Tpc intro

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Tpc intro

  1. 1. Time To Change - Become a world class Financial Planner - Learn the Art & Science of delivering Financial Planning Services
  2. 2. Agenda – Introduction to Transcend Partner Channel <ul><li>Introduction </li></ul><ul><li>Objective of the Business Partner Channel </li></ul><ul><li>Purpose of Business Partner Channel </li></ul><ul><li>Overview - Partner Model </li></ul><ul><li>Overview – Process </li></ul><ul><li>Good Business Strategy </li></ul>
  3. 3. Introduction… Questions to consider… Why are you in this business? What have you been doing so far? What do you expect to do in years to come?
  4. 4. Objective of the Business Partner Channel Revenue Transcend Skills & Mentoring Career / Enhancement Partner Unity & Community
  5. 5. Purpose of this Business Partner Channel <ul><li>Business </li></ul><ul><li>Charging fees </li></ul><ul><li>Implementation logistics </li></ul><ul><li>Protecting client attrition </li></ul><ul><li>Branding </li></ul><ul><li>Skill </li></ul><ul><li>Marketing / Prospecting </li></ul><ul><li>Making a Financial Plan </li></ul><ul><li>Doing Reviews </li></ul><ul><li>Fund Management / Implementation </li></ul><ul><li>Industry </li></ul><ul><li>Competition from counterparts </li></ul><ul><li>Large companies coming in </li></ul><ul><li>Support </li></ul><ul><li>Software </li></ul><ul><li>Technology </li></ul><ul><li>Website </li></ul><ul><li>Community </li></ul><ul><li>Infrastructure </li></ul><ul><li>Office Space </li></ul><ul><li>Staff </li></ul><ul><li>Regulatory </li></ul><ul><li>??? </li></ul><ul><li>? </li></ul><ul><li>? </li></ul>Can help Cannot!
  6. 6. Overview - Partner Model
  7. 7. Overview - Process <ul><li>Marketing (Prospecting) </li></ul><ul><ul><li>Consulting - Establishing & Defining Client-Planner Relationship </li></ul></ul><ul><ul><li>Primary Analysis of client data – As is where is – Calling for all data </li></ul></ul><ul><ul><li>Business Model – Service, Value, Process & Pricing </li></ul></ul><ul><ul><li>Collect payment & Purchase ePlan </li></ul></ul><ul><li>Planning </li></ul><ul><ul><li>Data Collation & Input </li></ul></ul><ul><ul><li>Solution Building – Assumptions, Analysis, Evaluation </li></ul></ul><ul><ul><li>Simulations – Knowledge sharing, Skill building, Plan optimisation </li></ul></ul><ul><ul><li>Customisation – Inputs, recommendations, use of comments </li></ul></ul><ul><ul><li>Plan Generation (with assistance) </li></ul></ul><ul><li>Implementation </li></ul><ul><ul><li>Identify product solutions & implement plan </li></ul></ul><ul><li>Relationship </li></ul><ul><ul><li>As close or as far </li></ul></ul><ul><ul><li>As long or as short </li></ul></ul><ul><ul><li>Independent Identities </li></ul></ul>Green – Process Steps Blue – What you do Brown – What we do Black - Information
  8. 8. A good business strategy? Packaging Process Skills Knowledge ME Career Pricing Technology Mentoring
  9. 9. Get in Touch Transcend Consulting (I) Pvt. Ltd. 604 Raheja Centre, 6th Floor, Nariman Point, Mumbai 400021. Tel.: +91 – 22 – 40024043 / 44 / 45. Email: [email_address] Website: www.transcend-india.com

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