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Amplified Marketing
Amplified Marketing · Prepared for Yun Qi
We fill your calendar with people who can write a big case.
This walks through the whole thing. What we run, what it costs, what other advisers got, and what you would actually do each week. Nothing here needs you to know marketing.
S$2M+
in commissions generated by advisers on our system
50+
Singapore financial advisers worked with
3 to 5
new advisers we take in a month, no more
Figures as published on amplified-marketing.org. Individual results, not a forecast of yours.
Click or press →Tap to continue
Referred by Caston01
Start here
The whole thing, in one minute.
We run video ads on Facebook and Instagram to Singaporeans, mostly in their fifties and sixties, who have real money sitting in CPF and in the bank.
The ad does not sell insurance. It explains one thing they half knew about their own CPF, then offers them a free two minute check that works out their retirement number.
To get the result they give a mobile number. That number goes straight to an AI that talks to them on WhatsApp, answers their questions, handles the usual objections, and books them into your calendar. It does this at any hour, inside a minute.
You get a name, their age, what they hold, what worries them, and a confirmed time. Then you do the only part we cannot do. You meet them and you close.
We build it in about three weeks, run it for five months, and review it with you every week for the first month.
What you put in
About one hour for the deep dive. Half a day to film one video. Roughly S$1,000 a month of ad budget. Then your normal selling time.
What you stop doing
Cold calling. Chasing your own leads at 11pm. Working a list of people who were never going to buy. Paying for leads that several other advisers also bought.
Everything after this explains one of those lines02
The problem · what most advisers do
There are two ways to grow. Only one of them scales.
The volume trap
Where most advisers are. More leads, more hours, same income.
×
Image ads that reach everybody
×
Mass market leads with no assets, no CPF, no budget
×
You chase and follow up by hand, one message at a time
×
Leads go cold while you are in a meeting
×
45 to 55 hours a week to stand still
Attracting high value clients
Fewer leads. Bigger cases. The same week, less of it spent chasing.
✓
Video ads that teach and filter before anyone opts in
✓
Mass affluent to high net worth prospects
✓
AI follow up that never sleeps and never forgets
✓
Trust built before you meet, so the meeting is about the plan
✓
Fewer clients, bigger cases, more of your week back
The difference is who is sitting across from you03
The problem · the arithmetic of a cheap lead
A cheap lead is the expensive one.
Most lead sellers are paid by the lead, so they optimise for volume. The cheapest way to get volume is to advertise to everybody with a picture and a headline.
You then spend your week on people who cannot afford the plan you would recommend. The lead cost S$3. The meeting cost you two hours and the parking.
We do the opposite. The video is long enough and specific enough that most people scroll past. The ones who stop are the ones who recognise themselves.
Our advisers get fewer leads than a mass market agency would send them. That is the point, not a side effect.
Why we filter before you ever see a name04
The market · what people actually want to talk about
Nobody wants a product. They want an answer.
Put an ad in front of a 55 year old Singaporean about investment or insurance and they scroll past. They have heard it. They assume you are selling.
Put an ad in front of the same person about what CPF LIFE will actually pay them at 65, and they stop. It is their money, it is a number they have never worked out, and nobody has explained it to them.
That is the whole trick. We lead with the thing they already worry about, not the thing you happen to sell. By the time they book, they want the conversation.
The product conversation still happens. It happens in your meeting, where it belongs, with someone who is already listening.
They scroll past
Investment Insurance Funds Products
They stop and read
Retirement CPF Inheritance Their own number
Same person. Different opening line.05
The market · how many people we are talking about
595,500 CPF members hold S$500k or more.
CPF member balances by band, in thousands of members. Published CPF annual report figures as at 31 December 2024. Members include PRs, not only citizens.
We set the filter at S$200k, not S$500k, so the pool you can talk to is larger again. You are never short of people. You are short of a way to reach them that does not eat your week.
The pool is not the problem06
The process
Six steps. We do five of them.
This is the whole system. Every slide after this one takes a single step and shows you it actually running on a live account.
