Stuck in a Dead-End Financial Advisory Career? Free Guide Reveals How Financial Consultants Can Break Free and Build a Thriving Practice Without Chasing Clients or Pushing Products
The Proven Framework That Helped 100+ Financial Consultants Transition from Mass-Market Burnout to High-Net-Worth Success – Without Sacrificing Their Values or Work-Life Balance
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Due to industry regulations, this opportunity is only open to Singaporeans or PRs aged 21 and above, with at least an A-level or diploma certification.
Who Is This Guide For
This guide is for financial consultants who
Feel trapped in a cycle of endless prospecting and high-pressure, product-pushing environment
Believe there must be a better way to succeed in this industry without compromising your values
Are working hard but not seeing the income growth that matches your effort
Want to serve affluent clients but aren’t sure how to make the transition.
Are considering switching agencies but are unsure how to find the right fit for long-term success.
Value integrity, family, and making a meaningful impact in their clients’ lives.
Are looking for genuine mentorship and a supportive team environment
Want to build a sustainable practice that gives you both financial success and time with family
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WHAT YOU’LL DISCOVER INSIDE
The 3-Step Framework That Transforms Financial Consultants into High-Net-Worth Experts – Discover how to shift from mass-market burnout to serving affluent clients who value your expertise.
Real-Life Stories of Consultants Who Achieved MDRT in Months – How our consultants like Eva are closing larger cases (up to $200,000 premiums) with less effort
Stop Chasing Clients – Make Them Chase You – Position yourself as the go-to expert so clients seek you out, not the other way around.
The Strategy to Building Multi-Generational Client Relationships – Learn how to become the trusted advisor families rely on for decades.
How to Transition from Product Pushing to Value-Driven Advisory – Stop selling policies and start solving real financial problems for your clients.
The Secret to Attracting High-Net-Worth Clients Without a Wealthy Network – Learn how to break into the affluent market, even if you come from an average background.
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ABOUT THE AUTHOR, MARCUS GOH
Marcus Goh isn’t your typical agency leader. After 8 successful years in insurance, he made the bold decision to leave the industry because it was taking too much time away from his family.
He then spent 17 years building an IT business serving financial planners – giving him unique insights into what makes agencies succeed or fail.
When he returned to the industry in 2017, he was determined to build something different.
Against industry skeptics who said it couldn’t be done, Marcus built SP Fortis into a thriving family of over 100 consultants by focusing on three principles:
doing the RIGHT things,
taking care of FAMILY,
and giving back to SOCIETY.
His unique background combines:
25+ years of financial services industry experience
Deep understanding of both consultant and entrepreneur perspectives
Proven track record of developing successful advisors (3 TOTs, 13 COTs, and 24 MDRTs in just 6 years)
Specialized expertise in helping consultants transition from mass market to affluent client segments
Marcus has demonstrated that you can build a thriving advisory practice without sacrificing your values or family time. His systematic approach has helped numerous consultants achieve breakthroughs in their careers, including:
Eva Chai: Achieved MDRT within 5 months and COT within her first year
Chloe Wu: Dramatically increased case sizes and referrals
Olivia Teo: Transformed from struggling with leads to having clients seek her out
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Bonus: You’ll also get access to our exclusive 90-minute Fortis Peak Performance Deep-Dive session where Marcus reveals advanced strategies for building a sustainable, high-income advisory practice
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