Advisor
Academy
Appointment Setting Mastery
Your Trainer:
Jonas Chew,
Managing Director of First 4
Jonas Chew is the Co-Founder and Managing Director of First 4 Marketing Agency — a boutique, results-driven firm built on real-world experience. A former financial advisor turned marketing strategist, Jonas doesn’t just teach theory — he executes the same campaigns that have generated millions in revenue for both his clients and his own agency. Every strategy he shares is field-tested, proven, and built to convert.
Prep, Positioning & Framework
Before you dial a single number, know exactly who you’re speaking to, what to say, and how to lead the call with confidence. In this module, you’ll learn how to prep like a pro, position yourself with authority, and follow a proven framework that turns cold leads into warm appointments — without sounding scripted.
The Whatsapp Outreach Playbook
In this module, Jonas breaks down the WhatsApp outreach strategies that turn cold leads into warm replies. You’ll get access to message templates, timing tactics, and conversation openers that get attention — plus learn how to follow up without sounding pushy.
The Call Script Playbook
In this module, Jonas walks you through the exact scripts he and his team use to turn ad leads into booked appointments — the same ones that have consistently driven results for financial advisors. You’ll learn how to open strong, address objections naturally, and guide every conversation toward a confirmed meeting with confidence and flow.
Handling Objections, FAQs & Mindset Re-Frames
In this module, Jonas teaches you how to stay calm, confident, and in control — even when prospects push back. Learn how to handle objections with empathy, reframe doubts into opportunities, and answer tough questions like a pro. He also shares the mindset shifts that separate average closers from top performers, all grounded in real-life field experience.
X FACTOR METHOD
Finding your Marketing EDGE
18 Mistakes Financial Consultants and Agency Leaders Unknowingly Make That Cost Them $50k-$200k/yr in Commissions They Have Easily Made
Exclusive Training by X-Factor
BREAK THE LIMITS
FRAMING YOUR MINDSET TO CONVERT MORE LEADS INTO APPOINTMENTS
Introduction to Darryl Ng ,Founder of Break the Limits
Exclusive Training By Break The Limits
The Top 3 Belief System to Deploy When Calling Leads That Are Generated From Social Media
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The Inner Game Method that has helped FCs 2x their income, achieved 5 -figure months and even MDRT & COT
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Common Mindset Related FAQs
Exclusive Training By Break The Limits