This document discusses Transcend's Business Partner Channel program which aims to help financial planners grow their business through mentoring, skills development, and technology support. The program provides partners with assistance in areas like marketing, financial planning, implementation, and regulatory compliance. It outlines the steps in the planning process that partners can get support for, from prospecting and data collection to plan generation and implementation. The goal is to help partners build a sustainable business through packaging their skills, knowledge, career growth opportunities, and technology solutions from Transcend.

1. Time To Change - Become a world class Financial Planner - Learn the Art & Science of delivering Financial Planning Services

2. 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

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. Objective of the Business Partner Channel Revenue Transcend Skills & Mentoring Career / Enhancement Partner Unity & Community

5. 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!

6. Overview - Partner Model

7. 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

8. A good business strategy? Packaging Process Skills Knowledge ME Career Pricing Technology Mentoring

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