+65 2134 5678

+65 2134 5678

Strategic Advisory Conversational

Positioning Recurring Revenue Opportunities

Our Goals

Our Goals

Learning Objective

Learning Objective

  • Conduct a high impact strategic meeting.
  • Pitch a world-class proposal that will help the client fulfil their needs.

Key Topics

Key Topics

  • The Type of Money I Am Managing (The Money Quadrant)
  • 4 Parts to UNDERSTAND a client’s financial needs/goals
  • 5 mining questions” in order to fully understand and appreciate the context and significance
  • What information do I need to create a world-class proposal? (HCF)
  • Using Risk Profiling Form strategically + anchor questions
  • Structuring a pitch meeting – ROADMAP
  • Portfolio Management: Core-Satellite Strategy
  • Asset Allocation vs Strategic Asset Allocation vs Tactical Asset Allocation
  • 6 Cs – Structuring your proposal

Ready to Get Started?

Please fill out the form below, and we will contact you

Sosial Media

Follow us for weekly leadership & sales insights

in

Connect

Follow us for weekly leadership & sales insights

+65 8613 5868

info@momenta.biz

© momenta

Sosial Media

Follow us for weekly leadership & sales insights

in

Connect

+65 8613 5868

info@momenta.biz

© momenta