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Why Great Vision

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For more info, visit http://www.greatvision.com.my/

For more info, visit http://www.greatvision.com.my/

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  • 1. GREAT VISION ADVISORY GROUP Why Great Vision? Disclaimer: This Slide is Strictly for Internal Use Only
  • 2. GREAT VISION ADVISORY Our Vision To be the leading organization in the financial advisory industry Our Mission To deliver refreshing financial solutions that meet our clients’ life goals To provide outstanding career opportunities for our people Disclaimer: This Slide is Strictly for Internal Use Only
  • 3. GREAT VISION ADVISORY 1. Effective Management Structure Disclaimer: This Slide is Strictly for Internal Use Only
  • 4. Board Council Executive Council Management Team Group Agency Manager Middle Manager James/ Alex/ Choo SL/ Kelvin Ng/ Andy Tang/ Edward/ William/ Andy Yap Alex/ Kelvin Ng/ Andy Tang/ William/ Andy Yap/ SK Tan/ Sammie/ Neo/ Anthony Tan/ Jack Lai All BU Heads / Asst. Bu Heads & Sub Divisional Head on Mortgage, Takaful and Unit Trust ALL GAM ALL BDM & ASM Disclaimer: This Slide is Strictly for Internal Use Only
  • 5. FUTURE BEGINS NOW. Disclaimer: This Slide is Strictly for Internal Use Only Our Team
  • 6. GREAT VISION ADVISORY 1. Effective Management Structure 2. Systematic Operation Structure Disclaimer: This Slide is Strictly for Internal Use Only
  • 7. GREAT VISION Back End Support Distribution Channel Product Innovation Disclaimer: This Slide is Strictly for Internal Use Only Marketing Development Education & Training Finance Management IT System Support Human Resource
  • 8. Back End Support Sales & Marketing Business Units Financial Services Platform Disclaimer: This Slide is Strictly for Internal Use Only GREAT VISION
  • 9. Back End Support Kelvin Andy Edward Admin & Operation Accounts / HR / IT Marketing Support Disclaimer: This Slide is Strictly for Internal Use Only
  • 10. Kelvin Admin & Operation Admin Support for both LIFE & TAKAFUL Admin Support for Unit Trust Business Client Services Division Associates Support & Management Disclaimer: This Slide is Strictly for Internal Use Only
  • 11. Andy Marketing Support Product Innovation Associate Tranining Market Exploration Annual Meeting Arrangement Media Contacts Disclaimer: This Slide is Strictly for Internal Use Only
  • 12. Edward Accounts Division Accounts, HR & IT Human Resource IT Support Disclaimer: This Slide is Strictly for Internal Use Only
  • 13. Back End Support Disclaimer: This Slide is Strictly for Internal Use Only Sales & Marketing Business Units GREAT VISION Financial Services Platform
  • 14. Life CA Kelvin Financial Services Operation Services Support Disclaimer: This Slide is Strictly for Internal Use Only Personal, Family & Business Financial Planning CA AIA Gibraltar
  • 15. Financial Services Operation Services Support Life CA UT CA Disclaimer: This Slide is Strictly for Internal Use Only Funds Solutions • Hwang Investment • Hwang PRS • AIA PRS Andy Yap
  • 16. Financial Services Operation Services Support Life CA UT CA Takaful CA SK TAN Disclaimer: This Slide is Strictly for Internal Use Only Takaful Insurance • AIA Takaful • Bumi Marketing
  • 17. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan Disclaimer: This Slide is Strictly for Internal Use Only William Bank Financial Products • MayBank • MayBank(SME) • MayBank (Singapore) • OCBC • AIA Central Ipoh Penang JB Ben Jack Steven William
  • 18. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan GI / EB Disclaimer: This Slide is Strictly for Internal Use Only GI Providers • AIA • QBE • MSIG • ETIQA • Jernih • Kurnia • Chartis • Lonpac • Tokio • Multi-P Alan Assistant: Damian EB Providers • AIA • Takaful Malaysia
  • 19. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan EB Special Task Force Disclaimer: This Slide is Strictly for Internal Use Only EB Worksite Marketing • Employee Benefit • PRS • Unit Trust • Mortgage • Life Insurance Neo Sammie GI / EB
