YOU’VE ACHIEVED MDRT. WHAT’S STOPPING YOU FROM COT?

Ready to Make the Leap from MDRT to COT?

Is it really that tough or you just have not found the right formula? Uncover what’s holding you back and take the next step towards COT.

You’ve already proven you can achieve MDRT.
The question is: what’s stopping you from reaching COT?

You don’t need more motivation. You need clarity.

Uncover the blind spots, habits, systems and strategies holding you back, and discover the right formula to break through to COT.

Why Most MDRTs Never Become COTs

You’ve proven you can produce. You know how to prospect, sell and perform. So why does the leap from MDRT to COT still feel so difficult?

The biggest obstacle isn’t your market, your clients or the economy.
It’s the blind spots, habits and systems holding you back.
Working harder won’t get you to COT. Working smarter will.

Hidden Blind Spots Limit Your Growth

You may be repeating behaviours that once helped you succeed but are now preventing you from reaching your next level.

Productivity Leaks Waste Valuable Time

Your calendar is full and you’re constantly working but too much time is spent on activities that don’t move production.

Client Acquisition Remains Inconsistent

Some months are exceptional. Others depend on referrals, timing or opportunities appearing at just the right moment.

You’re Closing Too Many Small Cases

You’re closing business but not enough of the bigger, higher-value cases required to reach COT efficiently.

THE MDRT-TO-COT SHIFT

What Got You to MDRT Won’t Necessarily Get You to COT

Reaching MDRT proves you can perform. Reaching COT consistently requires you to perform differently. Master the systems, habits, skills and mindset shifts that make higher performance repeatable.

Identify the Blind Spots Holding You Back

Uncover the behaviours, assumptions and productivity leaks quietly restricting your growth.

Build Systems for Sustainable Growth

Create stronger systems for prospecting, pipeline management and execution to make performance more predictable.

Close Bigger Cases With Fewer Appointments

Improve your conversations, positioning and conversion to secure higher-value opportunities more efficiently.

Develop a Future-Proof Success Mindset

Build the mindset and adaptability to keep evolving and sustain high performance for years to come.

Lusi Group’s Winning Formula

Personalised Diagnostic

One-to-one diagnostic sessions tailored to each individual to identify strengths, weaknesses, hidden talents, blind spots, motivators, and core skill sets. Immediate, practical guidance is provided to address root causes of recurring challenges and build sustainable skills.

Experiential Learning

Courses are grounded in real-life experience and refined through extensive testing. Trainers quickly identify blind spots and provide actionable solutions, while students practise through hands-on activities and challenges that push them beyond their comfort zones for immediate results.

Life-long Mentorship

Each student is assigned a personal mentor from the start to guide, monitor progress, replace unproductive habits with effective ones, and continuously challenge them to achieve higher personal and professional goals.

Join Sales Professionals Who Have Transformed Their Results with Proven Systems & Strategies

Shortlisted candidates, after an initial screening call, will receive a
45-minute Blind Spots Assessment Coaching Session (worth $1,999) conducted by a qualified Lusi Group Coach.

This personalised session includes:

1. Soft Skills Index Assessment

A clear evaluation of your behavioural competencies and people-related capabilities.

2. Identification of Personality-Based Blind Spots

Pinpointing the hidden traits or patterns that may be contributing to recurring conflicts, leadership challenges, stalled growth, or team-related issues.

3. Customised Action Plan

You’ll receive actionable steps designed to create sustainable improvements in communication, leadership, and overall performance for you or your team.

Advisor & Leader Breakthroughs

See how the right shifts helped Advisors and Leaders unlock their next breakthrough.

Success Stories

Real Results From Our Graduates

Join hundreds of Lusi Group graduates who’ve accelerated their growth through our proven system.

I started my journey of personal growth with Lusi Group as a rookie in a bank.

Through applying everything I learnt with them “to the T”, I became the top producer in my organization.

Coach Lusi thought me this important wisdom “Nothing is Impossible”, and that helped me achieve my career record of clearing TOT under 14 days!

Thank you Lusi Group!

Camie

Manulife Financial Advisors

I have achieved my first TOT in 2024! Thank you Lusi Group!

Lusi Group has taught me the importance of knowing how to “做人” (be a good person) before “做事” (doing tasks), through effective communication practices like IBCT and SAPT. These skills helped me build stronger relationships with my team and clients.

Additionally, Lusi Group has encouraged me to be more courageous. Initially, I chose complacency to avoid stress and the fear of failure, staying in my comfort zone.

However, within just a year in the LG community, I’ve found a strong support platform for learning, challenging myself, and sharing experiences. Everyone here embraces a growth mentality which to me is very important.

Carolina

Singlife Financial Advisors

Before LG training, I would think ‘why do all the unfortunate events happen to me all at once’ and how am I actually able to handle them?’

After LG training, I handled any crisis I encountered with grace and a smile. I was able to turn them into stepping stones/ opportunities towards my growth.

Coach Lusi also taught me important leadership wisdom – 肯扛，扛得起，扛到底.

Because of this and applying the skills from LG training, I achieved my first COT in 2024.

Yan Xiang

AIAFA

Lusi Group training helped me cultivate habits which helped so much with raising productivity.

First habit is the framework to qualify my leads – 6AFF. This really helped me to determine whether I should have an actual face to face appointment. If yes, I will know exactly what are the areas to focus at. This saved me a lot of time and advance my closing ratio.

Second habit is always challenge my own self limiting beliefs. In the past, I thought that to give good advice, I must give my clients thick stack of financial planning reports. However, I discovered that I can give even better advice without these thick reports.

All these positive changes transformed my results from 1 MDRT in 12 years, to consecutive 5 years COT. In 2024, I achieved my first TOT qualification!

Wilfred

Finance Alliance

Before I join Lusi Group training, my goal was to clear enough FYC to promote to Senior Director next year (40k). Furthermore I cleared my MDRT in 2021, 2022 and in 2023 I fell short because I settled.

To the rest of my peers, I’m “doing well” so I started to stay comfortable at where I am.

Along the journey through the trainings, I must say that I’ve seen further (big picture) and have a better idea of what kind of leader I would want to be. And today my FYC has crossed 60k thanks to the encouragement and push from Lusi Group.

My team production will exceed $1.5 million. Thank you Coach Lusi and Lusi Group team of coaches!

Caleb