The document provides information about the career opportunities and benefits of becoming a financial consultant with Investors Group. It highlights the entrepreneurial environment, industry-leading training, flexibility, mentorship, income potential, and support for community involvement. It also details Investors Group's leadership in the financial services industry in Canada with over $101 billion in assets under management.
The document summarizes the advantages of becoming a financial consultant with Investors Group, including an entrepreneurial environment, industry-leading training, flexibility and independence, mentorship and support, and exceptional income potential. It outlines the training, tools, and support provided to consultants, including marketing support, technology, publications, and the opportunity to advance to management roles. Consultants can build their own business and generate residual income by providing financial planning and products to clients.
The emerging changes in the wealth management spectrumDeepak Jain
The document discusses the emerging changes in the wealth management industry in India. It notes that India's strong GDP growth is making it an attractive market for wealth management firms. However, financial inclusion and literacy remains low. Most Indians would trust banks with their money. The size of the HNWI population and wealth management industry is growing rapidly in India. There is a shift from unorganized to organized wealth management sectors. Firms are focusing on building trust and providing holistic advice through qualified advisors. New certifications from organizations like the American Academy of Financial Management can help improve the skills and qualifications of advisors in India.
The document provides information on career planning and development for employees at NAB Private Wealth. It outlines a six step process for career and development planning. It then provides guidance on key responsibilities for managing performance, development, and teams. Key responsibilities for managing performance include setting clear expectations, holding performance conversations, providing feedback, and recognizing strong performance. For managing development, responsibilities include creating meaningful development plans following a 70:10:20 model and having career planning conversations. For managing teams, the document outlines adhering to policies, managing the employee experience, communicating openly, and applying flexible working policies.
JP Morgan & Chase: IT Strategy and Key Success factorsAbhiJeet Singh
JPMorgan Chase is a large U.S. banking and financial services company formed in 2000 through the merger of JPMorgan & Co. and Chase Manhattan Bank. The document discusses JPMorgan Chase's key strengths including its large capital base, strong domestic presence, and mature brand. It analyzes the company's SWOT and describes several important IT applications developed in-house like Athena, CBB, and ERTRS that support its business operations. JPMorgan Chase invests heavily in IT, developing customized solutions and pursuing automation to gain cost advantages and efficiencies.
Types of financing,
availability of loan for a business,
features of loan for a business,
ways of loan for business,
financial management,
innovative financial services
Wealth Management and Financial PlanningDeepak Jain
Understand What is Wealth Management?
What is Financial Planning? How can you become a 'Wealth Manager? Careers in Wealth Management & Financial Planning.
What current wealth manager say about being a 'Wealth Manager?
Financial Services Best Practice For A RecessionSEFS
SEFS (www.sefs.in) and TeamLease (www.teamlease.com) have joined hands to provide a robust way to manage a key part of any financial services company - productivity.
J.P. Morgan stock is recommended as a buy. The intrinsic value is estimated at $80 based on valuation models, which is above the current price of $68, representing an upside of over 17%. J.P. Morgan is one of the largest banks in the U.S. and globally with strong brand recognition and a diversified business across consumer banking, corporate and investment banking, asset management, and commercial banking. Financial ratios show good profitability and leverage. The recommendation is supported by multiple valuation approaches showing the stock is undervalued at the current price.
The document summarizes the advantages of becoming a financial consultant with Investors Group, including an entrepreneurial environment, industry-leading training, flexibility and independence, mentorship and support, and exceptional income potential. It outlines the training, tools, and support provided to consultants, including marketing support, technology, publications, and the opportunity to advance to management roles. Consultants can build their own business and generate residual income by providing financial planning and products to clients.
The emerging changes in the wealth management spectrumDeepak Jain
The document discusses the emerging changes in the wealth management industry in India. It notes that India's strong GDP growth is making it an attractive market for wealth management firms. However, financial inclusion and literacy remains low. Most Indians would trust banks with their money. The size of the HNWI population and wealth management industry is growing rapidly in India. There is a shift from unorganized to organized wealth management sectors. Firms are focusing on building trust and providing holistic advice through qualified advisors. New certifications from organizations like the American Academy of Financial Management can help improve the skills and qualifications of advisors in India.
The document provides information on career planning and development for employees at NAB Private Wealth. It outlines a six step process for career and development planning. It then provides guidance on key responsibilities for managing performance, development, and teams. Key responsibilities for managing performance include setting clear expectations, holding performance conversations, providing feedback, and recognizing strong performance. For managing development, responsibilities include creating meaningful development plans following a 70:10:20 model and having career planning conversations. For managing teams, the document outlines adhering to policies, managing the employee experience, communicating openly, and applying flexible working policies.
JP Morgan & Chase: IT Strategy and Key Success factorsAbhiJeet Singh
JPMorgan Chase is a large U.S. banking and financial services company formed in 2000 through the merger of JPMorgan & Co. and Chase Manhattan Bank. The document discusses JPMorgan Chase's key strengths including its large capital base, strong domestic presence, and mature brand. It analyzes the company's SWOT and describes several important IT applications developed in-house like Athena, CBB, and ERTRS that support its business operations. JPMorgan Chase invests heavily in IT, developing customized solutions and pursuing automation to gain cost advantages and efficiencies.
Types of financing,
availability of loan for a business,
features of loan for a business,
ways of loan for business,
financial management,
innovative financial services
Wealth Management and Financial PlanningDeepak Jain
Understand What is Wealth Management?
What is Financial Planning? How can you become a 'Wealth Manager? Careers in Wealth Management & Financial Planning.
What current wealth manager say about being a 'Wealth Manager?
Financial Services Best Practice For A RecessionSEFS
SEFS (www.sefs.in) and TeamLease (www.teamlease.com) have joined hands to provide a robust way to manage a key part of any financial services company - productivity.
