FOR FINANCIAL CONSULTANTS WHO REFUSE TO BE AVERAGE

The Training System Behind Every Top-Performing FC.

Whatever stage of your career you're at — new to the industry, mid-career and stuck on a plateau, or scaling a team — Xccelerate Academy trains financial consultants to out-prospect, out-close, and out-earn the market with repeatable systems, not luck.

See The ProgramsBook A Call
Consultants We've Coached Come From
Partner FirmAIA Financial Advisers
Partner FirmGreat Eastern Financial Advisers
Partner FirmAWMG
18+ yrs
Training Experience
2000+
Consultants Trained
3× ↑
Productivity Growth

The FC is the hero. The system is the edge.

Every other training program is selling you a shortcut that skips you. We build the opposite: consultants who move faster, sell smarter, and scale their book on repeatable systems — without losing the human edge that actually closes deals. It doesn't matter what stage you're at or which company you're with — if you're a financial consultant ready for a breakthrough, this is built for you.

Mindset First

The referral fear, the discovery-call hesitation, the plateau — we rebuild the operating system before we touch the tactics.

Repeatable Systems

Referral frameworks, discovery scripts, and growth playbooks that don't rely on talent or luck — they rely on process.

Leverage, Not Hustle

Prospecting, follow-up, and content — systemized where it should be, human where it matters. Built to scale without burning you out.

RESULTS FROM THE PROGRAM

Measurable outcomes from consultants applying our systems.

90%

of consultants who use our method achieved growth.

85%

of those who apply our teaching see results within 2 months.

75%

consistently find themselves in quality appointments.

"My FYC has grown by $100k, and referral introductions now happen in the majority of my appointments."

WW
Wilfred Wong
Executive Director, TOT Qualifier · AWMG
MDRT 2018–19 · COT 2020–23 · TOT 2024–26

"I achieved my fastest ever MDRT in 1.5 months and received more passive referrals."

JC
Jayden Chong
Associate Director
MDRT 2023–24 · COT 2025 · TOT 2026

"I am constantly introduced to people I want to work with."

LC
Ling Chun Wei
Financial Consultant
Lifetime Qualifying MDRT · COT 2018–22 · TOT 2023–25
THE TRAINING SYSTEM

One flagship. A growing roster of sessions.

Start Here If

You're building your foundation, restarting your pipeline every year, or want the full system — mindset, referrals, discovery, and growth — in one structured track.

↓ Signature Program
Start Here If

You already have the fundamentals down and just need to fix one specific leak — referrals, discovery conversion, or follow-up — fast.

↓ Portfolio Optimization Workshop
Flagship · Ongoing

Signature Program

Full transformation · Multi-module · Group + 1-on-1

The complete rebuild — from mindset to pipeline to close. Five core modules plus a live Optimisation Workshop, a two-day intensive, and specialist webinars, all stacked into one system.

  • 5 core training modules covering mindset, referrals, discovery, and growth
  • Two-day in-person intensive workshop
  • Specialist webinars with subject-matter experts
  • Optimisation Workshop to pressure-test your pipeline
  • Access to the X Tribe community
Apply For SignatureFull details & pricing →

Short-Format Sessions

Half-day and full-day sessions built to fix one part of your sales system fast. New sessions are added regularly — this is a rolling lineup, not a fixed set.

Focused
Half-Day Session

Portfolio Optimization Workshop

Targeted upgrade · Fast application

Already have the fundamentals? This is the tune-up — a focused session to fix the specific leak in your pipeline, whether it's referrals, discovery conversion, or follow-up discipline.

  • Diagnostic audit of your current pipeline and conversion points
  • Targeted modules matched to your biggest bottleneck
  • Systemized prospecting and follow-up setup
  • Direct coaching on execution, not just theory
  • Fast-track re-entry to Signature Program alumni pricing
Apply For Portfolio OptimizationFull details & pricing →
Community Follow-Up
For X Tribe Members

Estate Planning · Upmarket · Investments

Included with membership · Ongoing

Training doesn't end at graduation. Every Xccelerate alumnus gets three dedicated follow-up sessions inside X Tribe to keep momentum on their book — see details below.