1
A video ad goes out
Your face, your words, aimed at people in their fifties and sixties with real CPF balances.
We do it
2
They take a free check
Seven short questions about the life they want. At the end they see their retirement number.
We do it
3
The ones who do not fit drop out
A working mobile number and a minimum CPF balance before anything reaches you.
We do it
4
The AI talks to them
On WhatsApp, inside a minute, any hour. It answers, it handles objections, it books your calendar.
We do it
5
They turn up warm
Reminders, a confirmation, and material that builds trust before you sit down.
We do it
6
You meet and you close
The one part nobody can do for you. You also tell us what the leads were like, and we retune.
You do it
Build takes about three weeks. Then it runs.07
Step 1 · the ad
Video, never a picture. Here is why.
Second 6
Second 21
A picture with a headline gets a cheap click from anyone with a thumb. A sixty second video does the teaching for you, so the person who opts in already understands the problem before they ever speak to you.
It also filters. Someone who watches a whole minute about CPF payouts at 65 is telling you something about themselves that no targeting setting can.
1
It names the thing they half knew
What CPF LIFE actually pays at 65, in dollars a month.
2
It shows the gap without scaring anyone
No product named and no investment return quoted. Checked against MAS advertising guidelines and Meta policy before it runs, then your own compliance signs it off.
3
Then it offers a check, not a call
Two minutes, no obligation, no salesperson. A much easier yes than “book a consultation”.
You film this once, in about half a day. We write the script, check it for compliance, and hand you the words.
Frames from an existing client campaign. Yours is written and filmed fresh.08
Step 2 · the free check
They came for a number. You get the whole picture.
This is live right now. Sliders and buttons, no typing until the end. The page promises thirty seconds and most people take a minute or two. It never names a product.
What they own
Who they plan for
Age and retirement date
Where they will live
How they live
Every answer is saved against the lead. By the time you call you know whether they plan alone or with a spouse, when they want to stop working, whether they are in an HDB or landed, and how they spend.
This replaced an ebook. The ebook got downloads. The check gets you a conversation, because they want to see their own number.
Built on your branding, sitting on your own link09
Step 3 · the filter
Most of the traffic never reaches you.
Three things have to be true before a name reaches your phone. They watched enough of the video to care. They gave a working mobile number. And they declared at least S$200,000 in CPF, which is the floor we normally set with you.
Anyone who fails one of those never costs you a minute. You do not see them, you do not call them, and the AI does not message them.
This is why your lead count looks small next to what a mass market agency quotes. We are selling you meetings, not names.
A declared CPF balance is not proof of spare cash. You still do the needs and affordability work in the meeting, exactly as you would with any client.
The floor is set with you on the deep dive10
Step 4 · the AI appointment setter
What happens in the first sixty seconds.
The moment they finish the check, an AI starts a WhatsApp conversation on your own number. Not an email. Not a form notification to you. A real message to them, while they are still holding the phone.
It opens with the thing their answers flagged. It asks one qualifying question at a time. When they are ready it offers real slots from your calendar and books the one they pick. Then it reminds them until they turn up.
When somebody asks a question it was never scripted for, it answers anyway. When somebody should be speaking to a human, it stops and hands them to you with the whole conversation attached.
The next three slides are six real conversations from live accounts. Most are advisers we run this for. One is our own account, and it is marked. Names, numbers, firm names and addresses are blurred. Nothing else has been touched.
Under 1 min
to the first reply, at any hour of the day or night
About half
of the appointments it books happen after 9pm, when the telemarketing window has closed and you would not be calling anyone
90%
show up rate once the pre appointment flow has run
It runs on your own WhatsApp number11
Real conversation · 1 of 3
The two objections that kill most follow up.
“Feels like a scam”
“I am not working”
Left. The lead says it outright: this feels like a scam. The AI does not argue and it does not go quiet. It points to the licensed firm and the institutions behind the session, admits plenty of people feel the same at first, and offers a call with a human before she commits to anything.
Right. Different lead, different objection. She is not working, so she assumes none of this applies to her. The AI reframes it: you can still plan with the CPF money you already have.
