Overview A Think Lab 6/14/25 Overview A Think Lab 6/14/25 Edge Planner: The Complete A–Z Reference Guide Read More Overview A Think Lab 6/14/25 Overview A Think Lab 6/14/25 Pirlo Consultant Bot: The Complete A–Z Reference Guide Read More Overview A Think Lab 6/14/25 Overview A Think Lab 6/14/25 Clients Rewards Bot: The Complete A–Z Reference Guide Read More Presentation, Statistics A Think Lab 6/9/25 Presentation, Statistics A Think Lab 6/9/25 Sales Strategies Using Custom Inflation Rates in Goal and Scenario Planning Read More Presentation, Sales A Think Lab 6/8/25 Presentation, Sales A Think Lab 6/8/25 Turning Single Premium Preferences into Big Regular Premium Wins (ILP) Read More Presentation A Think Lab 6/8/25 Presentation A Think Lab 6/8/25 Opening the Conversation: How Consultants Can Confidently Introduce Edge in Appointments Read More Presentation A Think Lab 6/2/25 Presentation A Think Lab 6/2/25 Mastering Market Stress Tests: Turning Uncertainty into a Selling Edge Read More Presentation A Think Lab 6/1/25 Presentation A Think Lab 6/1/25 Selling Equity Funds with Confidence: Try This Roleplay Flow Idea Read More Presentation A Think Lab 5/21/25 Presentation A Think Lab 5/21/25 Sample Appointment Flow Using Edge Planner - Lifestyle Planning (Existing Client) Read More Statistics A Think Lab 5/20/25 Statistics A Think Lab 5/20/25 Edge Planner - Figures to Know for Scenario Activities Read More Sales A Think Lab 5/15/25 Sales A Think Lab 5/15/25 Lifestyle Scenarios to Drive Better Conversations and Close More Gaps Read More Concept / Objection, Sales A Think Lab 4/30/25 Concept / Objection, Sales A Think Lab 4/30/25 Maximizing the Structure of Edge’s Client Profile Overview (Others) Read More Concept / Objection, Sales A Think Lab 4/30/25 Concept / Objection, Sales A Think Lab 4/30/25 Maximizing Edge Financial Planning Tool Across Different Age Group Profiles Read More Sales, Presentation A Think Lab 4/30/25 Sales, Presentation A Think Lab 4/30/25 Quick Sales Tips from the Edge Platform Checklist Read More AI / Resources, Sales A Think Lab 4/29/25 AI / Resources, Sales A Think Lab 4/29/25 Edge - Using Lifestyle Planning to Unlock Business Opportunities Read More AI / Resources A Think Lab 4/28/25 AI / Resources A Think Lab 4/28/25 Say Hello to Smarter Advisory: Pirlo GPT Has Arrived! Read More Concept / Objection A Think Lab 3/30/25 Concept / Objection A Think Lab 3/30/25 Highlighting High Charges Behind Attractive Bonuses with Invest View Read More Sales, Concept / Objection A Think Lab 3/30/25 Sales, Concept / Objection A Think Lab 3/30/25 CPF SA Closure: Strategies to Share with Clients Read More AI / Resources A Think Lab 3/22/25 AI / Resources A Think Lab 3/22/25 Streamline Zoom/Virtual Meeting Summary - Fathom AI Read More Sales A Think Lab 3/12/25 Sales A Think Lab 3/12/25 SRS Strategy: Smart Hack to Secure Annuity Plans Read More Older Posts
Overview A Think Lab 6/14/25 Overview A Think Lab 6/14/25 Edge Planner: The Complete A–Z Reference Guide Read More
Overview A Think Lab 6/14/25 Overview A Think Lab 6/14/25 Pirlo Consultant Bot: The Complete A–Z Reference Guide Read More
Overview A Think Lab 6/14/25 Overview A Think Lab 6/14/25 Clients Rewards Bot: The Complete A–Z Reference Guide Read More
Presentation, Statistics A Think Lab 6/9/25 Presentation, Statistics A Think Lab 6/9/25 Sales Strategies Using Custom Inflation Rates in Goal and Scenario Planning Read More
Presentation, Sales A Think Lab 6/8/25 Presentation, Sales A Think Lab 6/8/25 Turning Single Premium Preferences into Big Regular Premium Wins (ILP) Read More
Presentation A Think Lab 6/8/25 Presentation A Think Lab 6/8/25 Opening the Conversation: How Consultants Can Confidently Introduce Edge in Appointments Read More
Presentation A Think Lab 6/2/25 Presentation A Think Lab 6/2/25 Mastering Market Stress Tests: Turning Uncertainty into a Selling Edge Read More
Presentation A Think Lab 6/1/25 Presentation A Think Lab 6/1/25 Selling Equity Funds with Confidence: Try This Roleplay Flow Idea Read More
Presentation A Think Lab 5/21/25 Presentation A Think Lab 5/21/25 Sample Appointment Flow Using Edge Planner - Lifestyle Planning (Existing Client) Read More
Statistics A Think Lab 5/20/25 Statistics A Think Lab 5/20/25 Edge Planner - Figures to Know for Scenario Activities Read More
Sales A Think Lab 5/15/25 Sales A Think Lab 5/15/25 Lifestyle Scenarios to Drive Better Conversations and Close More Gaps Read More
Concept / Objection, Sales A Think Lab 4/30/25 Concept / Objection, Sales A Think Lab 4/30/25 Maximizing the Structure of Edge’s Client Profile Overview (Others) Read More
Concept / Objection, Sales A Think Lab 4/30/25 Concept / Objection, Sales A Think Lab 4/30/25 Maximizing Edge Financial Planning Tool Across Different Age Group Profiles Read More
Sales, Presentation A Think Lab 4/30/25 Sales, Presentation A Think Lab 4/30/25 Quick Sales Tips from the Edge Platform Checklist Read More
AI / Resources, Sales A Think Lab 4/29/25 AI / Resources, Sales A Think Lab 4/29/25 Edge - Using Lifestyle Planning to Unlock Business Opportunities Read More
AI / Resources A Think Lab 4/28/25 AI / Resources A Think Lab 4/28/25 Say Hello to Smarter Advisory: Pirlo GPT Has Arrived! Read More
Concept / Objection A Think Lab 3/30/25 Concept / Objection A Think Lab 3/30/25 Highlighting High Charges Behind Attractive Bonuses with Invest View Read More
Sales, Concept / Objection A Think Lab 3/30/25 Sales, Concept / Objection A Think Lab 3/30/25 CPF SA Closure: Strategies to Share with Clients Read More
AI / Resources A Think Lab 3/22/25 AI / Resources A Think Lab 3/22/25 Streamline Zoom/Virtual Meeting Summary - Fathom AI Read More
Sales A Think Lab 3/12/25 Sales A Think Lab 3/12/25 SRS Strategy: Smart Hack to Secure Annuity Plans Read More
