Linvest workshops

Linvest Services Workshops 1

Linvest Services Workshops

Financial Intermediaries

Financial Planning

Sales & Administration

Interactive, beneficial, effective, practical

www.linvestservices.com


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



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



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


5. My Personal Sales Goal Setting for Success Personal road map for optimal productivity


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:


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


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


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

Touching Lives Financially

mailto:[email protected]

http://www.linvestservices.com/

Economy & Finance

Linvest workshops