These two objections are where most adviser follow up dies. Not because advisers cannot answer them, but because the answer arrives three days later, when the person has moved on.
What to notice
Look at the timestamps. She wrote “feels like a scam” at 1.09pm and the answer came back at 1.10pm, with no human reading anything.
Both of these are live adviser accounts. Names, numbers, firm names and addresses are blurred. Nothing else is edited. These are the bot’s own words as it runs today, which is also why you will want your compliance team on the wording before yours goes live.
Every line it can say is written with you and signed off before it goes live12
Real conversation · 2 of 3
It bends to the person, and it waits.
“I’m on wheelchair”
“Can we set a meeting next Saturday”
Left. The lead says she is in a wheelchair and travelling is hard. Nobody scripted that. The AI thanks her, offers to meet somewhere near her instead, and comes back with a fresh set of dates. She picks one, 24 March at 3pm.
Right. This one is the part people underestimate. In the top half the lead says come back to me in June, so the AI closes politely and lets go. In September the lead comes back by herself asking for a meeting next Saturday, and the AI picks it straight up with times, one minute later.
Neither of these is a menu bot behaviour. One would have repeated the same three time slots at a woman who just said she cannot travel. The other would have lost a lead who went quiet for four months.
You set the rules it bends inside. Zoom allowed or face to face only. Which areas you will travel to. How far ahead your calendar opens. We write those rules with you and you can change them any week.
Same system, your rules13
Real conversation · 3 of 3
And then it actually books.
Night time. Our own account.
Slot picked and confirmed
Left, and this one is our own account rather than an adviser’s. “How long is the phone call?” asked at 9.31pm, answered at 9.33pm. “Sure!” at 11.19pm, answered at 11.20pm. Two minutes and one minute, at an hour when nobody is working.
Right, an adviser’s account. The lead picks 10am, and the system writes it back: the day, the date, the time and where to go. That appointment is now in the adviser’s calendar and in the CRM, with the whole conversation attached.
The point of all three slides
Nothing above needed you. You opened your calendar the next morning and the meeting was in it, with the context already written down.
When somebody genuinely needs a person, the AI stops and tells you, rather than guessing. Our own callers also work the list by phone, so a lead who never replies on WhatsApp still gets reached. That calling team is included, and it is in the split on the next few slides.
Confirmations and reminders are automatic14
Step 5 · before you meet
A booking is worth nothing if they do not turn up.
Most lead agencies stop at the booking. That is where the number looks good and the week falls apart. An appointment that no shows costs you the slot, the travel and the preparation.
So between the booking and the meeting, the system keeps working on them. They get a confirmation straight away. They get a reminder the day before and again on the day. They get something useful to read so that your name is already familiar.
If they go quiet, the AI asks again rather than letting the slot die. If they need to move it, it moves it and tells you, instead of leaving you sitting in a cafe.
Across the advisers we run this for, about nine in ten booked appointments turn up. Half the trust work is done before you say hello.
90%
show up rate once the pre appointment flow is running
1
Instant confirmation with the date, time and place in writing
2
A reminder the day before and a reminder on the day
3
Material that builds trust in you before the meeting
4
A rebooking offer the moment somebody cancels or goes quiet
Individual results vary. This is what we aim at and measure.15
What lands on your desk
You do not get a name and a phone number.
A real sample of what the check captures, taken from a live account. Ten people, one row each. No names here, because the point is the shape of the data, not the person.
You can see all of this before you dial: how old they are, what sits in CPF, what sits in cash, the monthly income they want in retirement, and the thing that actually worries them.
Three of these ten declared more than a million dollars across CPF and cash. Several want five to ten thousand a month in retirement.
That is a planning conversation on day one, not a product pitch you have to earn the right to make.
This is the raw capture, before the floor is applied. The bottom row, S$140K in CPF at age 40, is exactly the one a S$200K floor removes before it ever reaches you. Declared figures, so you still do your own fact find in the meeting.
Sample from a live account, July and August 202616
The same client, all 105 of them
One adviser’s check, over two months.
