Oppörtunítìes Bëgin Here

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Oppörtunítìes Bëgin Here by Mind Map: Oppörtunítìes Bëgin Here

1. Our Contact

1.1. To Join Us?

1.2. Our Location

1.3. CHB's bloG

1.4. For financial advice?

1.5. mObile : +65 9389 7195

1.5.1. Have a chat with Chew Hock Beng

1.6. eMial

2. Why us

2.1. We C.A.R.E.

2.1.1. competence

2.1.2. attitude

2.1.3. responsible

2.1.4. expectation

2.2. We SHARE

2.2.1. Lateral communication

2.2.2. Embrace Technology

2.2.3. Friendly environment

2.2.4. conducive working environment

2.2.5. Learning Opportunities

3. The FA

3.1. Direction

3.1.1. MVG

3.1.1.1. Mission

3.1.1.2. Vision

3.1.1.3. Goal

3.2. Value Human Capital

3.3. State of Art Training

3.3.1. FCP

3.3.1.1. Basic FP Trg

3.3.1.1.1. e.g. financial numbers

3.3.1.2. Operations

3.3.1.3. Fit & Proper

3.3.1.4. Ethics

3.3.1.5. Clientele Handling

3.3.1.6. Type of services

3.3.1.6.1. Personal Financial Advisory

3.3.1.6.2. Corporate Financial Advisory

3.3.1.6.3. Private Wealth Advisory

3.3.1.6.4. Financial Alliance Islamic Wealth Advisory Services (FAiWA)

3.3.1.6.5. NorthStar™

3.3.2. G60

3.3.3. MCM

3.3.4. MWT

3.3.5. PT

3.3.5.1. Business Partners

3.3.6. Pillar of Wealth

3.3.6.1. Wealth Maintenance

3.3.6.2. Wealth Accumulation

3.3.6.3. Wealth Protection

3.3.6.4. Wealth Enhancement

3.3.6.5. Wealth Distribution

3.4. Platform

3.4.1. Business Operations System

3.4.1.1. iBOSS

3.4.1.2. Autocue

3.4.1.3. AutoSync

3.4.1.4. Doc Mgt

3.4.1.5. AQS

3.4.1.6. LPC

3.4.2. Investment Advisory Management System

3.4.2.1. FS

3.4.3. Life Insurance Advisory Management System

3.4.3.1. IPC

3.5. Opportunities

3.5.1. Business Model

3.5.1.1. Analysis

3.5.1.2. Advisory

3.5.1.3. Consultation

3.5.1.4. Product implemenattion

3.5.2. Financial Advisory Path

3.5.2.1. FC

3.5.2.2. MGR

3.5.3. Wealth Mgt Path

4. 7CAPITAList

4.1. FP Concept

4.1.1. 7CAPITAL

4.1.1.1. C

4.1.1.1.1. creation

4.1.1.2. A

4.1.1.2.1. accumulation

4.1.1.3. P

4.1.1.3.1. protection

4.1.1.4. I

4.1.1.4.1. investment

4.1.1.5. T

4.1.1.5.1. tax-effective transfer

4.1.1.6. A

4.1.1.6.1. annualised

4.1.1.7. L

4.1.1.7.1. leverage

4.2. Principles

4.2.1. DOME

4.2.1.1. Prognosis before diagnosis is malpractice!

4.2.1.1.1. SWOT

4.2.1.2. Begin with end in mind!

4.2.1.2.1. GOAL

4.2.1.3. The Pointer.The Map.The Guide

4.2.1.3.1. HEARD

4.2.1.4. Inspect what you expect!

4.2.1.4.1. WYSIWYG

4.2.2. CBFC

4.2.2.1. Clear

4.2.2.2. Balanced

4.2.2.3. Focus

4.2.2.4. Confidence

4.2.3. PIE

4.2.3.1. Premium.Protection.Profit.

4.2.3.2. Income.Insurance.Investment.

4.2.3.3. Education.Experience.Earning.

4.2.3.3.1. good ETHICS is good business

4.3. Training

4.3.1. 1-1

4.3.1.1. D.I.S.C.

4.3.1.2. TRUST Quotient

4.3.2. WSB

4.3.3. iFAce

4.3.3.1. how to get more done with better results in less time

4.3.3.2. how to find the right people to sell to

4.3.3.3. how to build a book of business in a smart way

4.3.3.4. how to sell the appointment

4.3.3.5. how to help prospects to buy

4.3.3.6. how to keep good business in the book

4.3.4. Resource info & data system