The Financialists™ Way & System
The Financialists™ Way equip planners to adopt an intuitive mindset, to be able to develop in-depth understanding of clients’ needs before recommending solutions.
The Financialists™ System is an intelligent approach that factors in aspirations and life changes of clients, assisting clients to better plan for their long-term needs.
Structured Coaching & Mentoring
At The Financialists™, all planners will undergo training in The Financialists™ System and learn The Financialists™ Way, where they will acquire knowledge to interact, advise and recommend solutions for different customer segments. they will be assigned with a mentor to guide them through this journey.
Our planners will be taught how to professionally approach and conduct financial planning for the following customer segments in Singapore.
– Mass
– Affluent
– Corporates
– High net-worth
The Financialists™ Flow
Our programme is holistic. It ensures that you know exactly what to do and have the knowledge to support what you say and the solutions you recommend. You will also learn how to present complex financial information in simple ways that your clients can understand and appreciate.
Our programme comprises tried and tested ways, knowledge and skills that of our leaders have accumulated over the years. You don’t just learn from one leader, you learn from a team. You will receive guidance and mentorship along the way. You will continuously learn and grow and achieve quicker and more than you can imagine.