Ten rows is a sample, so here is the whole population behind it. One hundred and five people completed that adviser’s retirement check between July and August 2026. This is what they declared.
92%
had S$200K or more in CPF
97 of 105
75%
had S$300K or more in CPF
79 of 105
75%
had S$100K or more in cash
79 of 105
90%
own the home they live in
95 of 105
That is the difference the ad and the check make before the filter even runs. More than nine in ten of the people who finish it are already above the balance where a CPF conversation is worth having, and the floor then removes the rest.
One adviser, one campaign, two months. The two 75% figures are a coincidence in this sample, not a typo. Declared figures, not verified statements of wealth. Your own mix will differ.
Jul to Aug 2026, one live account17
Your week
What you actually do once it is running.
We do
You do
Write the ad scripts and check them for compliance
Say the words on camera, once, for about half a day
Build and host the retirement check on your branding
Approve the look and the wording
Run and tune the ad account every week
Keep the card attached to it, roughly S$1,000 a month
Write, test and run the AI on your WhatsApp number
Tell us your rules: Zoom or face to face, areas, times
Chase, qualify, book and remind every lead, by AI on WhatsApp and by our own callers on the phone
Open your calendar and turn up
Track every lead through to the meeting
Tell us what the leads were like, once a week
Report what is working and change what is not
Close
Week one to four
A short call with us every week. We show you what came in, you tell us which ones felt right, and we tighten the targeting and the AI around your answers.
After that
Once a month, or whenever you want to change something. The rest runs without a meeting.
Your honest time cost after the build: about one hour a week, plus the meetings themselves.
You never touch an ad manager18
Being straight with you
What this does not do.
You have probably been sold leads before. So here is the part most decks leave out, before you spend anything.
It does not close for you
The AI gets them to the table warm and informed. Everything after hello is your skill. If you cannot close a prepared prospect, this will not fix that.
It does not promise returns
No ad or page of ours quotes a rate of return or names a product. We check everything against MAS advertising guidelines and Meta policy, and then your own compliance team signs it off. They are the ones who can, not us.
It is not instant
About three weeks to build and film. Then the first month is spent learning who responds in your market. Advisers who judge it on week two judge it on noise.
A declared balance is not a bank statement
People tell us what they hold. Most are accurate, some round up. You still run your own fact find.
Nobody can promise you a number
Every figure in this deck belongs to the adviser who earned it. None of them is a forecast of what you will do.
What we will promise
The build happens, the ads run, every lead gets worked, and you see the real numbers whether they flatter us or not. Weekly for the first month, then whenever you ask.
Ask us anything on this slide on the call19
Proof
Fifty advisers have worked with us. Here is what they got.
The next five slides are other advisers, not us. Some let us use their names. Some asked us to hide their faces and kept their numbers. Every line is a sentence they said on camera, and we have the recordings. The sixth is the raw lead data underneath.
S$2M+
in commissions generated by advisers on this system
50+
Singapore financial advisers we have built this for
MDRT up
our minimum bar, and the system is built for COT and TOT
S$150K
the largest single case on these slides, one adviser
Next, three with names
Lester Tan, Khoo Li Zhen and an adviser who goes by A.T. Firms named, figures named.
Then two full stories
What Justin was buying before us and what one case became. And a first year adviser who should not have worked out.
Then the hidden ones
Five advisers who would not show their faces, with the raw ratios from their accounts.
Figures as published on amplified-marketing.org20
Proof · named advisers
Three who let us use their names.
Lester Tan
Financial Services Manager, Infinity FA
50 HNW appointments
in five months, with prospects worth S$3M to S$10M.
Before: chasing leads that never matched his practice.
Khoo Li Zhen
Financial Adviser, Synergy FA
Her first COT
Court of the Table in 2026, a 3x return on what she put in, meeting prospects worth S$1M to S$40M.
Before: referrals and her existing book of clients.
A.T.
A.T.
Financial Adviser, Manulife FA. Prefers to stay anonymous, so we show no photo.