  • Estate Planning — deepen high-trust, high-stakes conversations
  • Upmarket Workshop — position and sell to a higher-net-worth client
  • Investments — build technical fluency for investment-linked conversations
See What's Included →
PRACTITIONER-LED, NOT THEORY-LED

Led by practitioners. Built on real fieldwork.

Every framework taught here was built and tested on the floor. Together, Shayne, Zachary, and Mike lead a team of 100 consultants that closed $23M in production in 2025 — with more than 73% MDRT, COT, and TOT qualified.

Shayne Teo

Shayne Teo

Lead Trainer · Portfolio Optimization Workshop

With 16 years in the financial advisory industry, Shayne heads sales for one of the top-producing teams at a leading FA and is a COT qualifier himself. Every framework he teaches has been stress-tested on the floor, not in a classroom.

  • Head of Sales for a top-producing team
  • 16 years in the industry
  • COT Qualifier
See the Portfolio Optimization Workshop →
Zachary Khoo

Zachary Khoo

Trainer · Signature Program

With 14 years in the financial advisory industry and a double round MDRT qualifier, Zachary brings a sharp, systems-driven approach to the Signature Program — built on frameworks he uses in his own practice, not borrowed theory.

  • 14 years in the industry
  • Double Round MDRT Qualifier
See the Signature Program →
Mike Li

Mike Li

Trainer · Xccelerate Programs

With 8 years of experience in financial services, Mike specializes in training and performance coaching — strengthening the fundamentals that drive long-term results and ensuring consultants build the right habits, structure, and execution early.

  • MDRT Qualifier
  • Focus on foundational performance coaching
  • Part of a mentoring team of 100+ advisors
WHAT ADVISORS ARE SAYING

Tailored, practical, action-driven.

"Xccelerate took 2-3 meet-ups with myself and my consultants before the actual course began — to understand our process and tailor-make the syllabus and content. It is very amazing and impressive!"

Wilfred Wong
Executive Director, TOT Qualifier · AWMG

"I learned to know my worth, classify clients using the wallet share model, and be intentional — from referral seeding to understanding my ideal client profile."

Cheng Yi
AIAFA

"Xccelerate refined my self-positioning with a new corporate deck that clearly communicates my value and plants referral seeds. The action-driven sessions gave me immediate steps to improve communication."

KJ Tay
Centurion Qualifier · AIAFA

"Each session offered refreshing perspectives on how to conduct appointments, attract new clients, and generate more referrals. Xccelerate helped me correct my mindset — to see appointments through a sustainable, growth-oriented lens."

Glen
MDRT Qualifier · Great Eastern FA

"Xccelerate taught me to run advisory as a value-driven business with clear client expectations and a repeatable process — reducing burnout and improving results. The mentorship gave me clarity, confidence, and systems I could implement immediately."

You Yi
COT Qualifier · AIAFA

"Xccelerate's methodical and practical ideas gave me clarity and structure to execute effectively. Sharp, tailored insights helped me uncover blind spots and strengthen my overall approach as an advisor."

Alvin Neo
Centurion Qualifier · AIAFA

Welcome to X Tribe

Every consultant who trains with Xccelerate joins X Tribe — a standing community of FCs who trade real deals, real objections, and real wins. Training ends. The Tribe doesn't. To keep your momentum after the program, every member gets access to three dedicated follow-up sessions:

01

Estate Planning

Go deeper on the high-trust, high-stakes conversations that estate planning demands — and turn them into stronger client relationships.

02

Upmarket Workshop

Learn to position yourself and sell confidently to a higher-net-worth client segment as your book matures.

03

Investments

Build the technical fluency to hold investment-linked conversations with authority, not hesitation.

Stop training like it's 2015.

Tell us where your pipeline is stuck. We'll tell you which program fixes it.

Book A Call — WhatsApp Us