J.P. Morgan stock is recommended as a buy. The intrinsic value is estimated at $80 based on valuation models, which is above the current price of $68, representing an upside of over 17%. J.P. Morgan is one of the largest banks in the U.S. and globally with strong brand recognition and a diversified business across consumer banking, corporate and investment banking, asset management, and commercial banking. Financial ratios show good profitability and leverage. The recommendation is supported by multiple valuation approaches showing the stock is undervalued at the current price.
EXCELLENT OPPURTUNITY FOR BRIGHT CAREER
• IF YOU ARE LOOKING FOR ORGANISATION WHERE YOU
• DECIDE YOUR OWN TIMINGS TO WORK,
• CAN EARN AS MUCH YOU WANT AND
• PROVIDES EVER INCREASING INCOME,
• FACILITY OF CAR
• TELEPHONE
• COMPUTER ETC.
AND ALSO SECURED FUTURE
JOIN AS AGENT OF LIFE INSURANCE CORPORATION OF INDIA
OPPURTUNITY FOR MALE/FEMALES/HOUSEWIVES/C.A.’S/ OR ANY
PERSON ZEAL TO GET ALONG WITH PEOPLE
ALSO CONTACT FOR INSURANCE PLAN FOR YOUR NEEDS
SANJEEV HANDA
Sr. Business Associate
9810163246
handa1502@gmail.com
Part 3: How to ensure the success of equity funding deal in a SME business?
This is the third of the three-part learning program for a business to understand the importance of equity funding for business growth and financial turnaround. The three parts of the program are:
1. Strategic financial concepts for a promoter of technical background
2. Process of equity funding
3. Factors for success of equity funding deal
This presentation tells what are the important factors to be considered while availing funding, how every deal changes with respect to sector, location, life cycle; what are the misconceptions about equity funding, precautions during the process, success and failure factors, etc.
The document discusses creating a professional alliance between an independent professional and Morgan Stanley Smith Barney to enhance services for clients. Through the alliance, clients gain access to Morgan Stanley Smith Barney's comprehensive wealth management strategies. The independent professional can expand services, leverage Morgan Stanley's expertise, and earn recurring revenue from investment advisory fees. The alliance involves applying, due diligence, registering if needed, signing a contract, and providing disclosure documents to clients.
Credit Guarantee Scheme for SME: An assessmentBrowne & Mohan
Government of India set up a collateral free credit scheme for Small and medium business termed CGSTME. This paper evaluates the financial and economic additionality of the scheme in terms of availability of funds, and business impact
Equity funding process for a technocrat businessman
This is the second of the three-part learning program for a business to understand the importance of equity funding for business growth and financial turnaround. The three parts of the program are:
1. Strategic financial concepts for a promoter of technical background
2. Process of equity funding
3. Factors for success of equity funding deal
This presentation file is on the second part. The presentation narrates what are the long-term activities in terms of business strategy, financial strategy, corporate management and credit rating to enhance the investment worthiness of a company. Further, it deals with types of mergers and acquisitions, types of investors, basic concepts of equity funding, time frame of equity funding, cost of equity funding, process of equity funding, role of various professionals, etc. After that, it deals with the aspects such as confidentiality, financial intermediaries, economics of equity market, investor perspective and the reasons for success or failure of a deal.
#acquisitions #assetfinance #bank #banking #bridgefinance #broker #business #capital #ceo #chairman #companysecretary #consulting #contract #cxo #debt #director #equity #finance #financial #financing #funding #fundraising #irr #jointventure #loan #marketing #mergers #financialmodel #operations #privateequity #profit #return #services #sme #tech #technology #venture
1) Investors Group is a Canadian financial services company that has been operating since 1926. It serves approximately one million Canadians through over 400 offices across Canada.
2) Investors Group offers a wide range of financial products and services for individuals and corporations including banking, lending, insurance, investments, retirement planning and more.
3) The document discusses how most Canadians face financial challenges such as preparing for retirement, saving for family members, taxes, debt, and disability. It emphasizes the value of financial advice in helping Canadians overcome these challenges and achieve their financial goals.
Ernst & Young is a global professional services firm headquartered in London, United Kingdom. It has over 141,000 employees working across its 709 offices in 140 countries. In India, Ernst & Young has over 6,700 employees located across various major cities. The firm provides advisory, assurance, tax, and transaction advisory services to clients across major industries such as automotive, telecommunications, consumer products, media and entertainment, real estate, life sciences, financial services, government and public sector, oil and gas, technology, and power and utilities.
This document is a group assignment proposal for a course on management principles and practices. The group proposes to analyze the human resource management issues faced by CIMB, a large Malaysian bank. CIMB operates in several Southeast Asian countries and has over 1000 branches. The proposal identifies potential HR issues like unfair performance evaluations, bonuses disputes, wrongful employee dismissals, and violations of employee rights. These issues could negatively impact company and employee performance by straining relations, reducing productivity and sales, increasing resignations and dismissals, and causing customers to switch to other banks. The group plans to research these problems by reviewing CIMB's website and news reports, discussing with friends, and examining social media to understand the managerial issues faced
The document provides an organization profile and strategic plan for Regional Investor Education Centre (RIEC), also known as InformedInvestors, for 2011-2012. The organization aims to promote financial literacy in East Africa through various programs, including financial literacy classes, publishing materials, a TV show, and supporting investment clubs. The strategic plan outlines targets for outreach and objectives to increase financial inclusion and literacy across Kenya, Uganda, Tanzania, Rwanda, Burundi and South Sudan.
Konsultan Keuangan, Management Consulting, Standard Operating Prosedure, SOP,...Publishing
CTPrima is an independent professional services firm in Indonesia that is a member of Geneva Group International (GGI), a leading global network of independent auditors, accountants, law firms, and management consultancies. CTPrima provides business advisory and assurance services such as accounting, tax, mergers and acquisitions advisory, and internal control reviews. It has a team of experienced directors, advisors, and consultants with expertise in areas like accounting, finance, IT, and taxation. CTPrima helps clients with tasks like accounting services, tax filings, internal control reviews, and training programs.
