About linvest services

www.linvestservices.com

Contact: Hp: 0172973211Skype: Linvest LinnetEmail: [email protected]: Linvest ServicesWebsite: www.linvestservices.com

Touching Lives Financially

mailto:[email protected]

http://www.linvestservices.com/

Philosophy

Financial-savvy clients

Competent financial

intermediaries

Mutually beneficial

transactions

Linvest Services belief :

www.linvestservices.com Touching Lives Financially 2

Competent employees

Excellent management,

systems & processes

Outstanding companies

Right products/ services

Excellent financial

Institution

• Clients meet their needs with appropriate products & services• Financial intermediaries gain satisfied long-term clients & commission• Employees have job satisfaction and security• Companies enjoy continual business growth

Touching Lives Financially 3

About Linvest Services

• Started in 2004 as a commissioned-based estate planning business.

• Complementary services in unit trust, insurance, & financial planning.

• Today it has evolved into a workshop & business service provider.

• Focus to enhance the service, quality & structure of financial intermediaries and small businesses.

• Create better public & employees financial awareness.• Enhance the skills of sales & administrative personnel .

www.linvestservices.com

Touching Lives Financially 4www.linvestservices.com

PUBLIC FINANCIAL EDUCATION THROUGH:• media appearances in Astro (Awani, Pagi & Agenda) & Bernama

(Konsumer 1)• Financial Planning Association Malaysia financial advisory booth

for HP Global Wellness Event.

TALKS:• ‘Building for Growth’, Rockwills Leaders’ Luncheon • ‘Children are our Future’, Etiqa insurance & takaful agents• ‘Power of Endowment’, Etiqa insurance & takaful agents• ‘Quantum Leap your Franchise Business’, Rockwills estate

planners• ‘Surviving Economic Crisis & Continue Earning’, MAAKL Unit

Trust• ‘Fufilling Business in Financial Planning’, KMDC• ‘Understanding Estate Planning’, ePower Success Club

Engagements & Talks


WORKSHOPS & COACHING:

• Fradulent Encashment of Travellers Cheques, MBB & HSBC bank staff• Product & Selling Skills for Hand & Hair Dryers to TEE Sales Engineers• Business Frontier Workshops, CWA Agency Force• Adopting Orphaned Clients, CWA FCC• The Power of IPS, CWA FCC• The Super Part-Timer, CWA Agency Groups• Turning Dreams to Reality, CWA Agency Groups• The Ultimate Full-Timer, CWA Agency Groups• Asset Allocation for Life, One Stop Wealth Advisors• Weekly group sales coaching, OSWS Group (on-going) • Powering your EP Business, Rockwills estate planners• My Personal Finances for Agents, Etiqa Insurance and Takaful• Smart Sales Strategies, Open Workshop for Infotrek• Selling Skills for Non-Sales Professionals, MDP Kota Bharu (September 2011)

Previous Programmes


linnetleeIndependent Workshop FacilitatorRegistered trainer, PSBM

• Diploma in Secretaryship, MIM• Diploma in Business & Management, SIHE• Federation of Investment Managers Malaysia• Conventional & Islamic Estate Planning, • Certified Financial Planning, FPAM• Certified Islamic Financial Planning, FPAM & IBFIM• PCE & CEILLI, MII• Certified Speaker, Ammodago International• Certified NS-NLP Practitioner, ISNS

PROFILE

Companies worked for:• CH Williams Talhar & Wong• Thomas Cook Travellers Cheque • Bristol-Myers Squibb Sdn Bhd• Tamco Electrical & Electronics Sdn Bhd• Public Mutual Berhad• CIMB Wealth Advisors Berhad


• 7 years in secretarial & administration • 4 years in pharmaceutical sales, qualified for all annual incentive trips • 6 years in sales & marketing of ceiling fans & hand/hair dryer sales for

retail & projects (turned losing business unit profitable with double digit PBIT & million ringgit turnover).

• 5 years in unit trust, insurance & estate planning with practical experience in client-centric approach. Qualified for incentive trips in 2004 & 2005.

• 2 years in financial planning• 6 years training at agency level & trainer/programme developer with

unit trust companies. • 3 years experience as lecturer for CFP at KMDC • Public financial education through media appearances

Facilitator’s Experience


AREASINDUSTRY

Financial: Agency groups

& Financial Practitioners

Financial: Bank staff

Property Consultants

Electrical & Electronics

Pharma-ceutical

Internal motivation √ √ √ √ √Business structure √Sales √ √ √ √ √Secretarial & admin

√ √ √ √ √Customer servicing

√ √ √ √ √

AREAS OF EXPERTISE

Facilitator has the versatility to conduct in varying areas & industries.


A strong believer with passion in need-based workshop facilitation, I work towards enhancing quality of professional intermediaries & employees to meet clients’ needs. Being an independent programme facilitator & group performance coach I am able to develop & impart my skills and knowledge holistically.

MY PASSION