Hi, I am Shee Yan! A Business Consultant, Transformational Coach, Sales Effectiveness Educator, and Financial Planning Avocator that is dedicated to helping salespersons and sales managers to master their thoughts and emotions with the aim of you achieving transformational results in life such as being the person you most wanted to be, doing the work that you loved and having the income you desired.

At the same time, I am passionate about evocating financial planning skills and personal finance knowledge to the general public so that everyone is able to gain control over their finances, achieve their financial goals, and establish a strong foundation for long-term financial stability.

Wake up to passion, driven by dreams!

Learn to achieve transformational results in life! Download free any of my powerful guides and sign up for my signature programs to Initiate, Accelerate and Substantiate Your Transformational Change.

Below are my signature training and coaching programs:

1. MONEY MASTERY MASTERCLASS:

We are all not taught in school how to manage our personal finance and money, not to mention how to grow wealth. The Money Mastery Masterclass is the only Personal Finance Masterclass you ever need to attend for money mastery and wealth creation. The masterclass provides a holistic approach in guiding the participants on the below topics:

  1. Introduction to the Pathway towards Financial Liberation and wealth creation.
  2. Understand what the Affluent does differently distinguishing from normal people.
  3.  Getting to know you and your relationship with Money.
  4. The Ultimate 3-Step System with 9 Strategies for Your Wealth Creation Blueprint.
  5. Save more to generate cash with better cash flow management.
  6. Build a leveraged investment portfolio to accumulate wealth faster.
  7. Protect your hard-earned assets by insulating all the possible risks.

2. BATTLE PROGRAM:

The Be A True Talented Leader Empowerment (BATTLE) Program is an agency leadership and management coaching program that help to unleash the potential of new and existing agency managers. It provides the participants with the opportunity to gain deeper insights relating to topics such as:

  1. Understanding the principles in agency leadership and management.
  2. Reexamining your agency’s vision, values, and validations.
  3. Identifying your personality profiling and communication styles.
  4. Establishing holistic core agency management systems to future-proof your agency.
  5. Developing your agency success blueprint and a 180-day action plan.
  6. Enforcing transformational success through 3-6 monthly follow-up group coaching sessions.

3. RECRUIT2GROW PROGRAM:

The “Recuit2Grow” Program is a recruitment and business planning workshop, designed to assist agency leaders aiming to achieve breakthroughs and transformation in their business. It reveals the secret to new manpower recruitment and retention for your agency expansion. The program will provide the participants with the opportunity to gain deeper insights relating to topics such as:

  1. Assessing current business performance and business environment.
  2. Converging business objectives and aligning priorities.
  3. Establishing business goals and setting manpower targets.
  4. Applying the MAP+GPS system for new manpower recruitment.
  5. Developing an actionable manpower expansion blueprint and a 180-day action plan.
  6. Enforcing transformational success through 3-6 monthly follow-up group coaching sessions.

4. LEVEL-UP PRODUCTIVITY PROGRAM:

The Level-Up Productivity Program is a sales effectiveness program that aims to improve the sales capability and productivity of the salesperson. It provides the participants with the opportunity to gain deeper insights and an aligned mentality toward acquiring bigger case sizes and closing more cases within 12 months of joining the class. The program covers the below topics:

  1. Revisiting the agent’s income model and realigning the KRAs.
  2. Understanding Financial Life Stages and Needs of Customers.
  3. Selling big case sizes by utilizing Financial Planning Concepts for Investment Planning, Estate Planning, and Legacy Planning.
  4. Mastering the 4 Advanced Sales Abilities.
  5. Developing your success blueprint and 12-month sales action plan.
  6. Enforcing transformational success through 3-6 monthly follow-up coaching.