Aegis Capital Corp. is a full-service boutique brokerage firm established in 1984 that provides middle-market corporate finance, research, and valuation services. It has over 200 representatives across 8 offices managing over $2 billion in retail customer assets. The firm's services include retail brokerage, investment banking, and institutional sales and trading. It focuses on small and mid-sized companies across various industries such as healthcare, technology, and real estate.
Credit rating agencies provide independent ratings of issuers' ability to repay their debts. The document discusses major international and Indian credit rating agencies such as Moody's, S&P, CRISIL, ICRA, CARE, and others. It defines credit ratings, explains different rating scales, and provides brief histories of the large agencies. Major services of agencies include rating government bonds, corporate bonds, and other debt instruments in both domestic and international markets.
Credit rating agencies evaluate the creditworthiness of individuals, corporations, and countries to assess their ability to repay debt and likelihood of default. The major credit rating agencies in India are CRISIL, ICRA, CARE, DCR India, ONICRA, and SMERA. Credit ratings provide benefits to both investors and rated companies by reducing information costs and encouraging financial discipline. However, credit ratings also have limitations such as potential bias and improper disclosure.
The document provides information about an investment firm called LPL Financial. It discusses the firm's mission to help clients meet their personal and financial needs through a customized approach. It then introduces the team of advisors, including their backgrounds and specialties. Finally, it provides details about LPL Financial as the parent organization, including its resources, account protections, and institutional investment management services.
Gemcoop-HOW AND WHERE TO GET LOAN WITHOUT COLLATERALSam Idogun
This document discusses various funding options available for starting a new business. It emphasizes the importance of developing a good business proposal and plan to attract investors and secure loans. Some funding options covered include loans from family and friends, equipment leasing, government assistance programs, microfinance institutions, cooperative societies, and grants. The document provides details on how to access funding from cooperative societies in particular and highlights their benefits like access to loans without collateral.
The document summarizes the advantages of becoming a financial consultant with Investors Group, including an entrepreneurial environment, industry-leading training, flexibility and independence, mentorship and support, exceptional income potential, and opportunities for community involvement. Investors Group offers over 80 years of industry leadership, professional support tools, award-winning corporate citizenship, and flexible career paths. Consultants come from diverse backgrounds and have the opportunity to build their own successful financial practices.
The document summarizes the advantages of becoming a financial consultant with Investors Group, including an entrepreneurial environment, industry-leading training, flexibility and independence, mentorship and support, and exceptional income potential. It outlines the training, tools, and support provided to consultants, including marketing support, technology, publications, and the opportunity to advance to management roles. Consultants can build their own business and generate residual income by providing financial planning and products to clients.
The document summarizes the advantages of becoming a financial consultant with Investors Group, including an entrepreneurial environment, industry-leading training, flexibility and independence, mentorship and support, and exceptional income potential. It outlines the training, tools, and support provided to consultants, including marketing support, technology, publications, and the opportunity to advance to management roles. Consultants can build their own business and generate residual income by providing financial planning and products to clients.
Investors Group offers consultants an entrepreneurial environment with industry-leading training and support. Consultants have flexibility and independence in running their own business while receiving mentorship. The opportunity provides exceptional income potential and support for community involvement. Investors Group has over 80 years of industry leadership with over $58 billion in assets under administration.
EXCELLENT OPPURTUNITY FOR BRIGHT CAREER
• IF YOU ARE LOOKING FOR ORGANISATION WHERE YOU
• DECIDE YOUR OWN TIMINGS TO WORK,
• CAN EARN AS MUCH YOU WANT AND
• PROVIDES EVER INCREASING INCOME,
• FACILITY OF CAR
• TELEPHONE
• COMPUTER ETC.
AND ALSO SECURED FUTURE
JOIN AS AGENT OF LIFE INSURANCE CORPORATION OF INDIA
OPPURTUNITY FOR MALE/FEMALES/HOUSEWIVES/C.A.’S/ OR ANY
PERSON ZEAL TO GET ALONG WITH PEOPLE
ALSO CONTACT FOR INSURANCE PLAN FOR YOUR NEEDS
SANJEEV HANDA
Sr. Business Associate
9810163246
handa1502@gmail.com
Part 3: How to ensure the success of equity funding deal in a SME business?
This is the third of the three-part learning program for a business to understand the importance of equity funding for business growth and financial turnaround. The three parts of the program are:
1. Strategic financial concepts for a promoter of technical background
2. Process of equity funding
3. Factors for success of equity funding deal
This presentation tells what are the important factors to be considered while availing funding, how every deal changes with respect to sector, location, life cycle; what are the misconceptions about equity funding, precautions during the process, success and failure factors, etc.
The document discusses creating a professional alliance between an independent professional and Morgan Stanley Smith Barney to enhance services for clients. Through the alliance, clients gain access to Morgan Stanley Smith Barney's comprehensive wealth management strategies. The independent professional can expand services, leverage Morgan Stanley's expertise, and earn recurring revenue from investment advisory fees. The alliance involves applying, due diligence, registering if needed, signing a contract, and providing disclosure documents to clients.
Credit Guarantee Scheme for SME: An assessmentBrowne & Mohan
Government of India set up a collateral free credit scheme for Small and medium business termed CGSTME. This paper evaluates the financial and economic additionality of the scheme in terms of availability of funds, and business impact
Equity funding process for a technocrat businessman
This is the second of the three-part learning program for a business to understand the importance of equity funding for business growth and financial turnaround. The three parts of the program are:
1. Strategic financial concepts for a promoter of technical background
2. Process of equity funding
3. Factors for success of equity funding deal
This presentation file is on the second part. The presentation narrates what are the long-term activities in terms of business strategy, financial strategy, corporate management and credit rating to enhance the investment worthiness of a company. Further, it deals with types of mergers and acquisitions, types of investors, basic concepts of equity funding, time frame of equity funding, cost of equity funding, process of equity funding, role of various professionals, etc. After that, it deals with the aspects such as confidentiality, financial intermediaries, economics of equity market, investor perspective and the reasons for success or failure of a deal.
