
Industry Specific Solutions
Financial
Advisers
Being a financial adviser can be incredibly fulfilling. However, managing the many facets of the business is not that simple. With the LOOP team supporting your marketing – you can leave the heavy lifting to us and focus on your business.

LOOP Personal Newsletters
For the individual adviser who wants to stay engaged with contacts, generate inboiund leads and referrals the monthly personal newsletter is a must have. Get started from as low as SGD 19.90 per month.

Lead Generation Programs
Prospecting is an integral part of the advisers’ workflow. The LOOP team takes the pain out of prospecting and generates inbound appointments for you that automagically show up in your calendar. Start from as low as SGD 15 per lead.

Curious to see how you and your team stack up against the competition?
Check out the results of this independent study.
LOOP STORIES
Lydia Nah
Financial Adviser
Meet Lydia, a financial adviser who has been a LOOP subscriber for the past three years.
LOOP STORIES
Mike Yuen
Financial Adviser

LOOP Stories – Mike Yuen | Financial Adviser
Mike is a Financial adviser who’s qualified for MDRT for 7 years running and here’s what he’s saying about LOOP
How has LOOP helped you in your business?
LOOP has helped me to keep in touch with my clients. My clients are regularly reminded that I’m still active in the business. They would reply to my emails or WhatsApp me after the emails are sent out.
Did you have any doubts when you first started?
I have no doubts to start because I believe in using technology to increase productivity.
What prompted you to start?
I was consistently looking for a partner to start sending emails to my contacts. I have attended similar sessions where they tried to teach us about email marketing but I needed to think of the topics. I also had to remind myself to adhere to my timeline so that I can send my emails consistently.
When the LOOP team mentioned that they would do all of that for me, it’s like my prayers were answered.
How do you like working with LOOP team?
The LOOP team is very organised in the timeline, reminders, and they have many ideas that help me on the topics for the various months.
What would you say to someone who’s thinking if he/she should embark on LOOP?
Increase productivity with a click of the send button. What are you waiting for?
Want to achieve the same kind of results as Mike? Setup a call with us or chat with us now