The Full-Time Part-Timer Turning your part-timers productive<br />9. Integrated Financial Services The complete financial solutions <br />8. Client Servicing ExcellenceEffective post sales client servicing for retention, up selling & cross selling<br />2. Part-Timers’ Leap of Faith Moving productive part-timers into productive full-timers<br />Financial Intermediaries Workshops<br />3. My Dreams, My Reality Internal motivation is the ultimate long-lasting self motivator, essential in your business success<br />7. My Successful Financial Business Practical aspects of adapting business concepts in running an intermediary group<br />4. Mastering Sales Success Practical applications you can apply immediately & start earning <br />6. Be a Recruitment Specialist Purpose-built workshops for different levels of intermediary groups<br />5. Quality Sales with Advisory Selling Render your competition obsolete & strengthen your position with your clients<br />www.linvestservices.com<br />2<br />Linvest Services Workshops<br />
My Financial Planning Business Planning for success<br />Financial Planners Workshops<br />3. Success in Financial Planning Approach, Acquire, Action<br />2. Winning Mindset of a Financial Planner Enhancing the mind for the business<br />www.linvestservices.com<br />3<br />Linvest Services Workshops<br />
Selling for Non-Sales Professionals Everyone can sell<br />6. Effective Document Management for Small Businesses Managing files effectively<br />2. Lifetime Sales with Need-Based Selling Keep your clients for life<br />Sales & Administration Workshops<br />5. My Personal Sales Goal Setting for Success Personal road map for optimal productivity<br />3. Quality Sales with Niche Selling The Ultimate Sales Advisor<br />4. Acquiring a Successful Sales Mindset The reality of my sales success<br />www.linvestservices.com<br />4<br />Linvest Services Workshops<br />
Programmes & Workshops (cont’d)<br />Delivery:<br /><ul><li>Highly interactive & practical with real life case studies.
Contents designed based on years of field experience & knowledge.
Ultimate objective,participants can apply what is learnt after the sessions for improved results.
Synergistic collaboration with complementary entities for impactful workshops.
Customized programmes are available upon request.
Do check our website periodically for new programmes.</li></ul>www.linvestservices.com<br />5<br />Linvest Services Workshops<br />
www.linvestservices.com<br />Engagements & Talks<br />PUBLIC FINANCIAL EDUCATION THROUGH: <br /><ul><li>media appearances in Astro (Awani, Pagi & Agenda) & Bernama (Konsumer 1)
Financial Planning Association Malaysia financial advisory booth for HP Global Wellness Event.</li></ul>TALKS:<br /><ul><li>‘Building for Growth’, Rockwills Leaders’ Luncheon
‘Children are our Future’, Etiqa insurance & takaful agents
‘Power of Endowment’, Etiqa insurance & takaful agents
‘Quantum Leap your Franchise Business’, Rockwills estate planners
‘Surviving Economic Crisis & Continue Earning’, MAAKL Unit Trust
‘Fufilling Business in Financial Planning’, KMDC