17/08/2026
๐ฅ ๐๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐๐ ๐ฅ
Most salespeople leave money on the table. Not because the client was not interested. Because the consultant did not know how to pivot. Research by Bain & Company found that a 5% improvement in client retention increases profitability by 25% to 95% in financial services. The upsell โ moving a client from one commitment to a higher-value one within the same conversation โ is the single most direct mechanism for achieving that improvement. And most consultants never attempt it. Not because it is difficult. Because nobody taught them how. ๐๐ง ๐๐ง๐ ๐๐๐ฉ๐ญ๐๐ฆ๐๐๐ซ ๐๐๐๐, ๐ญ๐ก๐๐ญ ๐๐ก๐๐ง๐ ๐๐ฌ.
Master the Upsell is a two-hour practical workshop designed for financial services consultants and sales professionals who are tired of closing the floor when the ceiling was always available.
๐๐ฎ๐บ๐ฒ๐ ๐๐น๐ถ๐ณ๐๐ผ๐ป ๐๐น๐ฒ๐
๐ถ๐, ๐๐ง๐ , opens with the architecture of influence โ the sales psychology and mindset that must be in place before any technique is even relevant. Because a consultant who does not understand why a client buys will never consistently close at a higher level. They will occasionally get lucky. That is not a career.
๐ก๐ด ๐๐ถ๐ป ๐๐ผ๐ผ๐ป๐ด, ๐๐ง๐ , Harvard-educated, two-time World Championship of Public Speaking finalist โ delivers the pivot: how to steer a live conversation toward a higher-value opportunity in real time, without disrupting the relationship or triggering resistance. This is the skill that separates the transactional consultant from the trusted adviser.
Daniel Tay , AIA TMCโฉ closes the programme with what most workshops spend the least time on and what the field demands the most: objection handling and closing without compromise. The close is not the end of the conversation. It is the test of everything that came before it.
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๐๐ง๐ ๐๐๐ฉ๐ญ๐๐ฆ๐๐๐ซ ๐๐๐๐ | ๐๐๐๐๐ก โ ๐๐๐๐๐ก
๐ ๐๐๐ ๐๐๐ฆ๐ฉ๐ข๐ง๐๐ฌ, ๐ ๐๐๐ฆ๐ฉ๐ข๐ง๐๐ฌ ๐๐ซ๐๐ง๐๐, ๐๐๐ฏ๐๐ฅ ๐, ๐๐ซ๐๐ฆ๐ข๐๐ซ ๐, ๐๐ข๐ง๐ ๐๐ฉ๐จ๐ซ๐ ๐๐๐๐๐๐
๐ณ ๐๐๐ซ๐ฅ๐ฒ ๐๐ข๐ซ๐ ๐๐ฒ ๐๐๐ซ๐ ๐๐ฎ๐ ๐ฎ๐ฌ๐ญ: ๐$๐๐ (๐ฎ๐ฌ๐ฎ๐๐ฅ ๐ฉ๐ซ๐ข๐๐ ๐$๐๐) โ ๐๐๐ ๐๐จ๐๐ฌ๐ญ๐ฆ๐๐ฌ๐ญ๐๐ซ๐ฌ, ๐๐ฐ๐๐ฌ๐จ๐ฆ๐ ๐๐จ๐๐ฌ๐ญ๐ฆ๐๐ฌ๐ญ๐๐ซ๐ฌ, ๐๐ง๐ ๐๐๐ฆ๐ฉ๐ข๐ง๐๐ฌ ๐๐ก๐๐ง๐ ๐ค๐๐ญ ๐๐จ๐๐ฌ๐ญ๐ฆ๐๐ฌ๐ญ๐๐ซ๐ฌ ๐ฆ๐๐ฆ๐๐๐ซ๐ฌ ๐ช๐ฎ๐๐ฅ๐ข๐๐ฒ
๐ ๐๐๐๐๐จ๐ฉ๐๐ง: ๐๐ฉ๐ฉ๐ฅ๐จ://๐๐ค๐ง๐ข๐จ.๐๐ก๐/๐ฉ๐๐๐๐๐๐๐๐๐๐ฏ๐๐ผ๐๐ซ๐พ7
AIA Toastmasters Club and Awesome Toastmasters Club jointly present the workshop.
Influence the conversation.
Make the pivot.
Earn the close.
The ceiling was always there.
Most people just never looked up.
Denise Teoh, Programme Chair
Secretary, AIA Toastmasters Club