#acquisitions #assetfinance #bank #banking #bridgefinance #broker #business #capital #ceo #chairman #companysecretary #consulting #contract #cxo #debt #director #equity #finance #financial #financing #funding #fundraising #irr #jointventure #loan #marketing #mergers #financialmodel #operations #privateequity #profit #return #services #sme #tech #technology #venture
1) Investors Group is a Canadian financial services company that has been operating since 1926. It serves approximately one million Canadians through over 400 offices across Canada.
2) Investors Group offers a wide range of financial products and services for individuals and corporations including banking, lending, insurance, investments, retirement planning and more.
3) The document discusses how most Canadians face financial challenges such as preparing for retirement, saving for family members, taxes, debt, and disability. It emphasizes the value of financial advice in helping Canadians overcome these challenges and achieve their financial goals.
Ernst & Young is a global professional services firm headquartered in London, United Kingdom. It has over 141,000 employees working across its 709 offices in 140 countries. In India, Ernst & Young has over 6,700 employees located across various major cities. The firm provides advisory, assurance, tax, and transaction advisory services to clients across major industries such as automotive, telecommunications, consumer products, media and entertainment, real estate, life sciences, financial services, government and public sector, oil and gas, technology, and power and utilities.
This document is a group assignment proposal for a course on management principles and practices. The group proposes to analyze the human resource management issues faced by CIMB, a large Malaysian bank. CIMB operates in several Southeast Asian countries and has over 1000 branches. The proposal identifies potential HR issues like unfair performance evaluations, bonuses disputes, wrongful employee dismissals, and violations of employee rights. These issues could negatively impact company and employee performance by straining relations, reducing productivity and sales, increasing resignations and dismissals, and causing customers to switch to other banks. The group plans to research these problems by reviewing CIMB's website and news reports, discussing with friends, and examining social media to understand the managerial issues faced
The document provides an organization profile and strategic plan for Regional Investor Education Centre (RIEC), also known as InformedInvestors, for 2011-2012. The organization aims to promote financial literacy in East Africa through various programs, including financial literacy classes, publishing materials, a TV show, and supporting investment clubs. The strategic plan outlines targets for outreach and objectives to increase financial inclusion and literacy across Kenya, Uganda, Tanzania, Rwanda, Burundi and South Sudan.
Konsultan Keuangan, Management Consulting, Standard Operating Prosedure, SOP,...Publishing
CTPrima is an independent professional services firm in Indonesia that is a member of Geneva Group International (GGI), a leading global network of independent auditors, accountants, law firms, and management consultancies. CTPrima provides business advisory and assurance services such as accounting, tax, mergers and acquisitions advisory, and internal control reviews. It has a team of experienced directors, advisors, and consultants with expertise in areas like accounting, finance, IT, and taxation. CTPrima helps clients with tasks like accounting services, tax filings, internal control reviews, and training programs.
Aegis Capital Corp. is a full-service boutique brokerage firm established in 1984 that provides middle-market corporate finance, research, and valuation services. It has over 200 representatives across 8 offices managing over $2 billion in retail customer assets. The firm's services include retail brokerage, investment banking, and institutional sales and trading. It focuses on small and mid-sized companies across various industries such as healthcare, technology, and real estate.
Credit rating agencies provide independent ratings of issuers' ability to repay their debts. The document discusses major international and Indian credit rating agencies such as Moody's, S&P, CRISIL, ICRA, CARE, and others. It defines credit ratings, explains different rating scales, and provides brief histories of the large agencies. Major services of agencies include rating government bonds, corporate bonds, and other debt instruments in both domestic and international markets.
Credit rating agencies evaluate the creditworthiness of individuals, corporations, and countries to assess their ability to repay debt and likelihood of default. The major credit rating agencies in India are CRISIL, ICRA, CARE, DCR India, ONICRA, and SMERA. Credit ratings provide benefits to both investors and rated companies by reducing information costs and encouraging financial discipline. However, credit ratings also have limitations such as potential bias and improper disclosure.
The document provides information about an investment firm called LPL Financial. It discusses the firm's mission to help clients meet their personal and financial needs through a customized approach. It then introduces the team of advisors, including their backgrounds and specialties. Finally, it provides details about LPL Financial as the parent organization, including its resources, account protections, and institutional investment management services.
Gemcoop-HOW AND WHERE TO GET LOAN WITHOUT COLLATERALSam Idogun
This document discusses various funding options available for starting a new business. It emphasizes the importance of developing a good business proposal and plan to attract investors and secure loans. Some funding options covered include loans from family and friends, equipment leasing, government assistance programs, microfinance institutions, cooperative societies, and grants. The document provides details on how to access funding from cooperative societies in particular and highlights their benefits like access to loans without collateral.
The document summarizes the advantages of becoming a financial consultant with Investors Group, including an entrepreneurial environment, industry-leading training, flexibility and independence, mentorship and support, exceptional income potential, and opportunities for community involvement. Investors Group offers over 80 years of industry leadership, professional support tools, award-winning corporate citizenship, and flexible career paths. Consultants come from diverse backgrounds and have the opportunity to build their own successful financial practices.
The document summarizes the advantages of becoming a financial consultant with Investors Group, including an entrepreneurial environment, industry-leading training, flexibility and independence, mentorship and support, and exceptional income potential. It outlines the training, tools, and support provided to consultants, including marketing support, technology, publications, and the opportunity to advance to management roles. Consultants can build their own business and generate residual income by providing financial planning and products to clients.
The document summarizes the advantages of becoming a financial consultant with Investors Group, including an entrepreneurial environment, industry-leading training, flexibility and independence, mentorship and support, and exceptional income potential. It outlines the training, tools, and support provided to consultants, including marketing support, technology, publications, and the opportunity to advance to management roles. Consultants can build their own business and generate residual income by providing financial planning and products to clients.
