About linvest services

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Overview of Linvest Services

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  • Shima: areas of expertise, highlight other areas. Sales, customer servicing, secretarial & office admin.
  • Constant self-development
  • About linvest services

    1. 1. www.linvestservices.com<br />Touching Lives Financially<br />Contact: Hp: 0172973211<br />Skype: Linvest Linnet<br />Email: linvest22@gmail.com<br />Facebook: Linvest Services<br />Website: www.linvestservices.com<br />
    2. 2. Philosophy<br />Linvest Services belief :<br />Financial-savvy clients<br />Mutually beneficial transactions<br />Competent financial intermediaries<br />Excellent financial Institution<br />Outstanding companies<br />Competent employees<br />Right products/ services<br />Excellent management, systems & processes<br /><ul><li>Clients meet their needs with appropriate products & services
    3. 3. Financial intermediaries gain satisfied long-term clients & commission
    4. 4. Employees have job satisfaction and security
    5. 5. Companies enjoy continual business growth</li></ul>www.linvestservices.com<br />2<br />Touching Lives Financially<br />
    6. 6. About Linvest Services<br /><ul><li>Started in 2004 as a commissioned-based estate planning business.
    7. 7. Complementary services in unit trust, insurance, & financial planning.
    8. 8. Today it has evolved into a workshop & business service provider.
    9. 9. Focus to enhance the service, quality & structure of financial intermediaries and small businesses.
    10. 10. Create better public & employees financial awareness.
    11. 11. Enhance the skills of sales & administrative personnel .</li></ul>www.linvestservices.com<br />Touching Lives Financially<br />3<br />
    12. 12. www.linvestservices.com<br />Engagements & Talks<br />PUBLIC FINANCIAL EDUCATION THROUGH: <br /><ul><li>media appearances in Astro (Awani, Pagi & Agenda) & Bernama (Konsumer 1)
    13. 13. Financial Planning Association Malaysia financial advisory booth for HP Global Wellness Event.</li></ul>TALKS:<br /><ul><li>‘Building for Growth’, Rockwills Leaders’ Luncheon
    14. 14. ‘Children are our Future’, Etiqa insurance & takaful agents
    15. 15. ‘Power of Endowment’, Etiqa insurance & takaful agents
    16. 16. ‘Quantum Leap your Franchise Business’, Rockwills estate planners
    17. 17. ‘Surviving Economic Crisis & Continue Earning’, MAAKL Unit Trust
    18. 18. ‘Fufilling Business in Financial Planning’, KMDC
    19. 19. ‘Understanding Estate Planning’, ePower Success Club</li></ul>Touching Lives Financially<br />4<br />
    20. 20. www.linvestservices.com<br />Previous Programmes<br />WORKSHOPS & COACHING:<br /><ul><li>Fradulent Encashment of TravellersCheques, MBB & HSBC bank staff
    21. 21. Product & Selling Skills for Hand & Hair Dryers to TEE Sales Engineers
    22. 22. Business Frontier Workshops, CWA Agency Force
    23. 23. Adopting Orphaned Clients, CWA FCC
    24. 24. The Power of IPS, CWA FCC
    25. 25. The Super Part-Timer, CWA Agency Groups
    26. 26. Turning Dreams to Reality, CWA Agency Groups
    27. 27. The Ultimate Full-Timer, CWA Agency Groups
    28. 28. Asset Allocation for Life, One Stop Wealth Advisors
    29. 29. Weekly group sales coaching, OSWS Group (on-going)
    30. 30. Powering your EP Business, Rockwills estate planners
    31. 31. My Personal Finances for Agents, Etiqa Insurance and Takaful
    32. 32. Smart Sales Strategies, Open Workshop for Infotrek
    33. 33. Selling Skills for Non-Sales Professionals, MDP Kota Bharu (September 2011)</li></ul>Touching Lives Financially<br />5<br />
    34. 34. www.linvestservices.com<br />linnetlee<br />Independent Workshop Facilitator<br />Registered trainer, PSBM<br />PROFILE<br />Companies worked for:<br /><ul><li>CH Williams Talhar & Wong
    35. 35. Thomas Cook TravellersCheque
    36. 36. Bristol-Myers Squibb SdnBhd
    37. 37. Tamco Electrical & Electronics SdnBhd
    38. 38. Public Mutual Berhad
    39. 39. CIMB Wealth Advisors Berhad
    40. 40. Diploma in Secretaryship, MIM
    41. 41. Diploma in Business & Management, SIHE
    42. 42. Federation of Investment Managers Malaysia
    43. 43. Conventional & Islamic Estate Planning,
    44. 44. Certified Financial Planning, FPAM
    45. 45. Certified Islamic Financial Planning, FPAM & IBFIM
    46. 46. PCE & CEILLI, MII
    47. 47. Certified Speaker, Ammodago International
    48. 48. Certified NS-NLP Practitioner, ISNS</li></ul>Touching Lives Financially<br />6<br />
    49. 49. www.linvestservices.com<br />Facilitator’s Experience<br /><ul><li>7 years in secretarial & administration
    50. 50. 4 years in pharmaceutical sales, qualified for all annual incentive trips
    51. 51. 6 years in sales & marketing of ceiling fans & hand/hair dryer sales for retail & projects (turned losing business unit profitable with double digit PBIT & million ringgit turnover).
    52. 52. 5 years in unit trust, insurance & estate planning with practical experience in client-centric approach. Qualified for incentive trips in 2004 & 2005.
    53. 53. 2 years in financial planning
    54. 54. 6 years training at agency level & trainer/programme developer with unit trust companies.
    55. 55. 3 years experience as lecturer for CFP at KMDC
    56. 56. Public financial education through media appearances </li></ul>Touching Lives Financially<br />7<br />
    57. 57. www.linvestservices.com<br />AREAS OF EXPERTISE<br />Facilitator has the versatility to conduct in varying areas & industries.<br />Touching Lives Financially<br />8<br />
    58. 58. www.linvestservices.com<br />MY PASSION<br />A strong believer with passion in need-based workshop facilitation, I work towards enhancing quality of professional intermediaries & employees to meet clients’ needs. <br />Being an independent programme facilitator & group performance coach I am able to develop & impart my skills and knowledge holistically. <br />Touching Lives Financially<br />9<br />

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