Why Great Vision
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GREAT VISION ADVISORY GROUPWhy Great Vision?
Disclaimer: This Slide is Strictly for Internal Use Only
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GREAT VISION ADVISORY
Our VisionTo be the leading organization in the financial advisory industry
Disclaimer: This Slide is Strictly for Internal Use Only
Our MissionTo deliver refreshing financial solutions that meet our clients’ life goals
To provide outstanding career opportunities for our people
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GREAT VISION ADVISORY
1. Effective Management Structure
Disclaimer: This Slide is Strictly for Internal Use Only
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Board Council
Executive Council
Management Team
Group Agency Manager
Middle Manager
James/ Alex/ Choo SL/ Kelvin Ng/ Andy Tang/ Edward/ William/ Andy Yap
Alex/ Kelvin Ng/ Andy Tang/ William/ Andy Yap/ SK Tan/ Sammie/ Neo/ Anthony Tan/ Jack Lai
All BU Heads / Asst. Bu Heads & Sub Divisional Head on Mortgage, Takaful and Unit Trust
ALL GAM
ALL BDM & ASM
Disclaimer: This Slide is Strictly for Internal Use Only
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FUTURE BEGINS NOW.Disclaimer: This Slide is Strictly for Internal Use Only
Our Team
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GREAT VISION ADVISORY
1. Effective Management Structure2. Systematic Operation Structure
Disclaimer: This Slide is Strictly for Internal Use Only
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GREAT VISION
Back End Support
Distribution Channel
Product Innovatio
n
Disclaimer: This Slide is Strictly for Internal Use Only
Marketing Developme
nt
Education &
Training
Finance Manageme
nt
IT System Support
Human Resource
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Back End
Support
Sales & Marketin
g Business
Units
Financial
Services
Platform
Disclaimer: This Slide is Strictly for Internal Use Only
GREAT VISION
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Back End Support
Admin & Operation
Accounts / HR / IT
Marketing Support
Kelvin Andy Edward
Disclaimer: This Slide is Strictly for Internal Use Only
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Admin & Operation
Kelvin
Admin Support for both LIFE &
TAKAFUL
Admin Support for Unit
Trust Business
Client Services Division
Associates Support &
Management
Disclaimer: This Slide is Strictly for Internal Use Only
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Marketing Support
Andy
Product Innovatio
n
Associate
Tranining
Market Explorati
on
Annual Meeting
Arrangement
Media Contact
s
Disclaimer: This Slide is Strictly for Internal Use Only
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Edward
Accounts Division
Human Resource
IT Support
Disclaimer: This Slide is Strictly for Internal Use Only
Accounts, HR & IT
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Disclaimer: This Slide is Strictly for Internal Use Only
Back End
Support
Sales & Marketin
g Business
Units
Financial
Services
Platform
GREAT VISION
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Life CA
Kelvin
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Personal, Family & Business Financial Planning
CA AIAGibraltar
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Life CA
UT CA
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Funds Solutions• Hwang
Investment• Hwang PRS• AIA PRS
Andy Yap
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Takaful CA
Life CA
UT CA
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
SK TAN
Takaful Insurance• AIA Takaful
• Bumi Marketing
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Takaful CA
Life CA
UT CA
Bank Loan
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
William
Bank Financial Products• MayBank• MayBank(SME)• MayBank
(Singapore)• OCBC• AIA
1st in
Malaysia
Central Ipoh Penang JB Ben Jack Steven William
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Takaful CA
Life CA
UT CA
Bank Loan
GI / EB
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
• AIA• QBE• MSIG• ETIQA• Jernih• Kurnia• Chartis• Lonpac
• Tokio• Multi-P
GI Providers
Alan
Assistant:Damian
EB Providers• AIA• Takaful Malaysia
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Takaful CA
Life CA
UT CA
Bank Loan
EB Special Task Force
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
• Employee Benefit• PRS• Unit Trust• Mortgage• Life Insurance
EB Worksite Marketing
Neo Sammie GI / EB
