ATTENTION: High performing producers who hit MDRT and above
Discover the one question that unlocks cases you didn't know you were already sitting on
Most advisors leave their highest-value conversations on the table.
Not because they lack skill, but because nobody ever showed them where to look.
A one-day intensive for Singapore's top financial advisors, built around the three pillars that separate elite producers from the rest: strategic networking, persuasion at the highest level, and legacy planning mastery.
Session 3:
27 May 2026 (Wed)
10am - 3pm
Limited seats available on a first-come, first-served basis
Most advisors plateau, not because of product knowledge, but because of access
You've qualified.
You hit your targets.
But the HNW clients in your city, the ones with multi-generational wealth, the business owners, the C-suite, remain out of reach.
Not because you lack skill. Because no one ever taught you to operate in their world.
What elite producers do differently
- They build networks that open doors , not just referral chains
- They communicate at the level of their client's sophistication
- They position legacy and wealth transfer as the ultimate conversation
- They create real access to HNW environments, and know how to act in them
- They are trusted advisors, not product vendors
Coached financial advisor representatives to success across the industry
Three Pillars
One Transformed Practice
1. Strategic HNW Networking
Learn to enter, navigate, and build lasting relationships in the circles where high-net-worth individuals actually exist.
This isn't about collecting name cards, it's about becoming the person they remember and refer.
2. Persuasion & Influence
HNW individuals are sophisticated. They've heard every pitch.
Persuasion at this level is about deep listening, precision framing, and navigating complex objections with calm authority and not scripts.
3. Legacy Planning Mastery
The highest-value conversation a financial advisor can have is about what a client leaves behind.
Legacy planning opens a level of trust, and a size of policy that product-focused advisors never access
A HNW programme taught by those who've built it from the inside
MEET THE Chief trainer & ceo
Meet Peter Tan
The Coach Behind Singapore’s Top Financial Advisors
For over two decades, Peter led PTO, Singapore's most elite financial advisory group to consecutive top performances across Asia.
What he built was not just a sales team. It was a masterclass in how to operate, network, and train how to position themselves as the trusted adviser.
Having personally mentored over 2,000 representatives and groomed multiple President Club qualifiers, Peter's methodology is grounded in one truth: the HNW market rewards those who understand its culture, not just its products.
The HNW Mastery Programme is the distillation of everything Peter has learned about earning access, building trust, and winning in Singapore's most exclusive client market.
MEET THE co-trainer
Meet Darren Tan
Darren has built his practice almost entirely in the high-net-worth space, through legacy planning and has coached dozens of agents to top industry qualifications in the process.
What makes Darren's contribution to this programme exceptional is not just his results, it's the angles.
He brings case strategies and client conversation frameworks that most advisors have never encountered: ways of positioning and structuring conversations that unlock significantly larger cases from the same clients they're already meeting.
His session is built around one core idea: you don't need more clients to write bigger cases.
You need to see the same clients differently.
Who has Peter tan coached?
TESTIMONIALS
Jasmine Teo
5x TOT
"Life mentor of mine"
"After the encounter with Peter, I know that I have this power that can bring me forward to create miracles in life. I knew that whatever my mind can conceive and believe, I can achieve!"
Lee Song Yong
5x TOT
"My experience attending his course was truly transformative"
"I can confidently attest to its remarkable effectiveness in transforming both personal and professional aspects of life...
Most of the coursemates who attended the course 20 years ago are very very very successful in financial advisory today"
Who has darren tan coached?
TESTIMONIALS
Delia Wong
COT
"Darren's legacy planning framework gave me the tools to close larger cases with confidence."
Rebecca Ng
TOT
"I was stuck at COT and burning out. Darren showed me I was missing the legacy planning piece. We did joint field work... I went from COT to TOT without working more hours."
Jiang Hui
TOT
"I was working very hard as a COT. Darren helped me design a Trust Planning seminar for high-net-worth clients. The result? I hit TOT by solving bigger problems for the same clients."
Case angles most
advisors have never considered
Not every estate planning conversation is about passing wealth to the next generation. And it's not always about passive income either.
Built for producers
ready for the next tier
Who's this for
You've hit MDRT or above and want to break into the HNW market
You're meeting affluent clients but struggling to convert at the highest level
You're ready to position yourself as a wealth advisor, not just an insurance agent
Who's this NOT for
You're looking for product knowledge or technical financial training
You're not yet ready to operate in more demanding client environments
You believe success in this market comes without deliberate skill-building
event details and registration
The HNW market is
already waiting.
Are you ready?
One afternoon.
Two world-class trainers.
Frameworks you can use in your very next client meeting.
Strictly 30 seats per session.
Session 3:
27 May 2026 (Wed)
10am - 3pm
Location: TBD
đź’µInvestment: $99
- Live masterclass with Peter Tan & Darren Tan Zi Hong
- Guided HNW networking session coached by Peter in real time
- Darren's case angle frameworks taught exclusively in the room
- Legacy & trust planning introduction
- Private Q&A · Refreshments included
Seats are limited, secure your spot before it’s gone.