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Is Achieving Cot/Tot Really So Difficult, Or You Have Not Found The Right Formula?

The secret “recipes” of TOP advisors, revealed.

You've already proven you can achieve MDRT. The question is: what's stopping you from reaching COT or TOT? There’s something stopping you from reaching that next milestone and you know it very well. Join us as we uncover the blind spots, habits, and strategies that separate the top 1% from everyone else.

476 MDRT
139 COT
53 TOT

Qualifiers Developed

Early Bird Pricing Ends In:

Days
Hour
Min
Sec
SECURE YOUR SEAT NOW

In our masterclass, you’ll gain insights on winning over high net worth individuals, upgrade your clientele profile, and achieve your bigger goals, faster.

In this Masterclass, you will learn:

01

How to avoid Costly Mistakes Advisors Make That “Kill” Their Opportunities With High Net Worth

02

What High Net Worth And Affluent Market Look For In An Advisor

03

Practical Tips To “Charm” High Net Worth & Win Them Over

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Why Most MDRTs Never Become COTs or TOTs

You’ve proven you can produce.
The question is: what’s preventing you from reaching the next level?

The biggest obstacle isn't your market or your clients. And It definitely isn't the economy.
It's the blind spots you can't see, the habits you haven't changed, and the systems & strategies you've yet to master.

Working harder isn’t the answer. Working smarter is.

The difference between MDRT and COT/TOT isn’t effort. It’s systems, execution, and awareness.

Without them, even the most driven advisors experience:

Hidden blind spots
that limit growth
Productivity leaks waste valuable time
Client acquisition
remains inconsistent
Performance plateaus
despite hard work

What You'll Learn Inside The COT/TOT Formula Masterclass

This isn’t about motivation, shortcuts, or doing more.

It’s about mastering the systems, habits, and mindset shifts that drive consistent COT and TOT performance.

1. Identify The Blind Spots Holding You Back

Most advisors work hard but remain unaware of the habits, behaviours, and assumptions limiting their growth.

You’ll learn how to:

  • Identify productivity leaks that waste time and energy
  • Recognise behaviours that restrict performance
  • Uncover leadership and communication blind spots
  • Remove barriers preventing your next breakthrough


Once you identify what’s holding you back, you can focus on the actions that create real results.

Learn how top advisors create predictable results through stronger systems, sharper focus, and disciplined execution.

Increase efficiency, improve conversion rates, and achieve stronger results without working longer hours.

Learn the mindset shifts required to thrive in an increasingly competitive advisory industry over the next 30 years.

This Isn’t Motivation. It’s A Proven Formula.

Every strategy shared is drawn from Coach Lusi’s real world experience developing MDRT, COT, and TOT achievers, so you can apply it immediately.

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BECOME THE ADVISOR CLIENTS TRUST WITH BIGGER DECISIONS

Learn how top advisors communicate with confidence, handle difficult conversations, and build deeper trust with affluent clients.

Is This Right for You?

  • You're already producing and want to hit COT and TOT consistently
  • You're tired of scrambling at the end of the year and want steady, predictable results
  • You want to attract and close high-net-worth clients with confidence
  • You're ready to commit to proven systems that deliver real outcomes
  • You're looking for quick fixes or shortcuts
  • You're not willing to confront your blind spots and grow from them

Secure Early Bird Access!

Accelerated Milestone Class (AMC)

This masterclass is designed exclusively for MDRT achievers who are:

  • Ready to achieve their next breakthrough
  • Committed to progressing towards COT and TOT
  • Seeking bigger results through better leverage, not more effort
  • Looking for a proven framework for sustainable growth and long term success
Lock In Early Bird Pricing
Early Bird Ends 5 August 2026

$89

Single Ticket

$159

Pair Ticket

Don't Miss Out This Exclusive Class!

14 August 2026 (Friday)

e2i, Devan Nair Institute for Employment and Employability
80 Jurong East Street 21, Singapore 609607
Level 1, Hall 2

PROGRAMME

Time: 2:00 PM – 7:00 PM
(Kindly block time until 8:00 PM for post-class engagement)

SECURE YOUR SEAT NOW

The Winning Formula

Why Our Mentees’ Results Grow Year On Year, And Clear Bigger Goals Faster With More Work Life Balance .

