Connect. Convince.
Close with Confidence.

Sales isn’t just a skill — it’s a conversation that builds trust, clarity, and lasting impact.
Meet the trainer who’s redefining how financial professionals connect and convert.

Learn More

Empowering Advisors to Sell
with Purpose

Hi, I’m Eliss Chen, an Advanced Sales Trainer as well as an Estate Planning & Trust Specialist in wealth management and financial advisory for more than 20 years. I have conducted more than 500 hours of training in various financial planning, wealth management, sales training and estate planning topics.

I help financial professionals master the art of client connection and grow their client’s portfolio size and depth through effective sales techniques for financial advisors during appointments. My sales techniques bridge the challenges of effective financial planning and engaging the client’s emotions.

These are demonstrated with my successful joint appointments with advisors, which includes implementing estate planning and trust solutions for Mass Affluent to HNW Individuals. These clients included listed companies’ owners and family businesses owners.

Through my exclusive financial advisory sales training programme, I equip advisors with 16 proven sales techniques designed to simplify complex financial planning and estate planning conversations for clients. I help advisors to strengthen their client relationships, boost their sales conversion rates and achieve leapfrogging sales success.

“She’s a goal-getter who approaches everything with passion and determination. Eliss shares knowledge with humility and generosity, earning deep respect within the industry.”

– Ang Kok Chin, Financial Advisory Director

My Mission

Whether you are an advisor starting out or a top producer aiming higher, my mission is simple: to help you connect authentically, present confidently, and achieve extraordinary results.

Join me at my training classes and master the 16 techniques every advisor needs.

You may also invite me as a speaker for corporate lunch time talks and exclusive talks for your clients. I also do joint appointments with financial advisors to assist their clients with estate planning (Wills and Trust solutions with Insurance offerings).

Enhanced Sales Advisory Techniques (E-SAT)

The Enhanced Sales Advisory Techniques (E-SAT) is a 1.5 days practical sales course for financial advisors to learn and practise Eliss’s 16 sales techniques. These sales techniques are used during appointments to engage the client, create referrals, close bigger cases. The techniques help advisors to have structured complex discussions with the clients, leading to comprehensive solutions as well as major case sizes.

In this sales course, participants will learn how to weave images, concepts, stories, data together with essential elements in each area. Participants will learn the importance of sales vocabulary and clarity of thoughts in their presentation.

With these techniques, participants can even achieve referrals from prospects before closing these prospects. They can also build up bigger case sizes with in-depth estate planning techniques. They will also be able to guide clients to make more complex decisions effectively and efficiently.

This course is available on bi-monthly basis or on demand (for exclusive team training) with a minimum class size of 12. The fee for the course is at a $1200 per participant.

Download Class Brochure

You may also register for a free preview here.

The ELISS Method

Engaged

Interactive and dynamic learning

Learning

Practical skills you can apply immediately

Intuitive

Natural, authentic approaches that build trust

Sales

16 proven techniques to boost persuasion and conversions

System

A repeatable, easy to duplicate, step-by-step framework for long-term success

Explore the Program

Key Benefits

What Others Say

She’s a walking encyclopedia who can simplify complex estate planning cases, making them easy and interesting. She brings innovative ideas that empower clients and advisors alike.

Eliss has a gift for guiding and inspiring advisers to raise their standards and serve clients with excellence. I would highly recommend her to anyone seeking both expertise and genuine mentorship in the area of estate planning.

Eliss has always brought both strategic insight and heartfelt conviction to her work. She understands that estate planning isn’t just about documents—it’s about legacy, relationships, and clarity for the next generation.

Her willingness to assist her peers knows no bounds, as she goes above and beyond to support them unconditionally. Her generosity in sharing knowledge and lending a helping hand has undoubtedly made a significant impact on the team's success and cohesion.

Within our ideas sharing and queries chatgroup, her answers are always sharp and precise. She helps us understand the concepts clearly AND then show us how to explain to the clients.

Your presence at Precepts, sharing your knowledge and experience is truly appreciated! Always listening to your generous sharings when you come into the room during our course!

Why Work With Me

Let’s Connect!

Whether you’re a financial advisory team seeking to sharpen your sales edge or a professional looking to build confidence in estate planning conversations, I’m here to help you succeed.

Join my sales training and master the 16 essential techniques that will elevate your career, your client relationships, and your results.

Connect. Convince. Close with Confidence.

Empowering Advisors to Sellwith Purpose