
Hello my friend,
I'm sure you enjoyed our workshop, the “3-Day Sales Funnel Challenge for Financial Advisors,” where we help you build a sales funnel that can transform your Financial Advising Career into a scalable business. If you missed it, you’re missing out! Be sure to join us next time.
I assure you that what you discovered in that workshop is already sufficient for you to thrive in this competitive market.
However, just knowing how is not enough. Believe me when I tell you that the hardest part comes after becoming aware with the steps you need to take to achieve your goals and desires.
That part is called execution and consistency.
The FA Mastermind is an accountability group and group coaching designed to help financial advisors create a marketing system that automates their sales process, generates consistent leads, and closes more deals systematically. We make it an accountability group where we will hold each other accountable with our commitments. We also have group coaching to help you stay motivated, overcome challenges, and achieve your business goals.
In Month 1, we will take a deep dive into the 5Ps taught in the 3-Day Sales Funnel Challenge. This will ensure that new financial advisors are included and supported. We will focus on practicing, and mastering the essential skills needed to succeed as Financial Advisors.
In Month 2, we will shift our focus to creating educational video content. We will explore strategies for producing engaging and informative videos that attract and educate potential clients. You will discover techniques for effective storytelling, video production, and leveraging social media platforms to expand your reach and build your brand. This will help you establish yourself as an authority in the financial advising field and attract more leads to your sales funnel.
In Month 3, we will dive into Facebook Ads, utilizing the videos created in Month 2. You will discover how to design, target, and optimize ads to reach your ideal audience effectively. This will enhance your ability to attract qualified leads and convert them into loyal clients, further scaling your financial advising business.
There are two reasons why most life insurance agents don’t consistently have appointments booked. Here they are:
1) They normally reach out to prospects directly offering life insurance products to people without establishing rapport or relationship.
The reason why hindi ito nagwowork is because there is no trust yet. Remember that building trust and credibility is crucial in money matters.
2) They normally reach out to the wrong people
And the reason why hindi ito nagwowork ay because many Filipinos are still not aware of the problem that life insurance solves and the importance of it, making it hard to convert this prospects to have an appointment.
That’s why ang gagawin natin ay we will create a system that educates clients until they're ready to buy, making them aware of the benefits of life insurance, and helping them create informed decision. This way, agents can generate consistent appointments and close more deals..
As a results:
Increase appointments
Less worry
More clients
If you’re ready to ramp up your F.A. career,

I lead, inspire and educate young
professionals to create wealth while
finding and pursuing their passion.
In 2015, I hit a quarter-life crisis. I was
not making enough money (I was in
debt) and also not happy with life.
I decided enough is enough. I want to
make money and be happy with my life,
so I began researching how to have a
happy and meaningful life and create
money at the same time.
Sino ba ako para turuan ka?

