportunity to strengthen your team

  • Guaranteed Value : Gain significant insights during our call, whether or not we decide to work together long-term.

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