Wizleap, operating "Money Career," to hold online seminar on May 28 and June 4: "Why FPs with 500 Households of Other Company Lead Experience Chose Money Career and the Practical Process Directly Leading to Results"

Wizleap Co., Ltd. (Shibuya-ku, Tokyo; Representative Director Shohei Tanigawa), which operates the financial consultation platform "Money Career" (https://money-career.com/), will hold a free online seminar for Money Career affiliated agencies, affiliated specialists, and agencies considering adoption on Thursday, May 28, 2026, and Thursday, June 4, 2026. The seminar is titled "Why FPs with 500 Households of Other Company Lead Experience Chose Money Career and the Practical Process Directly Leading to Results." ◾Wizleap to hold online seminar "Why FPs with 500 Households of Other Company Lead Experience Chose Money Career and the Practical Process Directly Leading to Results ~Concrete Steps and Role-Playing Revealed for Achieving a 93% Second Meeting Transition Rate~" In recent years, with the spread of online consultations in insurance solicitation, it has become more important than ever to "conduct high-quality interviews in a limited time." On the other hand, many recruiters and agencies struggle with securing stable customer acquisition and handling consultations that start with asset building (such as NISA). Wizleap's financial consultation platform "Money Career" streamlines customer acquisition and consultation handling separately, with Wizleap handling customer acquisition and supporting recruiters to focus on consultations. In this seminar, Mr. Horii, who has experience with 500 household consultations from 10 other lead media companies, will reveal the "winning mechanism" that allowed him to achieve early results with Money Career. The seminar will explain specific meeting designs reverse-engineered from objectives, including practical role-playing of the first meeting by an expert with a 93% second meeting transition rate. It will concretely explain the inquiry design and meeting flow that leads to a second meeting, starting from asset building consultations (NISA, etc.), with some role-playing. This content is recommended for recruiters and agencies who want to "break away from referral-centric approaches and create stable customer acquisition," "are struggling with other company leads," or "want to reliably connect to second and subsequent meetings." Dates: Thursday, May 28, 2026, 12:00-13:00 Thursday, June 4, 2026, 12:00-13:00 *Both days will cover the same content. *Held online (Zoom planned). Program: ① Why choose "Money Career"? ② Flow of the first meeting that achieves a 93% second meeting transition rate (role-playing revealed) ③ FB methods leading to life plan proposals and financial product proposals in FP consultations (role-playing revealed) Speakers: Hiroyasu Horii, General Manager, Rafter Co., Ltd. Hiromi Takeo, Money Career Business Manager, Wizleap Co., Ltd. (Facilitator) [Application URL] If you wish to participate in this seminar, please apply via the link below. Application URL: https://forms.gle/9ok4wM3zhqUcfpez9 [Money Career] A financial consultation platform that creates opportunities to think about money and resolves financial anxieties in the 100-year life era. Consultations on asset building, life plans, and insurance reviews are available. Online money seminars are also held, allowing you to study money with just a smartphone. [Money Career Insurance Ranking] Money Career Insurance Ranking is a service that allows you to compare various insurance products offered by each insurance company by genre. Prices, coverage details, and features are clearly organized, so you can quickly find the insurance that suits you (some insurance companies and products may not be displayed). Money Career Insurance Ranking: https://money-career.com/ranking [MC Market Cloud] MC Market Cloud is a case distribution system for appointment distribution companies that realizes efficient joint insurance solicitation and improved contract rates. It is equipped with overwhelming ease of use and unique expert score and analysis functions based on Money Career's know-how, which has jointly solicited with over 100 insurance agencies, simultaneously solving issues of operational efficiency and contract rates. URL: https://marketcloud.money-career.com/ [MC Expert Cloud] Improves the quality of recruiters' work and realizes AI-driven operational efficiency. The core of Money Career's work quality evaluation standards is a customer management system developed in collaboration with its recruiters, engineers, and management department. The paid version includes a reporting function that complies with work quality evaluation standards and adds AI automation functions, enabling recruiters to proceed with their work more smoothly and maximize the time spent facing customers. [Consulting Business for Financial Institutions] Operational efficiency and new business for financial institutions.