  • 20. Financial Services Operation Services Support Life CA UT CA GI /EB Biz Advisory Disclaimer: This Slide is Strictly for Internal Use Only Takaful CA Bank Loan EB Task Force Business Advisory • Biz Succession • Personal & Family Wealth Planning • Biz Continuation • Employee Retention • Tax Planning Dato’ Chua Assistant:Darian & Dave
  • 21. Operation Services Support Private Client Services • Family Trust • Charity Trust • Financial Security Program • Asset Protection Trust • etc Financial Services Life CA UT CA GI /EB PCS / TRUST Andy Assistant: Cheah Teck Wai Disclaimer: This Slide is Strictly for Internal Use Only Takaful CA Bank Loan EB Task Force Biz Advisory
  • 22. Financial Services Operation Services Support Disclaimer: This Slide is Strictly for Internal Use Only Life CA UT CA GI /EB Marketing Performance Development, Marketing, Networking & SME Focus • SME International Forum • Investment Seminar • Wealth Management Workshop • Financial Product Innovation Andy Takaful CA Bank Loan EB Task Force Biz Advisory PCS / TRUST
  • 23. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan GI /EB EB Task Force Disclaimer: This Slide is Strictly for Internal Use Only Biz Advisory PCS / TRUST GV Excellent Achievers EAC Activities • Achievers Recognition • MDRT • COT • TOT Anthony Marketing GV EA
  • 24. Back End Support Disclaimer: This Slide is Strictly for Internal Use Only Sales & Marketing Business Units GREAT VISION Financial Services Platform
  • 25. Management Team Total 12 Branches SETIA ALAM KUALA LUMPUR IPOH KUCHING MID VALLEY SURIAN PENANG MENTAKAB PUCHONG JOHOR BAHRU PRAI SEGAMAT Disclaimer: This Slide is Strictly for Internal Use Only
  • 26. GREAT VISION ADVISORY 1. Effective Management Structure 2. Systematic Operation Structure 3. ONE Stop Financial Services Platform Disclaimer: This Slide is Strictly for Internal Use Only
  • 27. GREAT VISION ADVISORY GROUP ONE Stop Financial Services Platform LIFE TAKAFUL GI EB MORTGAGE BUSINESS ADVISORY Disclaimer: This Slide is Strictly for Internal Use Only UNIT TRUST PRS FAMILY TRUST
  • 28. GREAT VISION ADVISORY 1. Effective Management Structure 2. Systematic Operation Structure 3. ONE Stop Financial Services Platform 4. Distinctive Business Model Disclaimer: This Slide is Strictly for Internal Use Only
  • 29. GREAT VISION ADVISORY Complete CA Puzzle UT GI / EB PRS Disclaimer: This Slide is Strictly for Internal Use Only
  • 30. GREAT VISION ADVISORY 1. Effective Management Structure 2. Systematic Business Structure 3. ONE Stop Financial Services Platform 4. Distinctive Business Model 5. Great Vision Portal Disclaimer: This Slide is Strictly for Internal Use Only
  • 31. GREAT VISION Disclaimer: This Slide is Strictly for Internal Use Only
  • 32. GREAT VISION Disclaimer: This Slide is Strictly for Internal Use Only
  • 33. GREAT VISION ADVISORY 1. Effective Management Structure 2. Systematic Operation Structure 3. ONE Stop Financial Services Platform 4. Distinctive Business Model 5. Great Vision Portal 6. Sales Management System Disclaimer: This Slide is Strictly for Internal Use Only
  • 34. GREAT VISION ADVISORY Sales Management System Disclaimer: This Slide is Strictly for Internal Use Only
  • 35. GREAT VISION ADVISORY Disclaimer: This Slide is Strictly for Internal Use Only Sales Management System
  • 36. GREAT VISION ADVISORY 1. Effective Management Structure 2. Systematic Operation Structure 3. ONE Stop Financial Services Platform 4. Distinctive Business Model 5. Great Vision Portal 6. Sales Management System 7. Comprehensive Training System Disclaimer: This Slide is Strictly for Internal Use Only
  • 37. CIP iPOS Tool Concept of Life Planning & opportunity in the market. New recruits training KICK To know about the basic sales cycle, the basic concepts of Life Insurance & the approaches SEED To explore into Individual Financial Needs at different life stages & to master the skills and abilities to secure & keep clients GROW To learn on how to have cross selling opportunities on both individual & business eg., Funds, Mortgage, PRS, GI/EB, Loans. CROSS Enhance skills in Need Based Selling. Learn on Family Trust, Estate Planning, Wealth Preservation PEAK To explore into Business Financial Planning. To learn on Key Management Program, Debt cancellation, Personal & Family Wealth Planning SCORE EXAMS PCE CEILI TBE PRS UT A Mandatory Course to be attended by all new associates Managing Client via Single Needs Sharpen approaching Skills via Multiple Needs Personal & Family Financial Planning Approach Business Financial Planning Approach • Fact Finding • Financial Health Scan • Grow with your clients & beyond • To turn Customer to Clients via GV Platform • Complete cycle of Personal & Family Financial Planning Financial Life Planner CAREER Development Program • Why Change? • Why FP? • Why GV? RFP 1 Fundamentals of Financial Planning RFP 2 Risks Management & Insurance Planning Products & Technical Knowledge 7 Habits of Highly Effective People Disclaimer: This Slide is Strictly for Internal Use Only
