Stanley Fu
Financial Services Director
SteadFast Associates, AIA
My team and I are glad that we attended Amit’s class during the Covid’s heightened period. As practitioners, we found the tools and statistically proven data very useful in supporting our investment recommendations. The real training often starts after the class. I have seen vast improvements in my team’s performance and the growth in investment sales, speaks volume on the effectiveness. I highly recommended practitioners to attend UT/ILP Investment Sales Master Class programme if you want to embark on a meaningful investment journey with your clients.
Amit is a patient and passionate trainer who goes over and beyond to ensure everyone in his training is engaged and understands his teachings and concepts. His course is well-planned and structured and there are so many takeaways and learning points. I would certainly recommend Amit’s UT/ILP class to anyone in the financial and wealth planning industry.
Ailing Lai
Independent Financial Advisor
Financial Alliance
Daniel Ong
Assistant Vice President
Manulife FA
Before Amit’s class I was apprehensive how it would turn out. Will be it like some previous classes where I am lost 50% of time and be equipped with complex tools to knock my clients senseless with jargon which I can barely understand myself. It was a pleasant surprise that Amit was able to equip the class with relevant information and new perspectives on how we can engage clients with CORRECT and RELEVANT investing knowledge. Plus, Amit’s quick and light humour makes the class enjoyable. I definitely left the class with more confidence to engage with my clients on topic of investments.
I have known Amit since 2018 when his company, New Light Pte Ltd started providing unit trust (UT) and investment linked policy (ILP) sales coaching to my team. Since then, I have made it a point to ensure that all my financial advisors undergo the New Light UT/ILP Investment Sales Master Class. The Master Class ensures that my FA have a clear understanding of how to set-up their customers for investment success. I agree with Amit that only when customers make profits on their investments will financial advisors achieve more sales.
Edmund Ang
Senior Vice President
Summit Planners Invictus, Manulife FA
Joie Lim
Financial Services Director
Luminescence, Prudential
I attended the New Light UT/ILP Investment Sales Master Class with my team. It was a fruitful session. Sales kits were provided which we could subsequently use in our sales process and help us better value add to our clients. Investment was made simple to understand and backed with useful concepts, charts and graphs which we could use. I would recommend working with Amit on his investment sales classes so that we can better able to serve our clients.
Amit is very knowledgeable and experienced in the ins and outs of the investment market, particularly unit trusts. He was able to break down complicated topics into simple to understand concepts, backed up with facts and calculations. I have attended his investment course and gained many valuable insights into how funds work under the hood, and how to present ideas to clients using his simple-to-use and interactive investment game. If you are a financial practitioner who wants to deep dive into the space of investment consulting, I would recommend attending Amit’s course.
Junhao Cai
Master Financial Consultant
Prudential Assurance Company
Louis Loo
Financial Advisor & Estate Planner
AIA Singapore
Amit is a charismatic and professional coach who I thoroughly enjoyed working with. He is jovial speaker which makes all the sessions comfortable and interesting. Concepts are presented in a simple and straightforward manner which makes everything easier to comprehend. Sales kits are also well-prepared for us before the course commences. Highly recommended to all, Amit is definitely someone whom you love to work with!
Attended Amit’s UT/ILP Investment Sales Masterclass and I must say that it really brought me back to the fundamentals of investing and this was very refreshing. Done with a lot of data to back-up his lessons, it was indeed a very enjoyable and insightful course. Well planned and crisp, it’s definitely something that I would recommend others to attend!
Sivakumar Arunagiri
Vice President
Manulife FA
Henry Goh
Financial Services Associate Director
AIA
Highly recommended course for any leader or financial consultant to take. The contents are brief yet insightful. And the materials can be used in the field straightaway (which is what I did). To top it off, the delivery by Amit is light and engaging. Amit even provided personal 1-1 coaching for two of my consultants. The interest and confidence in providing investment advice of my team definitely increased after attending the course. Did I mention that the price is so worth it. Plus participants get IBF subsidies as well. All in all, double thumbs up.
Attended Amit’s UT/ILP Investment Sales Master Class and I must say that he has delivered what he promised. Materials were top notch and deeply researched, class was conducted in an engaging manner that facilitates learning. I wished that I had attended this class when I first joined the industry. Highly recommended to all financial advisors who want to grow their investment sales.
Desmond Fu
Relationship Director
Manulife FA
Jason Goh
Financial Advisory Director
Financial Alliance
I recently attended Amit’s UT investment sales coaching. Amit taught with great passion and infectious enthusiasm. He brought clarity to fundamental investment concepts, which are essential for any advisor who wants to see his customers make profits. There were interesting role-plays too, which gave us some pressure and got all of us excited to rehearse the concepts. Amit’s class is strongly recommended. Experienced practitioners should from time to time refresh their understanding of what works in investing. If new advisers learn these, their path to success will be so much easier 🙂
Dear Amit, A big thank you for conducting the UT/ILP Investment Sales Master Class for my team. It is truly an enjoyable and enriching course. I am sure many of my advisors have benefited greatly from your course. It has also benefited me as a team leader as I am able to align our beliefs on financial planning (wealth management aspects) according to our team culture and methodology. Thank you again and looking forward to attending the next course as a team.
Jason Lim
Senior Vice President
Summit Planners Maximus, Manulife FA
Wilson Lee
Financial Services Associate Director
PIAS
I strongly recommend Amit to all leaders and practitioners in the financial service industry. His sharing on investments comes from logic, and proven with heavily research stats. Most importantly the material is prepared in layman terms and easy to understand. After his masterclass my team and myself are more confident in recommending and explaining investment strategies using unit trust with savvy clients.
I have been in the Financial Advisory for the past 20 over years. I have attended many trainers out there and I must say Amit’s training is one of those that allows me to apply what I have learned immediately. He has gathered not only knowledge and also most important the data that allows me to use it efficiently. As a practitioner engaging my clients as well as training new FPs, the tools that he made available to us provided me enormous value in terms of productivity as well as monetary. I strongly encourage all of you to sign up his Master Class and definitely it is worth every cent that you pay.
George Tham
Partner, Vision Advisory Management
Manulife FA
Kaiser Tan
Relationship Director
Manulife FA
Amit’s sharings are unlike the courses we often encounter in the financial services industry; it’s actually practical! When it comes to my advisory work, I’m data driven and my clients appreciate this no-nonsense approach. Amit’s evidence-based approach to investing has allowed me to forge even stronger ties with my clients and helped close many cases, shortly after attending his lessons. I am truly thankful to have learned from Amit, and I recommend all my peers to do the same too!