Hi! ako si Kyle Tiamzon, I am an MDRT awardee and helped my teammates become an MDRT as well.
But it wasn’t always like this. Nung 2023, I was so stressed because I am juggling a lot of roles:
1) Manganganak yung asawa ko sa first child namin
2) Minamanage at kinocoach ko yung mga teammates ko to succeed in our industry.
3) I also need to focus on my own production
4) I am helping my team manage their issues in life.
5) I am also the breadwinner, because my mom is a single mother.
And many more.
Naisip ko, kailangan ko na ng new way and new strategy to make things work in my insurance agent career.
Hindi na pwede na idaan nalang lahat sa sipag at tiyaga sa pangangamusta. Kailangan ko na mag-leverage sa technology. Buti nalang nadiscover ko yung Automated Financial Advisor Mentorship program na inoffer ni Audrey last year. Dahil manganganak na yung asawa ko, minadali ko talaga yung pag-gagawa ng sales funnel ko. Sa awa ng Diyos, natapos ko agad.
Right now, I am consistently attracting qualified leads every week and systematically insuring more families. After implementing the sales funnel and regularly producing educational content, I have significantly impacted many lives, including my own. My life has improved as a result of having a more efficient and effective approach to my career.
During the said schedule, the following will be the topics of the group coaching:
1st month - Core Skills - Manual Approach
2nd month - 21-day Social Media Challenge
3rd month - Facebook Ads
Modules
1. Facebook Ads 101 by John Paul Suba (Php 10,000)
How To Reach Audience Without Spending A Lot of Time Building Your Facebook Page
2. The 5P of a Top Financial Advisor (Php 50,000)
Technical & Core Skills Extensive Training
3. 21 Days Video Challenge for Financial Advisors (Php 21,000)
4. 5-Day Email Follow-Up Sequence (Php 10,000)
(Proven and tested personal email sequence of Coach Audrey)
All coachees will gain the benefits to the following:
1. 3 Months of Technical & Core Skills Support with Coach Kyle (2x a month) (Php 50,000)
2. 3 Months of Mindset Coaching with Coach Audrey (2x a month) (Php 50,000)
3. Exclusive Community with other New Generation Financial Advisors (Priceless)
4. Accountability Group (Priceless)
Each accountability group will have a leader. Each leader will be trained by Coach Kyle & Coach Audrey on how to track progress, communicate, and be accountable to the group.
Fast Action Bonus!
The First 8 Action Taker who will enroll will have an exclusive 1 on 1 coaching call for 3 months with the coaches.
I’m not going to charge you that amount.
When I said it makes me happy to see you succeed, I mean it.
But I can’t give all these for free. Aside from the fact that my physiological needs require money to cover my living expenses,
and that I discovered everything I’ll share in this course the hard way,
we can’t ignore the truth that
they value what they pay for.
But then again, I can’t charge you that amount because I created this challenge for the sole purpose of helping you flourish.
With that in mind, I decided to give you an
From February 12-14, 2023, 11:59pm.
From September 11, 2024
until July 31, 2024, 11:59pm.
September 10, 2024, 1pm (extended)
Ready to bet on yourself?

Early in life I learned about hard work. But it seems that no matter how hard I tried to succeed, I was barely making it with my salary. I also got myself into debt and was very sad with my situation.
I decided to look for the path to a happy and meaningful life and create money at the same time. I began to invest in myself and paid for courses that taught me not to work hard but to work smart instead.
That's when I discovered how to create automated systems that will do the hard work for me 24/7. This is what I used to grow my career as a Financial Advisor.
These system automations increased my income exponentially, provided for the needs of my family and gave me back the freedom of time.
I had to test if I was a special case or if this could also give results to others. So far I was able to help 100+ financial advisors in automating their insurance business.
Now, I want to extend that help to you.












Q: “How will the client be notified about the appointment?”
A: With all the available technology right now, you can automate everything. There are services like calendly, kartra, funnelfy, systeme etc that sends automatic calendar notification with zoom link already attached to it.
Not only that, prospecting, presentation and follow up are also done automatically.
That’s why I love this system. I have more time for my for myself through the help of automation.
Q: “What is the minimum minutes required for the video? How long should it be?”
A: There’s no standard length of time.
But normally, for video content creation: less than 5 mins.
For automated presentation, my first video training is about 21 minutes.
You wouldn't want to make the video long just to say you have a lot of content.
What people want is straight forward information. That’s why “How-To” information is normally shorter but straight to the point. On average, I have 1hr.
Q: “I’m not a tech savvy person. Will this FA Mastermind work for me?”
A: You don’t have to be a tech savvy but you can’t be technophobic as well or scared of computers.
Technologies made this business simpler and much easier to execute. Remember, you have us as your coach for 3 months and there's also tech support.
And even after that, you’ll be part of an EXCLUSIVE Facebook group where there are hundreds of Financial Advisors, just like you, who will help you out in every part of your business.
Q: “Will you be there to answer any questions that I have?"
A: Yes. For 3 months, you'll have a direct contact with us.
Aside from our coaching call, you can post your question in our exclusive group and ask us anything about life insurance sales process. If it is a technical question, best if you record a video of the issue you are facing so we can have a full grasp of the situation.
All the questions you have in mind about this, you can ask us. And we'll give you my expert advice so you can avoid costly mistakes, make the right decisions and build your system faster.
Q: “Do you offer money back guarantee?"
A: No refund, as we only work with people who give the same energy as we do.
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