Investors Group offers consultants an entrepreneurial environment with industry-leading training and support. Consultants have flexibility and independence in running their own business while receiving mentorship. The opportunity provides exceptional income potential and support for community involvement. Investors Group has over 80 years of industry leadership with over $58 billion in assets under administration.
Career Opportunities The Investors Group Advantagesaidae1
The document discusses the advantages of becoming a financial consultant with Investors Group. It highlights Investors Group's industry leadership, entrepreneurial environment, extensive training and support for consultants, competitive compensation and benefits, and commitment to corporate citizenship. Consultants are provided various professional tools, national brand advertising support, and a full marketing toolkit to help build their own successful financial practices.
The document introduces Wealth Guidance Group and Raymond James, outlining their commitment to clients, team, process, and capabilities. It discusses planning for retirement and wealth protection, and highlights Raymond James' resources and advantages, including their focus on individual investors, size and stability, and account protection. The presentation aims to determine if a relationship would be mutually beneficial.
The document introduces Wealth Guidance Group and Raymond James, outlining their commitment to clients, team, process, and capabilities. They aim to determine if a relationship would be mutually beneficial by understanding the client's needs and designing customized solutions using Raymond James' extensive resources and independent platform. Raymond James focuses on individual investors, has full resources as a large firm, and maintains a culture of independence to serve clients' best interests.
Belleair Wealth Strategies provides financial planning and investment management services. They use a team-based approach to understand clients' goals and design customized solutions. As part of Raymond James, they have access to extensive resources like research, asset management, and specialists in areas like retirement and business planning. Their process involves understanding the client, designing a plan, implementing it, and ongoing management. They aim to help clients achieve their goals through a commitment to the client's interests and the discipline of their process.
The Most Influential Leaders in Wealth Management, 2023.pdfInsightsSuccess4
This edition features a handful of Influential Leaders in Wealth Management across several sectors that are at the forefront of leading us into a digital future.
This document provides an overview of the opportunities and benefits of becoming an Investors Group consultant. It highlights the entrepreneurial environment, industry-leading training, flexibility and independence, mentorship and support, exceptional income potential, and brand strength that Investors Group offers. The summary also notes Investors Group's top rankings in the financial planning industry and award-winning corporate citizenship. It promotes the two career paths available and profiles of successful consultants who have built their practices at Investors Group.
RT Mosaic Wealth Management provides independent financial planning and portfolio management services. They offer customized strategies and dedicated service to clients through unbiased advice. Their three pillars of service are providing a unique investment portfolio for each client's financial plan, comprehensive retirement and estate planning, and a focus on investment strategy and integrity. They are registered portfolio managers that safeguard clients' assets through independent custodians and adhere to industry best practices and ethics standards.
The document discusses the financial planning and investment services provided by Investors Group, including their experience and expertise in comprehensive investment management. It highlights the various products and services offered such as mutual funds, tax planning, insurance, banking, and mortgages. The focus is on creating a personalized financial plan to help clients achieve their financial goals for retirement, their family, and the future.
The document discusses the financial planning services provided by Investors Group, including their expertise in investment management, product offerings in investments, insurance, banking and lending, and goal-based financial planning process to help clients achieve their financial objectives. Investors Group uses a team approach and ongoing review to create customized financial plans and manage client investments over the long-term. The core of their services includes investment management, products and solutions tailored for diversity, and world-class money management expertise.
A STUDY OF INVESTORS AWARENESS ON DIGIALIZATION OF MUTUAL FUNDSshweta rani
The document discusses the financial services sector, which includes companies that provide services like banking, investment funds, insurance, and real estate. It notes that financial stocks are popular investments that perform well in low interest rate environments. The section also introduces mutual funds as a way for investors to pool their savings and have their money professionally managed in a diversified portfolio.
This document provides information about a career as a financial representative with Guardian, including:
- Guardian was founded in 1860 and is a Fortune 500 company with strong financial ratings.
- As a financial representative, you will help clients achieve financial security by assessing their situation and creating personalized strategies.
- Guardian offers training, support for career growth, benefits and high earnings potential. The average earnings for Guardian representatives is over $100,000 compared to around $40,000 industry wide.
- The Living Balance Sheet tool allows representatives to provide clients with organization, integration, strategy and control over their finances.
Stratadigm was formed in 2005 to provide education to the Indian financial services industry. Their mission is to enhance the competitive advantage of these sectors through context-relevant, tailored education. They have conducted seminars for many Indian banks and provided training for select ITES clients. Their values include delivering value to customers, seeking their growth, and adhering to business principles. They provide a superior learning experience through rigorous and practical programs taught by practitioner faculty using various instructional methods. They have many banking, risk management, and insurance programs and seek to build quality relationships with new organizations.
Met life Business Development PresentationBerlinBear69
Fair Investment Company Limited is a leading price comparison and lead generation site in the UK that was established in 2000. It has grown significantly and now focuses on providing full client services for savings, investments and pensions. It also provides bespoke solutions for high net worth individuals. Fair Investment is proposing to partner with MetLife, one of the largest providers of retirement, savings and protection solutions in America, to provide clients with simplified investment products like a Protected Growth Bond that offers both downside protection of capital and upside potential.
Anand Rathi is a leading full-service investment bank in India that offers financial services and wealth management. The internship provided an overview of the firm, its products and services, and the intern's experience. Key learnings included the financial planning process, marketing financial products through client referrals and meetings, and hands-on experience with capital markets, time management, and learning trading software. The internship gave valuable exposure to the financial world and skills in client services, marketing, and using common business tools.