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Biz Advisory
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Takaful CA
Life CA
UT CA
Bank Loan
EB Task Force
GI /EB
Business Advisory• Biz Succession• Personal & Family Wealth
Planning• Biz Continuation• Employee Retention• Tax Planning
Dato’ Chua Assistant : Darian & Dave
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Private Client Services• Family Trust
• Charity Trust
• Financial Security
Program
• Asset Protection Trust
• etc
PCS / TRUST
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Andy
Assistant :Cheah Teck Wai
Takaful CA
Life CA
UT CA
Bank Loan
EB Task Force
GI /EB
Biz Advisory
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Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Marketing
Performance Development , Marketing, Networking & SME Focus• SME International
Forum• Investment Seminar• Wealth Management
Workshop• Financial Product
Innovation
Andy
Takaful CA
Life CA
UT CA
Bank Loan
EB Task Force
GI /EB
Biz Advisory
PCS / TRUST
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Takaful CA
Life CA
UT CA
Bank Loan
GI /EB
EB Task Force
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
PCS / TRUST
GV Excellent Achievers EAC Activities• Achievers Recognition• MDRT• COT• TOT
Anthony
GV EA
Marketing
Biz Advisory
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Disclaimer: This Slide is Strictly for Internal Use Only
Back End
Support
Sales & Marketin
g Business
Units
Financial
Services
Platform
GREAT VISION
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Management Team
Total 12 Branches
SETIA ALAM KUALA LUMPUR IPOH KUCHING
MID VALLEY SURIAN PENANG MENTAKAB
PUCHONG JOHOR BAHRU PRAI SEGAMAT
Disclaimer: This Slide is Strictly for Internal Use Only
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GREAT VISION ADVISORY
1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services
Platform
Disclaimer: This Slide is Strictly for Internal Use Only
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ONE Stop Financial Services PlatformLIFE
TAKAFUL
GI
EB
MORTGAGE
BUSINESS ADVISORY
Disclaimer: This Slide is Strictly for Internal Use Only
UNIT TRUST
PRS
GREAT VISION ADVISORY GROUP
FAMILY TRUST
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GREAT VISION ADVISORY
1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model
Disclaimer: This Slide is Strictly for Internal Use Only
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Complete CA Puzzle
LIFE UTTakaful
GI / EBMortgage PRS
Disclaimer: This Slide is Strictly for Internal Use Only
GREAT VISION ADVISORY
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GREAT VISION ADVISORY
1. Effective Management Structure2. Systematic Business Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model5. Great Vision Portal
Disclaimer: This Slide is Strictly for Internal Use Only
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GREAT VISION
Disclaimer: This Slide is Strictly for Internal Use Only
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GREAT VISION
Disclaimer: This Slide is Strictly for Internal Use Only
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GREAT VISION ADVISORY
1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model5. Great Vision Portal6. Sales Management System
Disclaimer: This Slide is Strictly for Internal Use Only
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Sales Management System
GREAT VISION ADVISORY
Disclaimer: This Slide is Strictly for Internal Use Only
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GREAT VISION ADVISORY
Disclaimer: This Slide is Strictly for Internal Use Only
Sales Management System
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GREAT VISION ADVISORY
1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model5. Great Vision Portal6. Sales Management System7. Comprehensive Training System
Disclaimer: This Slide is Strictly for Internal Use Only
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CIPiPOS Tool
Concept of Life Planning & opportunity
in the market. New
recruits training
KICK
To know about the
basic sales cycle, the
basic concepts of
Life Insurance &
the approaches
SEED
To explore into
Individual Financial Needs at
different life stages & to master the skills and abilities to secure &
keep clients
GROW
To learn on how to have cross selling opportunities
on both individual &
business eg., Funds,
Mortgage, PRS, GI/EB,
Loans.
CROSS
Enhance skills in Need
Based Selling.
