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Oppörtunítìes Bëgin Here by Mind Map: Oppörtunítìes Bëgin Here
0.0 stars - reviews range from 0 to 5

Oppörtunítìes Bëgin Here

Searching for financial advisory career? We can assist you in making the right decision!

Our Contact

To Join Us?

Our direction.

Our Location

CHB's bloG

For financial advice?

mObile : +65 9389 7195

Have a chat with Chew Hock Beng

eMial

Why us

We C.A.R.E.

competence

attitude

responsible

expectation

We SHARE

Lateral communication

Embrace Technology

Friendly environment

conducive working environment

Learning Opportunities

The FA

Who are we?

Direction

MVG, Mission, Vision, Goal

Value Human Capital

State of Art Training

FCP, Basic FP Trg, e.g. financial numbers, Operations, Fit & Proper, Ethics, Clientele Handling, Type of services, Personal Financial Advisory, Corporate Financial Advisory, Private Wealth Advisory, Financial Alliance Islamic Wealth Advisory Services (FAiWA), NorthStar™

G60

MCM

MWT

PT, Business Partners

Pillar of Wealth, Wealth Maintenance, Wealth Accumulation, Wealth Protection, Wealth Enhancement, Wealth Distribution

Platform

Business Operations System, iBOSS, Autocue, AutoSync, Doc Mgt, AQS, LPC

Investment Advisory Management System, FS

Life Insurance Advisory Management System, IPC

Opportunities

Business Model, Analysis, Advisory, Consultation, Product implemenattion

Financial Advisory Path, FC, MGR

Wealth Mgt Path

7CAPITAList

Chew Hock Beng has designed, formulated & conceptualised the 7CAPITAL financial planning concepts & a few other principles to train his Finanical Consultant. This personal effort has placed him to be the key personal in his practice management.

FP Concept

7CAPITAL, C, creation, A, accumulation, P, protection, I, investment, T, tax-effective transfer, A, annualised, L, leverage

Principles

My Beliefs. My Principles. My System.

DOME, Prognosis before diagnosis is malpractice!, SWOT, strength, weakness, opportunity, threat, Begin with end in mind!, GOAL, S, M, A, R, T, The Pointer.The Map.The Guide, HEARD, "Homework", Engaged, Analysis, Recommendation, Documentation, Inspect what you expect!, WYSIWYG, Seek, Objective advice, Independence, Happy.Healthy.Wealthy., Gain, Work fulfilment, Clientele Satisfaction, Impact lives!, sUccess

CBFC, Clear, Balanced, Focus, Confidence

PIE, Premium.Protection.Profit., Income.Insurance.Investment., Education.Experience.Earning., good ETHICS is good business

Training

1-1, D.I.S.C., TRUST Quotient

WSB

iFAce, how to get more done with better results in less time, how to find the right people to sell to, how to build a book of business in a smart way, how to sell the appointment, how to help prospects to buy, how to keep good business in the book

Resource info & data system