An integrated 5- session, MDRT performance programme that enables advisors to systemise workflows, engage strategically, convert with structure, and scale sustainably.
Many advisors work harder each year in pursuit of MDRT qualification, yet struggle with consistency, follow-through, and scalable systems.
The AI-Infused MDRT BootCamp integrates proven MDRT methodologies with Strategic AI Applications through the S.A.L.E.S. Model, a structured framework designed to strengthen preparation, sharpen client engagement, and improve operational efficiency.
Why You Should Join
Sharpen your strategies with AI-powered market analysis and personalised client insights
Sustain your momentum for consistent $100K+ production, year after year.
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Learn directly from top advisors and industry experts about real-world applications and AI in advisory practices
Programme Overview
Systems
Approach​
Lead
Engagement
Strategic AI Application
Day 1: Systemise for Consistency
Build a strong Client Servicing and Time Mastery system. Learn how AI supports planning, reviews, follow-ups, and prioritisation, creating execution discipline and freeing time for revenue-generating activities.
Day 2: Approach with Precision
Apply the 3P3Q Top Producer Sales Approach using AI for pre-meeting preparation, needs discovery, and structured conversations, resulting in higher confidence, stronger trust, and better close rates.
Day 3: Lead with Quality
Shift from volume chasing to AI-enabled Quality Lead Generation. Learn how to attract, identify, and engage higher-intent prospects aligned with MDRT goals.
Day 4: Engagements that Convert
Master how to convert online engagements into offline conversations and sales outcomes. Turn digital interactions, content responses, and messages into appointments, reviews, and referrals, without hard selling.
Day 5: Strategic AI-Applications
Move beyond learning AI tools in isolation. Learn when, why, and how to apply AI strategically to improve sales performance, branding, productivity, client experience and with measurable results.
- A proven roadmap to sustainable MDRT qualification
- A complimentary 1.5-hour coaching consult with CoachG (worth $399)
- 100 DNC-compliant leads to jumpstart your next $100K