S$10M to S$20M
net worth clients, closed over the past two years.
Before: no reliable way to reach clients at that level.
Individual results. Every figure on this slide is the adviser’s own, stated by them on camera, and is not a projection or a guarantee of what any other adviser will achieve.
All three are on our public site with video21
Proof · the one to read twice
He was buying leads at a dollar. Then one case broke his company record.
Justin Sunjay Raj, on camera
S$150,000
annual premium on one case. A company record.
6 months
from starting with us to MDRT.
Before
He was buying leads at a dollar each. Then he tried leads at S$21 to S$25 each. In his words, “equally not as good”.
After
One CPF lead from this system became his company’s record case, and he hit MDRT inside six months.
This is the whole argument about cheap leads in one person. The price per lead was never the number that mattered. The price per case was.
Individual results. Every figure on this slide is the adviser’s own, stated by them on camera, and is not a projection or a guarantee of what any other adviser will achieve.
Video on amplified-marketing.org22
Proof · a first year adviser
Top three for four months running, and home earlier.
Alynna switched careers mid life and started again as a first year adviser. She was cold calling and working her own network. In her words, very stressful.
Before
Cold calls and her own network. No predictable flow of anybody new.
After
The AI chats with every lead and books appointments while she sleeps. Top 3 in her office for four months running, and she gets home to her children earlier.
We include her because she is the exception, not the rule. Our system is built for producers who are already closing. She made it work anyway, because the part she was bad at, prospecting, was the part that got taken away.
Alynna, on camera
Individual results. Every figure on this slide is the adviser’s own, stated by them on camera, and is not a projection or a guarantee of what any other adviser will achieve.
Video on amplified-marketing.org23
Proof · identity protected
The ones who kept the numbers and hid the face.
Some advisers will not be seen talking about their income. They still went on camera. Face and voice altered, figures untouched, in their own words.
COT adviser
S$70K+
in commissions, from just a few closed clients. He says our HNW leads were what pushed him to COT.
Before: in October 2025 he had nothing coming in from marketing at all.
Adviser duo
S$30K a year APE
as their minimum case size now, a minimum of S$150K of total premiums over five years.
Before: five different lead gen companies. None of them worked out.
His first paid campaign
Twice the return
on every dollar of ad spend, inside five months. Prospects with S$400K to S$500K+ are now, in his words, quite common.
He calls it the best year of his career, with half the effort.
Individual results. Every figure on this slide is the adviser’s own, stated by them on camera, and is not a projection or a guarantee of what any other adviser will achieve.
Face and voice altered. Figures unchanged.24
Proof · the numbers underneath
What the ratios actually look like.
A recent client, still early
Of 23 leads, 13 replied and 7 booked an appointment. He has already met 3 of them, and says the ratio is better than he expected.
23
leads
13
replied, 57%
7
booked, 30% of all leads
3
already met, and counting
HNW adviser
The clients he closes are S$5M to S$10M onwards, and mostly in the S$10M to S$20M range.
Read the bars on the left again. Seven appointments out of twenty three leads is not a lead problem, it is a diary that fills itself. The old way to get seven appointments is about a hundred calls.
Small numbers, deliberately. We would rather show you one client’s real first few weeks than an average that hides the bad ones. These counts come from his account, not from a line he said on camera.
Individual results. Every figure on this slide is the adviser’s own, stated by them on camera, and is not a projection or a guarantee of what any other adviser will achieve.
Face and voice altered. Figures unchanged.25
Proof · who is actually opting in
This is the person on the other end.
What they declared about CPF
What they declared about cash
These are raw records from the system, exactly as they come in. Read the left one. Most of those rows declare S$500,000 or more in CPF, and the ages run from fifty to seventy.
Now the right one. Idle cash above a million dollars. Three hundred to five hundred thousand. Five hundred thousand to a million. Wanting five to eight thousand a month in retirement.
And look at the concerns they picked: inflation eating their savings, not generating enough returns, and the honest one, not knowing whether their plan is actually enough. Two different versions of the check are shown here, which is why one records bands and the other records figures.