CreativeCap Advisors is a marketing and investor relations consultancy with extensive knowledge and expertise on the investment management industry. The firm works extensively with newly launched funds to more established managers in helping to solidify their market position and attract new capital. The breadth of service offerings is a testament to the firm’s 360° approach to marketing and investor relations. It is complimented by a dedicated team who are focused on bringing their clients’ business to the next level. The firm takes a holistic approach to reviewing each business and generates a cohesive strategy tailored to each specific client. Through our affiliate networks around the world, the firm excels at elevating and positioning each fund in becoming the most attractive to varying types of capital. CreativeCap Advisors at the core is a business designed to assist and integrate with investment management firms by working alongside C-level executives who are seeking to further expand their business.
Contact For More Information: Tyra Jeffries, Founder + CEO | tyra.jeffries@creativecapadvisors.com
Organisation study of productive financial service pvt ltdVarshaYadav67
Organizational Functioning is an important factor for any Organization to achieve the desired goals and Objectives. This requires Co-ordination at all levels to smooth functioning. This report aims to understand the Function of relation to different departments
As a part of two year MBA program at the end of 1st Semester, we had to carry on a project in an organization in order to understand the organization structure and their functions. I did my Organization Study at Productive Financial Services Pvt. Ltd.
It was a great learning experience as it is quite necessary for all the management students. The main purpose of doing the organization study was to study the various departments of the organization and understand their basic functions, their purpose, achievements, competitors and the mission and vision of the company and their progress towards that.
All general information we get in course is all book knowledge, on which we entirely cannot depend. It is very important to observe the actual working of an organization and the overall structure of an organization.
Similar to The Advantage at Investors Group Winnipeg West (20)
20. The Advantage of two paths CONSULTANT FINANCIAL CONSULTANT* REGIONAL DIRECTOR FIELD TRAINER DIVISION DIRECTOR SENIOR FINANCIAL CONSULTANT* EXECUTIVE FINANCIAL CONSULTANT* SR. EXECUTIVE FINANCIAL CONSULTANT* YOUR OWN PRACTICE FIELD MANAGEMENT * In all jurisdictions, except Québec.
21. The Advantage. How to make it yours . CERTIFIED FINANCIAL PLANNER* IN-DEPTH INTERVIEW PROCESS PRACTICE MANAGEMENT - ONGOING FIELD DEVELOPMENT INDUSTRY LICENSES CONSULTANT TRAINING 1 APPOINTMENT FIELD DEVELOPMENT Progression towards the formal CFP designation can take up to five years *The CFP is not a recognized designation in Quebec. In Québec, the recognized financial planning designation is Planificateur Financier. In Québec , please refer to the IQPF website for more information – www.iqpf.com . In the rest of Canada, please refer to the FPSC website for more information - www.fpsccanada.org
32. The Advantage of professional support… Consultant tools Brochures Flyers Seminars Qualifying Presentation Discover ‘The Plan’ Ad Templates Ads Postcard Invitations
33. The Advantage of professional support… publications Connections Newsletters Review Magazine
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35. The Advantage. How to make it yours . Source: Financial Planners Standards Council Annual Report 2007-2008 CFPs – Years in Financial Planning CFPs – Net Income Figures in Cdn 2008 2 – 5 years 5 % 6 – 10 years 19 % 11 – 15 years 26 % 16 – 20 years 17 % 21+ years 33 % 0 –9,999 2 % 10 –49,999 6 % 50 – 74,999 21 % 75 – 99,999 17 % 100 – 149,999 22 % 150+ 32 %
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Editor's Notes
The Investors Group Advantage TM . Make it yours! The Investors Group Advantage. Make it yours! 1 minute Welcome Happy to share with you the success story that is Investors Group. A wide range of components make up the Investors Group Advantage, and I will give you an overview of these features today.
The Investors Group Advantage TM . Make it yours! Congratulations! You’re considering an industry leader 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Investors Group Vision Statement 1 Minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of industry leadership… 1 minute Investors Group is one of Canada’s leading personal financial services companies with a history that spans eight decades. (Review bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of industry leadership… 1 minute Investors Group Inc. is owned by IGM Financial, which in turn is part of the Power Financial group of companies. You see here a number of well-known companies—Great-West Life, London Life, Canada Life, Mackenzie, and Investment Planning Counsel. We draw on the strength of these companies to deliver products and services to you cost-effectively (e.g., computers, fees, etc.) We have tremendous stability as a member of this group. The strength and stability of Investors Group is notable in an industry environment characterized by mergers and acquisitions, that has led to many advisors changing firms and brands. Other notable entities not pictured but within the Power group of companies: Putnam Investments, LLC – Boston-based global money management firm with close to 70 years of investment experience. Approximately C$101 billion in total AUM (January 2009), including over 70 mutual funds Quadrus Investment Services, Inc. – a mutual fund dealer owned by GWL with $5-billion in AUA (January 2009) Pargesa Holding S.A. – holds five large companies based in Europe: Total S.A. (energy), Suez S.A. (energy, water, waste), Imerys S.A. (specialty minerals), Lafarge S.A. (cement/building materials) and Pernod Ricard (wines and spirits).
The Investors Group Advantage TM . Make it yours! The Advantage of industry leadership… 30 seconds IGM Financial is the largest mutual fund manager in Canada IGM manages over $80 billion in long term mutual fund assets A number of household names fall below the threshold of IGM Financial including RBC, CI, TD, Fidelity, and CIBC
The Investors Group Advantage TM . Make it yours! The Advantage of industry leadership… 1 minute The industry has evolved over the last decade switching the focus from products to solutions The Plan from Investors Group has and will continue to address the needs and solutions for today’s investor – Pre-Assembled Advice, Tax Efficiency, Risk management, and Income management. Investors Group believes so strongly in this model, that we originally launched what is now the Canadian Financial Planners designation to allow financial advisors to understand how important a balanced plan is. (Review slide with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of the great career opportunity… 1 minute Due to the need and demand for financial planning, many surveys and publications have named the career as one of the best opportunities. (Review bullets with candidates) Note: When we say career, we mean a career building your own financial planning practice as an independent contractor in association with Investors Group Financial Services Inc.
