Dream Client Systems

Our Agency Works In Partnership Agreements ONLY

A Tailored Marketing Strategy

For Insurance Brokerages &

Financial Advisory Firms

“If you know the enemy and know yourself, you need not fear the

result of a hundred battles." - Sun Tzu

In other words... understand your dream clients problem,

and know your value, and you will build a successful AGA

How It Benefits You

STAGE 1

Tell Us Your Dream Client ...

Figure out exactly who your dream client is and what problems they are facing.
Is it high taxes? Estate? No income during retirement.

Or they have a thorn in the side they didn't even know they had.

Our team has a deep understand of the problems some of your clients face.

Doctors with a tax issue for their clinic. Remote programmers

with no insurance coverage.

STAGE 2

Craft A Unique Dream Offer

Once you understand your dream client and it is a problem that YOU can solve.
Let's craft a unique message that only your brand can offer.

With today's AI, everyone can create ads, so you need to create something

unique to yourself. So that no one can copy you!

(Hint: It comes from your current clients)

STAGE 3

We Build You A Dream Client System

Once ads are out, we need a follow up system that keeps the clients warm at every stage. Maybe it's a returning client, or someone new to the insurance world.

They key is to give your client a luxury experience that your AGA can solve.

STAGE 4

Our Trained Appointment Setters Manage For You

Our team of vetted VAs will call the leads and book an appointment.

They will also ensure the leads show up to the call via a confirmation/follow up system.

Our expectation is an 80% show up rate to all FIRST appointments.

STAGE 5

YOU Close The Dream Client

The rest is on you! Our team works with a number of

Top Of The Table (TOT) advisor, AGAs as well as MGAs. See below!

TRACK YOUR PERFORMANCE! (AGA/MGA Clients Only)

We Use Hyros To Track Your FYC!

How Is Your Team Doing

Do you know if your ads or systems are giving you a positive ROI?

Do you know the closing rate of each advisor?

Get specific tracking so you know EXACTLY what to adjust and
high level decisions to make.

Is your ad spend at least $1 = 3 FYC?

Great! So How Do We Work Together?

I Only Work On A Partnership Agreement

We Focus On Making You Profitable, Then We Get Paid.

Because it is on a partnership agreement, we have strict requirements.

Extras & Bonuses

Get Other TOT, AGA, MGA Owners To Help you

We understand that growing your own AGA is overwhelming!

Or becoming TOT seems impossible. In addition to our system,

we can connect you with other super advisors that can speak with you.

Some wish to help other AGA's grow through share holder deals.

This is not what we specialize in, we just have the potential network to

help make this connection.

Our Minimum Requirements

So Who Is this For?

You are an advisory team with the leader is a minimum MDRT or very close to it.

You are an AGA or wish to build an AGA Team

You have a specific niche you wish to go for, you are not just an
insurance broker selling a few simple policies.

You understand the basics of sales and basic business operations.

We work with advisors who speak to other business owners in
order to create, corporate insurance plans, different types of trusts,
freezing estate and buy sell agreements.

You understand which one to use in what situation. You should be partnering
with a lawyer and an accountant if your firm doesn't specifically cover these.

How Do I know You Can Do What You Say?

Who We Work With

Thomas C Chan (TOT Advisor)

Thomas Chan, founder of C.C.K. Financial
is a 2 time Top Of The Table MDRT Advisor.

When we first started working he just hit his first MDRT. In order to break the boundaries he wanted to get his online reputation going.

We hit TOT the year after. We have now
hit TOT yet again in 2024,

Thomas has a team of 3 advisors who
specialize in working with software engineers.
He himself specailizes in corporate cases.

Grand Tag (MGA, CFP Team)

Working with Tim Lau, founder of multiple insurance brokers with over 600 advisors

within his organizations.

Dream Client Systems focuses on helping his top elite advisors get high net-worth doctors and dentists who own an clinic.

Our focus is getting appointments and verifying

the leads to bring them to events organized by

GT Wealth.

KENNETH LAM (MDRT)

A top MDRT Advisor And Founder of the KLam Financial Group. With over a decade of experience, he focuses on working with Physiotherapist, RMT, Chiropractors and Pharmacists.

He provide corporate tax planning as well as personal tax planning services for these businesses.

Anonymous Advisor (TOT, CFP)

Not every client wishes to be named. This ToT Advisor is the founder of a small MGA with roughly 30 advisors. They specialize in working with families, closing mainly the IRP concept as well as leverage.

They enjoy the casual referral method of working, and building strong relationships with thier clients.

Denise Mai

A Top 1% realtor working at EXP. Denise

with her team of 8 realtors dominate the

marketing using videos, beautiful staging

and strong marketing tactics.

She specializes in seeking out strong buyers

in this tough market.

Exponetial Realty

Steven takes a unique approach when it comes to real estate. They focus on using data, predictions and checks to make sure the buyer is NOT overbidding and making a wise decision

Have A Specialized Way Of Closing?

Want to Run Exclusive Events to close clients? We got your back!

Want to Attract 50 business owners to a single event like What we did for Thomas - How To Beat The Tax Man?

Or 20 registered doctors or dentists to an invite only conference. Each with a minimum revenue of 500k?

Let us make that happen for you!

Want To Speak At Business Events?

Today Businesses want specialists to come in and teach their employees

how to reduce taxes, invest wisely, and how to beat inflation. Business want to keep

their employees, want them to do well financially, and that aligns with your expertise.

24/7 Chat Support

Our team works a variety of hours from all over the globe,

get tech support from our team.

Your Support TEAM

Benjamin Swee

Founder

Founder of Dream Client Systems.

Your marketing strategist who has supported 5 TOT Advisors and their teams.

Andreas Budiman

VA Manager

8 years in sales specialized in outbound

3M+ revenue in less than 3 years with pure outbound strategy specialized in appointment setting, Follow up, pipeline, and reactivation sales

Joel Mark Harris

Head Copywriter

Copywriter & Ghost writer of over 20 books.

Helps ghost write books for clients as well

as some of the landing pages and ads.

Jay

Course Creator

Specializing in outbound strategy and VA-led appointment setting, I bring over 7 years of experience, generating $3M+ in sales within

2 years at a Fortune 500 company and working

with assets exceeding $78M.

Jay's expertise lies in efficiently qualifying

high-quality leads, optimizing conversion rates through strategic outbound campaigns, and managing VAs for appointment setting.

Araiza

Graphics Artist

Araiza is our graphics expert when it comes to creating ads. She has an excellent eye when it comes to creating attractive ads, on brand,

Her keen eye allows us to create ads

better than AI, and are attention drawing.

Oliwer

Video Editor

Oliwer is an expert when it comes to the creation of attractive Tik Tok, Facebook, and YouTube ads.

He knows how to capture attention in a world where attention is very limited

Special Partnership With

FAQS

Can you work with businesses of all sizes and industries?

Absolutely. We take pride in our versatility and adaptability. Whether you're a small startup, a mid-sized company, or a large enterprise, our services are designed to be scalable and customized to meet your specific needs. Moreover, we have experience working across a wide range of industries, from tech and healthcare to retail and finance. Our diverse portfolio attests to our ability to tailor strategies that resonate with your target audience, regardless of your industry. We believe that effective marketing is about understanding your unique brand and your audience, and that principle applies universally.

Get In Touch

1055 W Georgia St suite 2100, Vancouver, BC V6E 0B6, Canada