Why this matters to you
You are not being handed somebody who wanted a free ebook. You are being handed somebody who picked their CPF band and their idle cash band out of a list, and asked what it would pay them.
Declared by the lead. Verify in your own fact find.26
The numbers · what an appointment costs
Seven real campaigns, and what each booking cost.
Every row below is a campaign we ran for a client, with the ad spend divided by the appointments the system booked. Different offers, different months, different advisers.
Campaign
Appointments
Window
Cost each
CPF optimisation
18
7 days
S$8.33
Shariah investment
10
7 days
S$15.00
Investment
22
30 days
S$25.22
CPF appointments
11
7 days
S$25.46
Investment
18
30 days
S$33.34
CPF optimisation
24
30 days
S$35.00
Investment
16
30 days
S$43.75
Read it this way
Short bursts, small budgets, booked appointments rather than attended ones, and these are the campaigns that worked. The planning numbers on the next slide are far more cautious than this table on purpose, because that is the honest way to decide whether to spend S$8,000.
We show you the bad rows as well as the good ones because you are going to live somewhere in this range, not at the top of it. Which row you land on depends on your offer, your market and how fast you give us feedback.
One more number from the same campaigns: around half of all appointments get booked after 9pm, when the telemarketing window has closed and you would not be calling anyone anyway.
Past campaigns for other advisers, booked appointments not attended ones. Cost per appointment varies by offer, audience and season, and is not a rate we quote you.
Screenshots of each campaign available on the call27
The numbers · what it has to be worth
How few clients it takes to pay for itself.
Conservative
S$1,000 a month of ads. Five appointments booked by the AI, five you book yourself. You close one client a month, at S$30,000 annual premium.
S$30,000
gross commission over the five months, at a 20% commission assumption.
With the cases you write
Thirty attended appointments across five months. You close two in ten, at S$50,000 annual premium. That is six clients.
S$60,000
gross commission over the five months, same 20% assumption.
Against the cost
S$8,000 fee plus S$5,000 of ads over five months. Thirteen thousand all in.
Two cases at S$30K annual premium cover the fee. Three cover the fee and every dollar of ad spend.
S$17,000 → S$47,000
left over, on the two illustrations to the left.
None of this counts referrals. Every client you close knows other people in the same position, and those conversations do not cost you an ad dollar.
Illustrations, not projections or guarantees. They assume a 20% commission and are before other costs, tax and clawbacks. Your own close rate and case sizes decide the result.
Run your own numbers on the call. We will do it with you.28
The offer
Everything in the box, and what it costs.
AI Appointment Setting Kickstarter, five months
Value
Deep dive session on your business and your market
S$2,000
Lead magnet, built and hosted
S$1,500
Ad campaign launch and weekly maintenance
S$5,000
One ad video, scripted and produced
S$2,000
Competitor exclusion, so we do not spend your budget showing ads to other advisers
S$1,500
Compliance check against MAS advertising guidelines before anything runs
S$1,000
AI WhatsApp appointment setter on your own number
S$5,000
Your own CRM and lead dashboard
S$1,000
Total value
S$19,000
And the things with no price on them
Every change in your ad account is posted to your WhatsApp group, so you always know what is running. New creative through the five months, not one video and silence. CPF calculators you can use in the meeting. And a person to ask when a lead asks something new.
Your price
S$8,000
for the full five months, paid up front, excluding ad spend.
Ads are about S$1,000 a month, paid on your own card straight to Meta. We never hold your ad budget.
About S$13,000 all in, across five months.
Three bonuses on top
How CPF works training. The CPF sales training that took a 23 year old adviser to a 30 to 40% close rate on his CPF appointments, which is his result and not a promise of yours. And the appointment script built from over 2,000 appointments we have set.
Paid up front. Ads are billed to you by Meta, never through us.29
Honest comparison
We cost the most per month. Here is the whole reason.
Five other agencies that advisers in Singapore use, side by side with us. We have left their names out. The prices are what each one advertises. The rest of the table is our own read, from what advisers tell us when they come to us after trying them, so treat it as our opinion and check it.
