Why Great Vision

GREAT VISION ADVISORY GROUPWhy Great Vision?

Disclaimer: This Slide is Strictly for Internal Use Only

GREAT VISION ADVISORY

Our VisionTo be the leading organization in the financial advisory industry


Our MissionTo deliver refreshing financial solutions that meet our clients’ life goals

To provide outstanding career opportunities for our people


1. Effective Management Structure


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


FUTURE BEGINS NOW.Disclaimer: This Slide is Strictly for Internal Use Only

Our Team


1. Effective Management Structure2. Systematic Operation Structure


GREAT VISION

Back End Support

Distribution Channel

Product Innovatio

n


Marketing Developme

nt

Education &

Training

Finance Manageme

nt

IT System Support

Human Resource

Back End

Support

Sales & Marketin

g Business

Units

Financial

Services

Platform


GREAT VISION

Back End Support

Admin & Operation

Accounts / HR / IT

Marketing Support

Kelvin Andy Edward


Admin & Operation

Kelvin

Admin Support for both LIFE &

TAKAFUL

Admin Support for Unit

Trust Business

Client Services Division

Associates Support &

Management


Marketing Support

Andy

Product Innovatio

n

Associate

Tranining

Market Explorati

on

Annual Meeting

Arrangement

Media Contact

s


Edward

Accounts Division

Human Resource

IT Support


Accounts, HR & IT


Back End

Support

Sales & Marketin

g Business

Units

Financial

Services

Platform

GREAT VISION

Life CA

Kelvin

Financial Services

Operation SupportServices


Personal, Family & Business Financial Planning

CA AIAGibraltar

Life CA

UT CA

Financial Services



Funds Solutions• Hwang

Investment• Hwang PRS• AIA PRS

Andy Yap

Takaful CA

Life CA

UT CA

Financial Services



SK TAN

Takaful Insurance• AIA Takaful

• Bumi Marketing

Takaful CA

Life CA

UT CA

Bank Loan

Financial Services



William

Bank Financial Products• MayBank• MayBank(SME)• MayBank

(Singapore)• OCBC• AIA

1st in

Malaysia

Central Ipoh Penang JB Ben Jack Steven William

Takaful CA

Life CA

UT CA

Bank Loan

GI / EB

Financial Services



• AIA• QBE• MSIG• ETIQA• Jernih• Kurnia• Chartis• Lonpac

• Tokio• Multi-P

GI Providers

Alan

Assistant:Damian

EB Providers• AIA• Takaful Malaysia

Takaful CA

Life CA

UT CA

Bank Loan

EB Special Task Force

Financial Services



• Employee Benefit• PRS• Unit Trust• Mortgage• Life Insurance

EB Worksite Marketing

Neo Sammie GI / EB

Biz Advisory

Financial Services



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

Private Client Services• Family Trust

• Charity Trust

• Financial Security

Program

• Asset Protection Trust

• etc

PCS / TRUST

Financial Services



Andy

Assistant ：Cheah Teck Wai

Takaful CA

Life CA

UT CA

Bank Loan

EB Task Force

GI /EB

Biz Advisory

Financial Services



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

Takaful CA

Life CA

UT CA

Bank Loan

GI /EB

EB Task Force

Financial Services



PCS / TRUST

GV Excellent Achievers EAC Activities• Achievers Recognition• MDRT• COT• TOT

Anthony

GV EA

Marketing

Biz Advisory


Back End

Support

Sales & Marketin

g Business

Units

Financial

Services

Platform

GREAT VISION

Management Team

Total 12 Branches

SETIA ALAM KUALA LUMPUR IPOH KUCHING

MID VALLEY SURIAN PENANG MENTAKAB

PUCHONG JOHOR BAHRU PRAI SEGAMAT



1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services

Platform


ONE Stop Financial Services PlatformLIFE

TAKAFUL

GI

EB

MORTGAGE

BUSINESS ADVISORY


UNIT TRUST

PRS

GREAT VISION ADVISORY GROUP

FAMILY TRUST


1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model


Complete CA Puzzle

LIFE UTTakaful

GI / EBMortgage PRS




1. Effective Management Structure2. Systematic Business Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model5. Great Vision Portal


GREAT VISION



1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model5. Great Vision Portal6. Sales Management System


Sales Management System




1. Effective Management Structure2. Systematic Operation Structure3. ONE Stop Financial Services Platform4. Distinctive Business Model5. Great Vision Portal6. Sales Management System7. Comprehensive Training System


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


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


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


We created …



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


We created …



2004

2005

2006

2007

2008

2009

2010

2011

2012

2003

NEC – Networking Platform for SME Chinese

Community10

Years

National Entrepreneurs Convention


2003 – 2012 Speaker Panel

SME International Forum

Annual Investment Seminar


Co-organized with Huazong, Sin Chew Daily & Great Vision


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



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

Thank You


Why Great Vision

Investor Relations

Transcript of Why Great Vision