Up Adviser

Up Adviser Try Up Adviser free for 30 days: https://registration.upadviser.sg

Attract and convert highly qualified leads with the only solution that offers end-to-end digital delivery from lead generation management to comprehensive online financial planning.

As Ramadan comes to a close, we embrace the spirit of forgiveness, gratitude and unity. Here’s wishing you and your fami...
21/04/2023

As Ramadan comes to a close, we embrace the spirit of forgiveness, gratitude and unity. Here’s wishing you and your family a prosperous and joyous Hari Raya. May it be filled with happiness, love, and peace.

Selamat Hari Raya from Up Adviser!
https://www.upplan.sg/up-adviser

Try Up Adviser free for 30 days:https://registration.upadviser.sgAttract and convert highly qualified leads with the onl...
27/04/2022

Try Up Adviser free for 30 days:
https://registration.upadviser.sg

Attract and convert highly qualified leads with the only solution that offers end-to-end digital delivery from lead generation management to comprehensive online financial planning.

Start the year with a plan for growing your business! Join our upcoming webinar: Getting Started With Digital Marketing ...
03/01/2022

Start the year with a plan for growing your business! Join our upcoming webinar: Getting Started With Digital Marketing

In this webinar we’ll discuss how digital marketing can help advisers ‘scale trust’ and start selling, even before meeting the client. We'll cover everything you need to know to get started, including-

★ The role of digital marketing and how it can help you grow your business

★ Setting the right objectives

★ Defining your target audience

★ Developing your offering and key messaging

★ Using Up Adviser's digital tools to attract, qualify and convert highly qualified leads

The event will be hosted by BetterTradeOff's Chief Marketing Officer Shannon Cullum. Over his 25 plus years in marketing and communication, Shannon has held executive positions in Canada, the U.S, Europe and Asia Pacific, including CEO roles with leading multinational ad networks- Saatchi & Saatchi and Mullen Lowe. Working across 30 plus countries and over 20 consumer and B2B categories.

We hope to see you there! Click here to register: https://us02web.zoom.us/webinar/register/6116411871085/WN_kMGgF_1ETPCsY6AAeDZiGQ?fbclid=IwAR2Gs_bycGBHdDuTV9HWVm7o5cGDCdAhbnKzSV-yu-ZyL99MEhz2K3EPjEo

In case you missed it- watch the full recording of our roundtable discussion with:★ Alfred Chia 谢诏全 Chia, CEO, SingCapit...
01/11/2021

In case you missed it- watch the full recording of our roundtable discussion with:

★ Alfred Chia 谢诏全 Chia, CEO, SingCapital
★ Carol Seah, Founder CEO WYNNES Group
★ Mike Yap, Co-Founder & Head of Growth, Client Volt

As they discuss how digitalisation is impacting the world of financial planning and the way financial advisers manage their clients and business.

https://www.upplan.sg/up-adviser-roundtable

A big thanks to all who attended!

Join us October 28th at 2pm SGT, for this exciting roundtable discussion with:★ Alfred Chia, CEO SingCapital★ Carol Seah...
19/10/2021

Join us October 28th at 2pm SGT, for this exciting roundtable discussion with:

★ Alfred Chia, CEO SingCapital
★ Carol Seah, Founder and CEO of WYNNES Financial Advisers
★ Mike Yap, Client Volt Co-Founder & Head of Growth

As they discuss how digitalisation is impacting the world of financial planning and the way financial advisers manage their clients and business.

Click here to register: https://us02web.zoom.us/.../801.../WN_LagrfKK3RySq27OWJf5vjA

To learn more about Up Adviser, the only solution that offers end-to-end digital delivery from lead gen management to comprehensive online financial planning, visit: www.upplan.sg/up-adviser

In case you missed last week’s event from Wynnes Financial Advisers Pte Ltd - ‘Family Wealth 101’ – you can watch a full...
31/08/2021

In case you missed last week’s event from Wynnes Financial Advisers Pte Ltd - ‘Family Wealth 101’ – you can watch a full recording of the event here, including a keynote from Carol Seah, Founder CEO WYNNES Group and a demo of the Up | WYNNES online financial planning solution. You can also try this solution for yourself- absolutely free!

https://www.discover.upplan.sg/up-wynnes-family-wealth/

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