![Get in Touch Transcend Consulting (I) Pvt. Ltd. 604 Raheja Centre, 6th Floor, Nariman Point, Mumbai 400021. Tel.: +91 – 22 – 40024043 / 44 / 45. Email: [email_address] Website: www.transcend-india.com](https://image.slidesharecdn.com/tpcintro-120210034301-phpapp02/85/Tpc-intro-9-320.jpg)
Tpc intro
- 1. Time To Change - Become a world class Financial Planner - Learn the Art & Science of delivering Financial Planning Services
- 2. Agenda – Introduction to Transcend Partner Channel Introduction Objective of the Business Partner Channel Purpose of Business Partner Channel Overview - Partner Model Overview – Process Good Business Strategy
- 3. Introduction… Questions to consider… Why are you in this business? What have you been doing so far? What do you expect to do in years to come?
- 4. Objective of the Business Partner Channel Revenue Transcend Skills & Mentoring Career / Enhancement Partner Unity & Community
- 5. Purpose of this Business Partner Channel Business Charging fees Implementation logistics Protecting client attrition Branding Skill Marketing / Prospecting Making a Financial Plan Doing Reviews Fund Management / Implementation Industry Competition from counterparts Large companies coming in Support Software Technology Website Community Infrastructure Office Space Staff Regulatory ??? ? ? Can help Cannot!
- 6. Overview - Partner Model
- 7. Overview - Process Marketing (Prospecting) Consulting - Establishing & Defining Client-Planner Relationship Primary Analysis of client data – As is where is – Calling for all data Business Model – Service, Value, Process & Pricing Collect payment & Purchase ePlan Planning Data Collation & Input Solution Building – Assumptions, Analysis, Evaluation Simulations – Knowledge sharing, Skill building, Plan optimisation Customisation – Inputs, recommendations, use of comments Plan Generation (with assistance) Implementation Identify product solutions & implement plan Relationship As close or as far As long or as short Independent Identities Green – Process Steps Blue – What you do Brown – What we do Black - Information
- 8. A good business strategy? Packaging Process Skills Knowledge ME Career Pricing Technology Mentoring
- 9. Get in Touch Transcend Consulting (I) Pvt. Ltd. 604 Raheja Centre, 6th Floor, Nariman Point, Mumbai 400021. Tel.: +91 – 22 – 40024043 / 44 / 45. Email: [email_address] Website: www.transcend-india.com