Consultancy Services
Great advisors don’t just inform,
they influence, connect, and transform lives
Speaker Services
Eliss is an established speaker who have spoken on a range of end client topics as well as being invited to numerous organizations to speak. She has conducted many lunchtime talks. She has also been invited to emcee panels of speakers as well as host events.
Her speaking engagements range from 1 hour to 1.5 hours for talks on Estate Planning, Wills and Trusts. Please contact her for the synopsis of the talk’s topics.
Eliss recently spoke at Seedly and Singsaver Public Event on “How to help future generations acquire Multi-Million HDB with your Will.”
Eliss is also available for short training or motivational session (1-2 hours) for agency, district or company level.
Agency Consultancy Services
Financial advisor team leaders may engage the principal consultant and chief trainer Eliss to discover how to create a new pillar of service via estate planning. Estate Planning is a sophisticated field. Financial advisory teams who are new to the field may invest substantially without end results. With Eliss’s roadmap, they can quickly acquire a foothold and develop estate planning expertise within the team or among some of the team members.
As a wealth management specialist as well as a CFP® course trainer, Eliss is also well versed with investment methodologies. Financial advisory team who has switched over to the full FA or tied FA business model can engage Eliss to provide guidance and training on how to quickly scale up their investment business for their financial advisors. Consultancy programs are customized and subject to quotation.
End Client Consultancy Services
Eliss is an established speaker who have spoken on a range of end client topics as well as being invited to numerous organizations to speak. She has conducted many lunchtime talks. She has also been invited to emcee panels of speakers as well as host events.
Her speaking engagements range from 1 hour to 1.5 hours for talks on Estate Planning, Wills and Trusts. Please contact her for the synopsis of the talk’s topics.
Eliss recently spoke at Seedly and Singsaver Public Event on “How to help future generations acquire Multi-Million HDB with your Will.”
Eliss is also available for short training or motivational session (1-2 hours) for agency, district or company level.
As a disclosure, Eliss may receive introducer fees from relevant partners.
