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the Complete Advisory Experience (Foundations Mastery) Waitlist
Choose Mastery Over Hustle
​​If you could be the kind of financial consultant that clients actively seeks out...
and be recognized for helping them achieve sophisticated financial goals...
You will be proud of your work!
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All the knowledge you need to do watertight planning & have sophisticated conversations with High Income Clients that helps them make the best buying decisions for themselves. Be seen and recognized as a high value financial consultant not a salesperson!
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Is this you?​
Ever met a dream client profile, did your best presentation... yet walk away with no business or a small slice of their investable assets? Worse... you know you aren't their principal consultant and receive no referrals from them.
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What if...​
Giving value to sophisticated clients and getting referred is all about mastering your foundational advisory knowledge?
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Clients choose you as their principal consultant because talking to you gave them perspective shifts.​
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Clients recommend you to their network because you gave them clarity and they believe you can help others too.​​
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Consumers are rational people.
They want to make the best decisions for themselves. ​
When a discussion with you makes sense to them or better still, inspires them with belief that they can build their dreams with you, they commit!
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Who is the trainer, Janice Yip?
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I joined the bank right after I graduated from Nanyang Technological University more than 10 years ago. Back then, I believed success was about volume. Meet more people, and sell whatever they bought.
When I transited to be a financial consultant, I struggled badly because clients did not refer me. They could not see my value even when I had good intentions. Soon I have no new clients to meet.
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True value is measured by client's perception, not your intention.
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​I embarked on a skills mastery journey by striving to achieve tangible outcomes for clients and writing more than 100 financial articles. Now I run a financial advisory practice that is operating through reverse enquiries and getting referred upwards. ​​
Over the years, I've consecutively achieved my Million Dollar Round Table recognition and more...
2020 - achieved MDRT with 40 clients
2021 - achieved MDRT with 32 clients
2022 - achieved MDRT with 21 clients
2023 - achieved MDRT with 23 clients
2024 - achieved MDRT with 20 clients
2025 - achieved MDRT with 9 clients (provisional)
*This is only the number of clients to reach MDRT, not the total number of clients I work with in a year
Turn basic foundations into powerful conversations that make high income clients take action.
Curriculum outline
This is the same content that helped me write 100 articles and achieve MDRT 2026 with 9 clients.
Most FCs believe they know this basic content but how many can use it well?
Still think the outline looks too simple?
Here's what our attendees say...
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​​​At the end of the Foundational Mastery Class, attendees can expect the following outcomes:​​
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​You will learn how to truly utilize common knowledge that every decent financial consultant knows and turn it into conversation content that WOW your clients. ​​​​​​
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When consultants are able to create perspective shifts with clients through conversations that is filled with depth, they realise clients start making higher ticket decisions willingly without any need to sell.
More on what our attendees say...
Indicate your interest
Next Foundations Mastery will be in 9 October 2025.
Express your interest and we will be in touch with the course details (this is a paid class)
​Please do not put your name down if you are not an advisor. ​