For financial advisers in Malaysia, the Philippines, Indonesia & beyond

The System Top Advisers Use to Attract, Convert and Keep Clients, Without Cold Calling or Burning Through Their Warm Market

The Integrated Advisor is a 22-module online course that shows you how marketing, sales and advice fit together into one practice that keeps growing. Learn it at your own pace for a one-time USD 49.

Get Instant Access for USD 49

One-time payment · Lifetime access · Complimentary 1-on-1 call when you finish

Dear adviser,

You got into this industry to help people. But somewhere along the way, the job started to feel like this:

  • Your warm market is running thin and you're not sure who to call next
  • Referrals come in waves, then go quiet for weeks
  • Prospects treat you like a salesperson, not a trusted adviser
  • You're busy every week, but your practice isn't really growing
  • You've been to trainings, yet nothing ties it all together
Most advisers don't lack knowledge. They lack a system.

Marketing, sales and advice get treated as three separate jobs. When one is weak, the whole practice stalls. The advisers who grow year after year do something different: they run all three as one connected system.

That's exactly what this course teaches.

Two ways to build an advisory practice

One keeps you chasing. The other brings clients to you.

The old way

  • Chasing prospects one call at a time
  • Selling products instead of leading advice
  • Relying on luck for referrals
  • Starting from zero every month
  • Knowledge that never turns into habits

The integrated way

  • A clear way to attract the right clients
  • Structured conversations clients trust
  • A referral system that runs on purpose
  • Positioning that makes you the obvious choice
  • A weekly rhythm that keeps you growing
What's inside

22 modules across 5 parts

Short videos with written notes for every lesson. Do it in about four weeks, or at your own pace.

PART 1

Foundations

How the integrated advisory business works, active client acquisition, and running professional advisory conversations.

PART 2

Authority & Positioning

Build authority so clients come to you, position yourself clearly, pre-frame conversations and lead investment discussions with confidence.

PART 3

Building a Sustainable Practice

Referral systems, differentiation, advising through market cycles, client education and growth models.

PART 4

Implementation & Momentum

Templates, authority assets, review cycles and the digital tools that turn knowledge into weekly action.

PART 5

Mastery & Leadership

Mindset and resilience, relationship-driven prospecting, influence and trust, and real planning case work.

BONUS

Complimentary 1-on-1 call with Calvin

Finish the course and book a free session to map out your next steps. It isn't part of what you pay for. It's my way of seeing you put it into practice.

Start Learning Today

What you'll walk away with

By the time you finish, you'll have:

  • A repeatable way to attract and win clients without relying on cold calls
  • The confidence to run structured advisory conversations from first meeting to decision
  • Positioning and authority assets that make you the obvious choice
  • A referral system you run on purpose, not by chance
  • A weekly rhythm of implementation and review that keeps your practice growing
Results & experience

Built from real practice, not theory

I'm Calvin. I spent 10 years as an educator before moving into advisory, and I've been building businesses since 2010. The Integrated Advisor is built on the exact systems I use in my own practice and with my own team.

300+people worked with 1-to-1
Since 2018building and refining these systems
10 yearsas an educator, so it's taught step by step

"I built this so every adviser starts with the system it took me years to figure out."Calvin Chan

This is for you if…

  • You're a licensed financial adviser, new or experienced
  • You want a steadier flow of clients beyond your warm market
  • You want to be seen as a trusted adviser, not a salesperson
  • You're willing to apply one idea each week

This isn't for you if…

  • You're looking for a shortcut with no effort
  • You want product training or compliance training
  • You won't watch the videos and apply them

Questions advisers ask

I'm not in Singapore. Is this relevant to me?

Yes. The course is about how to build and run an advisory practice. The principles apply wherever you're licensed, whether that's Malaysia, the Philippines, Indonesia or elsewhere.

How long do I have access?

Lifetime. Watch at your own pace and come back whenever you need a refresher.

How do I get in after paying?

You'll get an email straight away with your login link to set your password and start.

Is this financial or product advice?

No. It's business and practice-building education for advisers. Always follow your regulator's and company's rules.

Can I get a refund?

No. Because you get instant access to the full course, all sales are final. See our course policies.

Still have a question?

Email [email protected] before you buy.

The Integrated Advisor
USD 49 one-time
  • 22 video modules across 5 parts
  • Written notes for every lesson
  • Lifetime access, at your own pace
  • Complimentary 1-on-1 call with Calvin when you finish

Instant access by email after payment. All sales are final; see our course policies.

For less than the cost of one client lunch, you get the whole system. Fill in your details below and you'll be inside the course in minutes.

Calvin

P.S. Finish the course and I'll personally meet you on a complimentary 1-on-1 call to help you plan your next steps.

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