The Investors Group Advantage TM . Make it yours! The Advantage of industry leadership… 1 minute We are looking for talented, committed people to help us continue our success story of helping clients achieve their financial goals. We are known for our personal approach to financial planning, our culture of coaching and mentorship, our training and support for our Consultants, and our competitive compensation and benefits package. NAMED THE TOP “FULL-SERVICE DEALER” IN THE FINANCIAL PLANNING INDUSTRY* Source: Investment Executive Dealers Report Card , June 2008. The ranking is based on anonymous responses of Consultants from a number of financial services companies surveyed by Investment Executive . (Review bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of the great business opportunity… 2 minutes At Investors Group, you build and own your own business, your own professional practice as a financial planner. You determine your own destiny, but not alone, with Investors Group’s support Reality check. To begin in this business, there are startup costs, but compare these startup costs (use your own figures customized to your office, including startup capital, technology fees, office expenses, licensing fees) to those of a: Franchise owner Sole proprietor Etc. At Investors Group, we are one of the few relationship/sales businesses that generate residual income. That means, you don’t just generate income once at the time of sale, but that same sale provides you a constant stream of income as long as you hold the client asset. Compare this to other known sales professions: Real estate broker – commission only Auto sales – commission only Even stock brokers – commission only on the trade of the individual security Finally, at Investors Group, upon your decision to retire or pass on the clients and your business, Investors Group backs the sale of the clients assets – essentially your equity in your business – to another Consultant, and you get paid for that.
The Investors Group Advantage TM . Make it yours! The Advantage of the great career opportunity… 1 minute Investors Group Consultants come from a wide range of backgrounds and bring a variety of skills to their practice. (Review occupations with candidates.) (Summarize the backgrounds of the Region Office management team.) Note: When we say ‘career’, we mean a career building your own financial planning practice as an independent contractor in association with Investors Group Financial Services Inc.
The Investors Group Advantage TM . Make it yours! The Advantage of the great career opportunity… 2 minutes Our Consultants are motivated by the opportunity to help people. They build lasting relationships with clients, delivering comprehensive financial planning to help achieve their financial dreams. (Review bullets with candidates) Note: When we say career, we mean a career building your own financial planning practice as an independent contractor in association with Investors Group Financial Services Inc.
The Investors Group Advantage TM . Make it yours! The Advantage of the great career opportunity… 30 seconds A financial plan is important in any economy, but in volatile market, the role of the advisor is vital. (Review graph with candidates) Note: When we say career, we mean a career building your own financial planning practice as an independent contractor in association with Investors Group Financial Services Inc.
The Investors Group Advantage TM . Make it yours! The Investors Group Advantage…for our clients 1 minute At Investors Group, we are here to serve our clients. We are proud to deliver comprehensive financial planning to one million Canadians. We work together with our clients to build an achievable plan that will help them reach their financial goals. We are here to provide you with the training and support that will give you the skills to develop a customized approach that will match clients objectives, regardless of their approach to investing and at every stage of their lives. We have industry-leading investment tools and knowledgeable people who support our Consultants as they advise clients. Whether it is the various aspects of an investment portfolio or complex tax, and estate planning matters we provide a full suite of training, resources and dedicated experts. With Investors Group you never go it alone.
The Investors Group Advantage TM . Make it yours! The Investors Group Advantage…for our clients 30 Seconds At Investors Group, our High Value clients are generally more satisfied with the level of service compared to those of our competitors. Note for the presenter: This slide contains content that is considered sensitive. Please do not hand this out to prospects.
The Investors Group Advantage TM . Make it yours! The Advantage of training and mentorship 1 minute Investors Group training is among the very best, and it is available to you at all stages of your development. But don’t take our word for it, Investors Group finished first in the ‘Ongoing training’ category of the Investment Executive 2008 Dealers Report Card for Full Service Dealers. This builds on our long record of recognition in the training area as Investors Group has finished in the top 2 in this category of the annual Investment Executive Planners’ Report Card since 2003. The ranking is based on anonymous responses of Consultants from a number of financial services companies surveyed about their relationship with their company. We provide you with leading-edge technology, industry experts, and programs and tools to meet the complex challenges of a successful financial planning practice. You can hone your skills through the company’s educational conferences and seminars featuring our own internal experts and industry leaders. We are always developing new programs in response to financial industry trends and the needs of our Consultants. We want all our Consultants to begin their career at Investors Group on the right foot and that is why we are constantly updating our training programs to ensure they meet the needs and exceed the expectations of all participants.
The Investors Group Advantage TM . Make it yours! The Advantage of training and mentorship 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of training and mentorship 1 minute Coaching and mentoring are an integral part of our culture and our success. You will be supported by a professionally trained field management team who will help you develop your own successful practice. Peer mentorship is a major force in developing new Consultants. Through both formal field training and informal relationships, you will learn from colleagues who have gone through the same experiences, faced the same challenges and gone on to build thriving financial planning practices. Our senior Consultants know what it takes to succeed in this profession, and they are keen to share their experience and their knowledge.
The Investors Group Advantage TM . Make it yours! The Advantage of world-renowned financial products & services 2 minutes We have relationships with some of the world’s best-known and most respected money managers Wide choice of tried and tested investment vehicles, and insurance, lending and banking.
