For Insurance Consultants
How To Do More For Your Clients — Without Burning Their Pockets.
A 3-hour, face-to-face workshop on Optimization: the top-of-funnel approach that gets clients coming to you — because you help them cut costs, not pay more.
Monday, 17 August 2026 · 3 Hours · Face-to-Face · Speaker: Shayne Teo
Sound familiar?
"I have to keep chasing leads because referrals aren't coming naturally."
"Every conversation with a client feels like I'm asking them to pay more."
"I want to stand out, but I don't want to be 'just another agent selling insurance.'"
The shift: Optimization
Instead of leading with another product to sell, you lead with a way to reduce what your client is already paying. That single shift changes the entire relationship — clients stop feeling sold to, and start bringing you their friends.
How do you make your client come to you — because you help people reduce cost for insurance rather than making them pay more?
What you'll walk away with
This isn't theory. It's a practical, top-of-funnel framework you can start using with your very next client conversation.
01
The Optimization Mindset
Why cost-reducers earn trust that cost-adders never will — and how to reposition yourself as the former.
02
The Levers Clients Actually Care About
Where real savings and efficiencies exist in a client's coverage, and how to spot them fast.
03
An Inbound-Ready Opening Offer
How to package "optimization" as your top-of-funnel hook so prospects reach out first.
04
Conversation Scripts
Exact language to introduce optimization without sounding salesy or transactional.
05
Turning One Client Into Many
How a single optimization conversation naturally leads to warm referrals.
06
Live Q&A With Shayne
Bring your toughest client scenarios and work through them in the room.
Event Details
Date
Monday, 17 August 2026
Duration
3 hours, face-to-face
Venue
TBC
Speaker
Shayne Teo
Format
In-person workshop, limited seats
Who this is for
Insurance consultants and financial advisors who are tired of relying on cold outreach and want a genuine, trust-based way to grow their pipeline — starting with the clients they already have.
Your Speaker
Shayne Teo
Shayne has trained consultants on optimization strategy, helping them move away from push-selling and toward client-led growth. In this workshop, he'll break down the exact framework behind turning cost-saving conversations into your strongest source of referrals.
Pricing
Come with a friend — optimization works best when you have someone to practice and grow with.
$97
per pax
Best Value
$158
for 2 pax — bring a friend
FAQ
Do I need any prior experience with optimization strategy?
No — this workshop is built for consultants at any stage who want a clearer, more client-first way to grow.
Is this online or in-person?
Face-to-face, for 3 hours, on 17 August 2026. Venue details will be shared upon registration.
How does the "bring a friend" pricing work?
Sign up together and pay $100 total for both seats — a fraction of the $97/pax solo rate.
Seats are limited to keep this hands-on.
Reserve your spot for 17 August — and bring a friend for the best rate.
The Optimization Workshop · 17 August 2026 · Hosted by Shayne Teo