  • 38. BAMC Examination Basic agency management course that gives overview of agency leaders’ roles & functions BAMC 3-course series which provides inputs on recruitment, development & retention of agents FLS Requirements of the agency manager’s position, its major components & how those responsibility should be carried out ELM Develop & enhance management skill in areas of planning, recruiting, selection, training & performance appraisal AMTC Enhance skills in recruiting, planning, market development, business management & productivity improvement FSM Provides leaders with background, skills & techniques necessary to manage & develop financial advisors PMW Aspiring leaders training Course to be completed before promotion to BDM GAMA’s Field Leadership Series course, to be completed after promotion to BDM GAMA’s Essentials of Leadership & Management, to be completed before promotion to GAM LIMRA’s 23- week skill-building course, to be completed after promotion to GAM LIMRA’s Field Management Seminar Series LIMRA’s Profitable Management Workshop • Finding, • Building & • Keeping the right people • Managing performance • Critical management skills • Sharpen Management Skills • Brilliant Performance • Selecting & Coaching • Role Model CIAM / CMFA Thesis Writing  Effective Coaching & Counselling Program  Junior Team Building Program  Management Team Building Program LEADERSHIP Development Program Business Development Manager (BDM) Group Agency Manager (GAM) Disclaimer: This Slide is Strictly for Internal Use Only
  • 39. GREAT VISION ADVISORY 1. Effective Management Structure 2. Systematic Operation Structure 3. ONE Stop Financial Services Platform 4. Distinctive Business Model 5. Great Vision Portal 6. Sales Management System 7. Comprehensive Training System 8. Branding & Positioning Disclaimer: This Slide is Strictly for Internal Use Only
  • 40. We created … Disclaimer: This Slide is Strictly for Internal Use Only
  • 41. GREAT VISION ADVISORY 1. Effective Management Structure 2. Systematic Operation Structure 3. ONE Stop Financial Services Platform 4. Distinctive Business Model 5. Great Vision Portal 6. Sales Management System 7. Comprehensive Training System 8. Branding & Positioning 9. Workshop & Seminar Disclaimer: This Slide is Strictly for Internal Use Only
  • 42. We created … Disclaimer: This Slide is Strictly for Internal Use Only
  • 43. 10 Years 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 NEC – Networking Platform for SME Chinese Community Disclaimer: This Slide is Strictly for Internal Use Only
  • 44. 2003 – 2012 Speaker Panel National Entrepreneurs Convention SME International Forum Disclaimer: This Slide is Strictly for Internal Use Only
  • 45. Annual Investment Seminar Co-organized with Huazong, Sin Chew Daily & Great Vision Disclaimer: This Slide is Strictly for Internal Use Only
  • 46. GREAT VISION ADVISORY 1. Effective Management Structure 2. Systematic Operation Structure 3. ONE Stop Financial Services Platform 4. Distinctive Business Model 5. Great Vision Portal 6. Sales Management System 7. Comprehensive Training System 8. Branding & Positioning 9. Workshop & Seminar 10. Nationwide Expansion Disclaimer: This Slide is Strictly for Internal Use Only
  • 47. Total 12 Branches 80 Supporting Staff / 30 Group Agency Managers / 60 Business Development Managers / 600 Business Associates Nationwide Network 宏愿理财机构– 全马布局  Prai  Ipoh Penang Klang PJ  Mentakab  Mid Valley  Kuching Surian Puchong Segamat  JB Disclaimer: This Slide is Strictly for Internal Use Only
  • 48. Thank You Disclaimer: This Slide is Strictly for Internal Use Only