The Investors Group Advantage TM . Make it yours! The Advantage of two paths 1 minute People generally start as a Consultant when they join the company. You become a Financial Consultant when you attain your CFP Then you can continue with your own practice, or take the management path. You can also move back and forth between the two. (Review your own personal path or those of a guest speaker)
The Investors Group Advantage TM . Make it yours! The Advantage. How to make it yours. 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of award winning corporate citizenship 2 minutes When a company cares about more than its bottom line, the whole community benefits. Investors Group is committed to making a contribution to the many communities across Canada in which we operate by supporting local and national activities, events and organizations. As a founding member of Imagine Canada we donate at least one per cent of our average annual pre-tax income to charitable and other non-profit organizations. For over a decade Investors Group has partnered with Volunteer Canada and is a founding member of the Corporate Council on Volunteering, a CEO-led initiative to encourage employer-supported volunteering across Canada. As an Investors Group Consultant, you can apply for funding for local causes and events that you support. Through the initiative and caring of Consultants coast to coast, Investors Group helps support a wide-range of organizations and events. Each Consultant and staff member has access to several community relations programs supported by our office and Investors Group head office: The Investors Group Volunteer Support Program provides financial assistance to non-profit organizations in which Consultants and staff are involved The Investors Group Matching Gift Program is where Investors Group matches dollar for dollar Consultant and staff donations to community causes The Investors Group Region Office Community Relations Program also provides Region Offices with their own funding to support local community charities selected by the local management Our corporate citizenship is a hallmark of our company and we are proud to support the volunteer and charitable efforts of our Consultants and employees.
The Investors Group Advantage TM . Make it yours! The Advantage of award winning corporate citizenship 1 minute (Review bullets and quote with candidates.)
The Investors Group Advantage TM . Make it yours! The Advantage of exceptional compensation and benefits 2 minutes How will you get paid? The ability to reach your personal income goals is yours, but the path to get there is laid out for you We work on a variable-income system. You are paid commission for your new business and a residual income for the amount of assets you manage (as we mentioned earlier). As a new Consultant, you can earn performance bonuses, including enhanced commissions. As you attain higher achievement levels in the company, we recognize your time, effort and dedication, and reward you for your long-term relationships with clients. As your business grows, you can move up to become eligible to receive higher compensation. We also offer an exceptional rewards and recognition program that recognizes and rewards performance, business building, mentoring, and community involvement. Every year we celebrate the accomplishments of our leading Consultants with travel to world-class destinations like Russia, Sweden, Japan, and China. (Other aspects of compensation you may wish to cover include Share Ownership program, and Assured Value Program – alluded to earlier when discussing “ The Advantage of the great business opportunity” (slide 9) with the opportunity to sell your business for a profit)
The Investors Group Advantage TM . Make it yours! The Advantage of flexibility and independence 1 minute As an Investors Group Consultant you will enjoy the benefits of self-employment: control over your own destiny and success, combined with the opportunity to manage all the aspects of your busy life. As a Consultant you can have the best of both worlds – an entrepreneurial environment with no limit on what you can achieve, backed by the support and resources of one of Canada’s leading personal financial services companies.
The Investors Group Advantage TM . Make it yours! The Advantage of professional support 1 minute To help you effectively manage your practice, we provide you with a full suite of tools including personal financial planning software, client information databases, online client view, and contact management software. We have an in-house website packed with information, resources and marketing strategies, client and prospect materials, and a comprehensive tax reference library.
The Investors Group Advantage TM . Make it yours! The Advantage of professional support 1 minute In addition to our national brand advertising you will have access to: our professionally designed marketing and advertising programs, your own personalized website, customized advertising and collateral material, and our web-based client contact program that provides cost-efficient marketing campaigns tailored to create new business opportunities for you.
The Investors Group Advantage TM . Make it yours! The Advantage of professional support…national advertising 5 minutes (with viewing the TV commercials); 1 minute (without viewing) (Review with candidates) (Connect to Advantage Plus and play the TV commercials. Alternatively, download them for easier play during a candidate interview or at career seminar. https://home.investorsgroup.com/Content/en/resources/mktg/advertise/nation/tvAds.shtml https://home.investorsgroup.com/Content/fr/resources/mktg/advertise/nation/tvAds.shtml Do not show the TV commercials in a public setting such as career fairs.)
The Investors Group Advantage TM . Make it yours! The Advantage of professional support…Marketing Tool Kit 1 minute (Review with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of professional support…Marketing Action Plan 1 minute (Review with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of professional support…public website 2 minutes (if viewing the live public website); 1 minute (without viewing) (Review with candidates) (Log into the public website if available at your location - http://www.investorsgroup.com – by clicking on the image or log-in to the web separately)
The Investors Group Advantage TM . Make it yours! The Advantage of professional support…Consultant tools 1 minute (Review with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of professional support…publications 1 minute (Review with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage of professional support 3 minutes But don’t take our word for it. The June 2008 edition of Investment Executive, Canada’s largest trade publication for financial advisors, includes a series of articles on various topics related to the survey of the financial services industry. One of the articles focuses on marketing (“Multi-pronged approach required for strong public image”) and says Investors Group was the only company among the top-scoring firms to do well in all three aspects – national advertising, marketing support for advisors, and public web site. Investors Group’s scores were above average in 19 categories (our of 31) and included three category firsts and another eight among the top three. First place results came in “firm’s consumer advertising”, ”support for wills and estate planning” and “support for tax planning”. Other areas where Consultants rated Investors Group highly included: Support for developing a financial plan for clients Support for insurance planning Firm’s marketing support for advisor’s practice Firm’s strategic focus Firm’s corporate culture Firm’s stability Firm’s ethics Firm’s delivery on promises Firm’s image with the public Consumer web site Client account statements Ongoing training Advisor’s relationship with compliance department Products and support for high net worth clients Front and back office technology
The Investors Group Advantage TM . Make it yours! The Advantage. How to make it yours. 1 minute Investors Group has been a long standing supporter of the CFP designation and financial planning education. And clearly, based on these statistics, being a CFP can be lucrative. As you can see the majority of CFPs have not been in the business that long, and yet, incomes are excellent. (Note: In Québec, the CFP is not a recognized designation, hence, you may not want to cover this slide)
The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! The Advantage…According to our Consultants 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! Are you right for the opportunity? 1 minute (Review all bullets with candidates)
The Investors Group Advantage TM . Make it yours! A few points of clarification 1 minute (Review all bullets with candidates)