Amplified
Agency F
Agency K
Agency T
Agency A
Agency I
Price
S$8,000 for 5 months
S$4,000 to S$8,000, 6 months
S$4,000, 6 months
S$3,600, 6 months
S$5,000, 6 months
S$3,000, 2 months
Your time needed
Low
High
High
High
High
High
Who you meet
Mass affluent to HNW
Mass market
Mass market
Mass market
Mass market
Unclear
Ad type
Video only
Image ads
Image ads
Image ads
Mostly image
Mixed
Time to first contact
Same day, usually a minute
2 to 5 days
1 to 3 days
Inconsistent
1 to 3 days
1 to 3 days
Who books the meeting
AI, around the clock
You
You
You
You
You
Reminders and follow up
Automatic
Manual
Manual
Manual
Manual
Manual
CRM
Included
Not included
Not included
Not included
Not included
Not included
Per month we are the dearest on the row: S$1,600 against roughly S$600 to S$1,500. The cheaper options are not scams. They are selling you a different thing, a list of mass market names that you then work by hand. If your time were free, they would be the better buy.
Pricing as advertised by each agency at the time of writing. The other rows are our assessment.30
Fit
We say no to most advisers who ask.
This is for you if
You are at least an MDRT producer
You are already writing S$100K+ of annual premium
You want to grow without adding hours
You are willing to put S$2K to S$5K a month all in into attracting prospects who can give you S$10K+ per closure. On this package that is about S$1,600 of fee a month plus S$1,000 of ads
You are competent in holistic planning, and ethical about it
You will tell us the truth about the leads every week
This is not for you if
You are a brand new adviser
You have not written at least S$50K of annual premium before
You care more about the incentive than the client
You push products instead of planning
You expect it to work with zero effort from you
You will not adapt what you say when the data says to
We turn down more advisers than we take. The best leads deserve the best advisers, and we have to live with whoever sits across from them.
If you are not a fit we will tell you on the call31
Timeline
Three weeks to build. Then it runs for five months.
Your only hard deadline
Half a day in front of a camera around day 7 to 14. Everything else fits around your diary.
First leads
Usually within days of launch. First appointments normally inside the first two weeks of running.
Month 3
A second deep dive and new campaigns, so the five months do not run on one tired idea.
The five months of management start when the campaign goes live, not on the day you pay. Nothing is counting down while we are still building.
Launch follows setup and your approvals32
The questions you are already thinking
Asked and answered, before you ask.
“I have been burned by a lead gen agency before.”
Most advisers we speak to have. The honest answer is that the AI is a tool that supports your follow up, not a replacement for you. The advisers who get nothing from this are the ones who hand it the leads and stop paying attention. You will see every conversation and every number, weekly, including the weeks that look bad.
“Can I pay monthly instead of up front?”
No, and here is why. Almost all of the work happens before you see a single lead: the video, the lead magnet, the bot, the campaigns, the compliance pass. We fund that work up front and then carry it for five months. Paying up front is what lets us put the whole build in at the start instead of drip feeding it.
“Eight thousand is a lot.”
It is. Measure it against one case. On the illustrations earlier, two cases at S$30,000 annual premium cover the whole fee, and everything after that is yours. Measure it also against the cost of another five months of prospecting the way you do it now.
Bring harder questions than these to the call33
One next step
Give me sixty minutes and your real numbers.
Not a pitch. We sit down for an hour, look at what you are closing now, what a case is worth to you, and what your calendar actually looks like. At the end of it you will know whether this is worth eight thousand dollars to you, and if it is not, I will say so.
If you want to go ahead
Reply with two times that work this week. We start with the deep dive, and your video gets filmed inside the first fortnight.
If you are not sure
Tell me which slide you did not believe. I would rather send you the raw screenshots behind it than have you decide on a deck.
If the timing is wrong
Say when, and I will come back then. We only take three to five advisers a month, so it is worth telling me early.
Fahim · Amplified Marketing · thanks again to Caston for the introduction.
