Linvest Services Workshops Financial Intermedia ries Financial Planning Sales & Administra tion Interactive, beneficial, effective, practical www.linvestservices.com 1 Linvest Services Workshops
Linvest Services Workshops 1
Linvest Services Workshops
Financial Intermediaries
Financial Planning
Sales & Administration
Interactive, beneficial, effective, practical
www.linvestservices.com
Linvest Services Workshops 2
Financial Intermediaries
Workshops
9. Integrated Financial Services The complete financial solutions
1. The Full-Time Part-Timer Turning your part-timers productive 2. Part-Timers’ Leap of Faith
Moving productive part-timers into productive full-timers3. My Dreams, My Reality
Internal motivation is the ultimate long-lasting self motivator, essential in your business success
4. Mastering Sales Success Practical applications you can apply immediately & start earning
5. Quality Sales with Advisory Selling Render your competition obsolete & strengthen your position with your clients
6. Be a Recruitment Specialist Purpose-built workshops for different levels of intermediary groups
7. My Successful Financial Business Practical aspects of adapting business concepts in running an intermediary group
8. Client Servicing Excellence Effective post sales client servicing for retention, up selling & cross selling
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Linvest Services Workshops 3
Financial Planners
Workshops
1. My Financial Planning Business Planning for success
2. Winning Mindset of a Financial Planner Enhancing the mind for the business
3. Success in Financial Planning Approach, Acquire, Action
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Linvest Services Workshops 4
Sales & Administration
Workshops
1. Selling for Non-Sales Professionals Everyone can sell
2. Lifetime Sales with Need-Based Selling Keep your clients for life
3. Quality Sales with Niche Selling The Ultimate Sales Advisor4. Acquiring a Successful
Sales Mindset The reality of my sales success
6. Effective Document Management for Small Businesses Managing files effectively
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5. My Personal Sales Goal Setting for Success Personal road map for optimal productivity
Linvest Services Workshops 5
Programmes & Workshops (cont’d)
• Highly interactive & practical with real life case studies. • Contents designed based on years of field experience &
knowledge. • Ultimate objective, participants can apply what is learnt after the
sessions for improved results.• Synergistic collaboration with complementary entities for
impactful workshops.• Customized programmes are available upon request. • Do check our website periodically for new programmes.
Delivery:
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Linvest Services Workshops 6www.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
Linvest Services Workshops 7www.linvestservices.com
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
Linvest Services Workshops 8www.linvestservices.com
Contact: Hp: 0172973211Skype: Linvest LinnetEmail: [email protected]: Linvest ServicesWebsite: www.linvestservices.com
Touching Lives Financially