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Tpc intro Tpc intro Presentation Transcript

  • Time To Change - Become a world class Financial Planner - Learn the Art & Science of delivering Financial Planning Services
  • Agenda – Introduction to Transcend Partner Channel
    • Introduction
    • Objective of the Business Partner Channel
    • Purpose of Business Partner Channel
    • Overview - Partner Model
    • Overview – Process
    • Good Business Strategy
  • 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?
  • Objective of the Business Partner Channel Revenue Transcend Skills & Mentoring Career / Enhancement Partner Unity & Community
  • Purpose of this Business Partner Channel
    • Business
    • Charging fees
    • Implementation logistics
    • Protecting client attrition
    • Branding
    • Skill
    • Marketing / Prospecting
    • Making a Financial Plan
    • Doing Reviews
    • Fund Management / Implementation
    • Industry
    • Competition from counterparts
    • Large companies coming in
    • Support
    • Software
    • Technology
    • Website
    • Community
    • Infrastructure
    • Office Space
    • Staff
    • Regulatory
    • ???
    • ?
    • ?
    Can help Cannot!
  • Overview - Partner Model
  • Overview - Process
    • Marketing (Prospecting)
      • Consulting - Establishing & Defining Client-Planner Relationship
      • Primary Analysis of client data – As is where is – Calling for all data
      • Business Model – Service, Value, Process & Pricing
      • Collect payment & Purchase ePlan
    • Planning
      • Data Collation & Input
      • Solution Building – Assumptions, Analysis, Evaluation
      • Simulations – Knowledge sharing, Skill building, Plan optimisation
      • Customisation – Inputs, recommendations, use of comments
      • Plan Generation (with assistance)
    • Implementation
      • Identify product solutions & implement plan
    • Relationship
      • As close or as far
      • As long or as short
      • Independent Identities
    Green – Process Steps Blue – What you do Brown – What we do Black - Information
  • A good business strategy? Packaging Process Skills Knowledge ME Career Pricing Technology Mentoring
  • 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