Learn on Family Trust,
Estate Planning, Wealth
Preservation
PEAK
To explore into Business
Financial Planning. To learn on Key Management
Program, Debt
cancellation, Personal &
Family Wealth Planning
SCORE
EXAMSPCECEILITBEPRSUT
A Mandatory Course to be
attended by all new associates
Managing Client via
Single Needs
Sharpen approaching
Skills via Multiple Needs
Personal & Family
Financial Planning Approach
Business Financial Planning Approach
• Fact Finding
• Financial Health Scan
• Grow with your clients & beyond
• To turn Customer to Clients via GV Platform
• Complete cycle of Personal & Family Financial Planning
Financial Life Planner
CAREER Development Program
• Why Change?• Why FP?• Why GV?
RFP 1
RFP 2
Products & Technical Knowledge 7 Habits of Highly Effective People
Risks Management & Insurance Planning
Fundamentals of Financial Planning
Disclaimer: This Slide is Strictly for Internal Use Only
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BAMCExamination
Basic agency management course that
gives overview of
agency leaders’ roles & functions
BAMC
3-course series which
provides inputs on
recruitment, development & retention of
agents
FLS
Requirements of the agency
manager’s position, its
major components & how those responsibility
should be carried out
ELM
Develop & enhance
management skill in areas of planning, recruiting, selection, training &
performance appraisal
AMTC
Enhance skills in
recruiting, planning, market
development, business
management & productivity improvement
FSM
Provides leaders with background,
skills & techniques
necessary to manage & develop financial advisors
PMW
Aspiring leaders training
Course to be completed
before promotion to BDM
GAMA’s Field Leadership
Series course, to be
completed after promotion to
BDM
GAMA’s Essentials of Leadership &
Management, to be completed
before promotion to
GAM
LIMRA’s 23-week skill-
building course, to be
completed after promotion to
GAM
LIMRA’s Field Management
Seminar Series
LIMRA’s Profitable
Management Workshop
• Finding, • Building & • Keeping the
right people
• Managing performance
• Critical management skills
• Sharpen Management Skills
• Brilliant Performance
• Selecting & Coaching
• Role Model
CIAM / CMFA
Thesis Writing
Effective Coaching & Counselling Program Junior Team Building Program Management Team Building Program
LEADERSHIP Development Program
Business Development Manager (BDM) Group Agency Manager (GAM)Disclaimer: This Slide is Strictly for Internal Use Only
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GREAT VISION ADVISORY
1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model5. Great Vision Portal6. Sales Management System7. Comprehensive Training System8. Branding & Positioning
Disclaimer: This Slide is Strictly for Internal Use Only
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We created …
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GREAT VISION ADVISORY
1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model5. Great Vision Portal6. Sales Management System7. Comprehensive Training System8. Branding & Positioning9. Workshop & Seminar
Disclaimer: This Slide is Strictly for Internal Use Only
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We created …
Disclaimer: This Slide is Strictly for Internal Use Only
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Disclaimer: This Slide is Strictly for Internal Use Only
2004
2005
2006
2007
2008
2009
2010
2011
2012
2003
NEC – Networking Platform for SME Chinese
Community10
Years
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National Entrepreneurs Convention
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2003 – 2012 Speaker Panel
SME International Forum
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Annual Investment Seminar
Disclaimer: This Slide is Strictly for Internal Use Only
Co-organized with Huazong, Sin Chew Daily & Great Vision
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GREAT VISION ADVISORY
1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model5. Great Vision Portal6. Sales Management System7. Comprehensive Training System8. Branding & Positioning9. Workshop & Seminar10.Nationwide Expansion
Disclaimer: This Slide is Strictly for Internal Use Only
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Disclaimer: This Slide is Strictly for Internal Use Only
Nationwide Network宏愿理财机构 – 全马布局
Mid Valley Kuching
IpohKlang PJ
Penang
JB
Mentakab
Segamat
Prai
Surian Puchong
Total 12 Branches80 Supporting Staff / 30 Group Agency Managers / 60 Business Development Managers / 600 Business Associates
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Thank You
Disclaimer: This Slide is Strictly for Internal Use Only