Adopt DOME management approach to benefit new entrants or existing financial services professionals in serving their clientele base in our independent financial advisory services platform.

1. DOME Management Approach
Proven System for iFA Representative1

2. Think Independent
• What is an iFA & iFA Rep
• What belief system do we have installed for our
clientele base
• DOME FP System
• A good head start
• Project 100
• Simple & Focus-Driven Selling
• How to sustain
• Activity Based System (ABS)
• iFA è programmingć
• FA Support & Training (FAST In-house System)
• Auto-piloting
• Chart out your personalized path
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3. Be the same,
but Do Things Differently
• Values Proposition
• Clarity
• Balance
• Focus
• Confidence
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4. Training
• Monthly Sales Meeting
• Monthly Wealth Management Forum
• Financial Consultant Program
• G-60 program
• Weekly 1-1 Coaching
• Skill-based sharing session
• Internalize DOME Management
• iFA è programming by 7CAPITAListć
• Conceptualized The FA Modelling
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5. Define DOME
• 4 Step Approach
• Diagnosis
• SWOT
• Objective
• SMART
• Method
• HEARD
• Evaluation
• WYSIWYG 5

6. How you are going to be trained?
• 1-1
• Group
• Company
• Hands-on, Hands-on, Hands-on!
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7. Can you fit the Bill?
• Qualification
• Mindset
• Knowledge
• Attitude
• Skill
• Habit
• Productivity
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8. DOME Management Approach
Proven System for iFA Representative
Thank You
Contact Chew Hock Beng @ +65 93897195
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