Personalised Diagnostic – Your Success Roadmap

Personalised Diagnostic – Your Success Roadmap

• Understand your strengths, weaknesses, and hidden talents.
• Identify blind spots that are holding you back.
• Get one-on-one feedback from experienced diagnosticians.

Experiential Learning – Learn by Doing

Experiential Learning – Learn by Doing

• Real-life case studies & insights from Lusi Lim’s record-breaking career.
• Expert coaching to spot and fix your blind spots.
• Hands-on exercises to develop practical HNW engagement skills.

Life-Long Mentorship – Stay on Track

Life-Long Mentorship – Stay on Track

• Personal mentor assigned to support your long-term success.
• Continuous follow-ups to ensure real-world application.
• Eliminate bad habits, build productive ones, and keep growing.

No fluff. No generic advice. Just pure, actionable strategies.

SECURE YOUR SEAT NOW

Meet Chief Coach Lusi Lim

She’s walked the talk, and now she teaches others to do the same.

  • 9,000+ HNW & UHNW clients acquired
  • $2M+ monthly sales commissions
  • Built the #1 global agency for productivity
  • 216x MDRTs (36 TOT) by April each year
  • Retired at 35, now founder of Lusi Group

Award-Winning, Results-Driven:

  • Winner, Ten Outstanding Young Persons of the World 2012
  • Double winner, Great Women of Our Time (Finance & Commerce + Most Inspiring Woman)
  • Accounting Scholarship from the London School of Economics...
  • Made her first million at 27
  • 9 career promotions in just 8 years
  • Youngest female COO in a global investment firm

Her edge?
A lifetime of soft skills—refined, methodised, and now shared.

How to Clear Your Big Goals Consistently

By September Every Year

These Graduates implemented a “New” Way through our proven methods, and never looked back.

"Thank you Lusi Group for inspiring me to my first COT qualification in 2022. I've crushed so many limiting beliefs and now I am more confident than ever before."
Shirlene TohMaster Financial Consultant
Shirlene Toh
"Thank you very much for changing my mindset to clear my first COT! The market was less favourable at the end of 2022 and your teaching on mindset and attitude constantly rings through my mind to clear all the remaining in the last 2 months."
Tan Yong FengExecutive Senior Manager
Tan Yong Feng
"I implemented Lusi Group's TRIPOD skills and cleared my first MDRT in 10 months. My biggest takeaway was "Asking the Right Questions"."
Patrine ChooSenior Financial Consultant
Patrine Choo
"I used to have a self-limiting belief that with a small team, it is impossible to set big agency goal, let alone achieve agency awards. After attending Lusi Group courses, I overcame this blindspot and started to set bigger agency goals in 2021. With the skill sets I've learnt, we achieved the President Club Agency Award that year!"
Lee Jue RongFinancial Services Director
Lee Jue Rong
"Before Lusi Group courses, I only achieved 1 MDRT in 13 years. After TRIPOD courses, I cleared 5 consecutive COT, and in 2024 achieved my very first TOT."
Wilfred LingWealth Advisory Director
Wilfred Ling
"Through Lusi Group’s courses and coaching, I grew from managing my blind spots by asking sharper questions and listening better to address my clients' needs. With this improved mindset and skillset, I was able to close bigger cases and shorten the sales process. I am more confident now and Lusi Group always inspires me to strive for greater growth. Coach Lusi expanded my comfort zone by sharing: “If you can shorten your journey by 5 years to get to your goals, why take your own sweet time?”
Seah Roh TingExecutive Personal Wealth Manager
Seah Roh Ting
"From someone with zero sales experience, Lusi Group helped me achieve TOT under 3 years."
Patsy KhooAssociate Director
Patsy Khoo
"I am a consistent MDRT achiever and used to take 8-11 months to qualify. After attending Lusi Group's courses, it took me half the time to qualify for MDRT. Very happy to share I achieved COT for the past 5 years. Lusi Group also taught me the framework to build strong productive teams and that gave me strong meaning to continue to pursue my career growth!"
Fiona FooSenior Manager
Fiona Foo
"I cleared my first ever COT! Thanks for teaching me the spirit of never settling and how to be resourceful under pressure. Would like to dedicate my results to your teachings!"
Don OngFinancial Services Assistant Director
Don Ong
"With Lusi Group's support and guidance, I cleared my MDRT way earlier. Used to take the whole year. Proud to say I am now a consistent COT achiever."
Elaine LohAssistant Vice President
Elaine Loh

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