Our results
90%
who use our method saw an
increase in production
Gillian Ann Tan
Master Financial Consultant
MDRT 2018 - 2025
COT 2025
"I generate more appointments, and clients are more receptive to meet me"
75%
find themselves having
quality appointments
Ling Chun Wei
Associate Director
Lifetime MDRT Member
MDRT 2018-2022
COT 2023-2025
"I am constantly introduced to people i want to work with"
70%
find themselves having
Associate Director
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Jayden Chong
Associate Director
MDRT 2023 - 2025
COT 2025
"I achieved my fastest ever MDRT in 1.5 months and received more passive referrals"
About Us
About Xccelerate Academy
A sustainable business brings us more time, more money and more happiness
Many sales organizations use traditional methods such as cold calling, digital marketing, pressing for referrals, street prospecting, roadshows. These methods often require lots of time, money and energy, which makes ANY business unsustainable in the long run.
This has inspired us to design and continuously improve our methods of generating continuous business that can replicated by solopreneurs, sales professionals and financial consultants.
With more than 15 years of experience training financial consultants and professionals, we have helped more than 2000 individuals triple their productivity, while reducing business costs and time
The Xccelerate team
Our Team
The Xccelerate team believes that every solopreneur's business should be sustainable. To us, this means a business should bring you more time, more money and more happiness. We have seen hew onventional methods lead to an exchange between time and happiress for money. This makes ANY business unsustainable in the long run. Hence we founded the Xccelerate Academy, with a strong commitment to help our participants achieve REAL outcomes towards this vision.
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In this Xccelerate Core program, you will learn how to
01
Connect with your referrals through the new way
By meeting quality new clients in your desired target market via personal introductions, without the need to pressure clients for referrals.
02
Increase client conversion and loyalty
Improve client loyalty by creating an unique value-add that will create top of mind awareness and deeper engagement between you and your clients
03
Attract repeated business, rather than chasing them
Through learning about our high touch client engagement system, you will always remain at the top of clients mind which will provide you with continuous business throughout their lives
Hence we founded Xccelerate Academy, with a strong commitment to help our participants achieve REAL outcomes towards this vision
Core program
01
MODULE
Qualifying Your Clients
Acquiring clients as a financial consultant might not mean the more the merrier. Learn how to select and categorize your clients using our P.A.P. Matrix, so that investment of time and business costs can be more effective!
02
MODULE
Revolutionize your planning process
Having a good planning process is key to client acquisition and getting personal introductions. Learn about key objectives that are important towards refining your business process, including setting the right expectations, and having a meaningful conversation with your clients using our FIT process.
03
MODULE
Stand out from the crowd
Bring clarity to your value add as an advisor, so that clients will be able to differentiate you apart from others. This is achieved as our trainer brings you through different exercises to let you understand how you can create your own differentiated value add. You will be taught how to leverage off a commonly used but underrated tool in the correct manner at the end of this module.
04
MODULE
Get MORE personal introductions the right way
Improving referability is more than just remembering to ask your clients for referrals and to "press" them for it. Learn the different
steps using our P.S.A structure that will lead to your clients bringing their network to you, constantly. This will create more quality appointments for you. Get to practise real time in snippets to fully internalize these methods!
05
MODULE
Let's connect further
Complete your Xccelerate experience with an exclusive live event, which is aimed to increase client retention. This is also a good opportunity to exchange customized perspectives of your business with trainers and peers to round up the program!
BONUS SESSION
1-1 Mentoring
Unlike other courses which focuses a lot on theory, we are committed to creating useful outcomes for you and your business. This is hard to achieve without going deeper into your business via a 1-1 session. From troubleshooting, refining your process and discussing business strategies, this is the part where most participants find major breakthroughs in their business.
Leaders Testimonial
Financial Consultant Testimonials
