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Leadership
SLII
Blanchard Management Essentials
Building Trust
Coaching Capacity
Coaching Essentials
Coaching Services
Digital Learning
Diversity, Equity, and Inclusion
Government Solutions
Leadership Point of View
Leading People Through Change
Leading Virtually
Legendary Service
Self Leadership
Servant Leadership Essentials
Team Leadership
Sales
Prospecting2Win
Consultative Selling Skills
Strategic Client Book Management
Strategic Account Management
Business Planning & Strategy
Strategic Advisory Conversational
Strategic Portfolio Review
Advisory Camp 1&2
Productivity
Coaching
Executive Coaching
Sales Coach
Leadership Coaching
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+65 2134 5678
Contact Us
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Solution
Leadership
SLII
Blanchard Management Essentials
Building Trust
Coaching Capacity
Coaching Essentials
Coaching Services
Digital Learning
Diversity, Equity, and Inclusion
Government Solutions
Leadership Point of View
Leading People Through Change
Leading Virtually
Legendary Service
Self Leadership
Servant Leadership Essentials
Team Leadership
Sales
Prospecting2Win
Consultative Selling Skills
Strategic Client Book Management
Strategic Account Management
Business Planning & Strategy
Strategic Advisory Conversational
Strategic Portfolio Review
Advisory Camp 1&2
Productivity
Coaching
Executive Coaching
Sales Coach
Leadership Coaching
Assessment
Engagement & Culture
Certification
About Us
Clients
Resources
Newsletters
Research & Insights
Podcast
Blog
Bookstore
Event & Workshops
Webinar
Upcoming Workshop
Menu
Solution
Leadership
SLII
Blanchard Management Essentials
Building Trust
Coaching Capacity
Coaching Essentials
Coaching Services
Digital Learning
Diversity, Equity, and Inclusion
Government Solutions
Leadership Point of View
Leading People Through Change
Leading Virtually
Legendary Service
Self Leadership
Servant Leadership Essentials
Team Leadership
Sales
Prospecting2Win
Consultative Selling Skills
Strategic Client Book Management
Strategic Account Management
Business Planning & Strategy
Strategic Advisory Conversational
Strategic Portfolio Review
Advisory Camp 1&2
Productivity
Coaching
Executive Coaching
Sales Coach
Leadership Coaching
Assessment
Engagement & Culture
Certification
About Us
Clients
Resources
Newsletters
Research & Insights
Podcast
Blog
Bookstore
Event & Workshops
Webinar
Upcoming Workshop
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
Result Client
Result Client
Bank Cimb Niaga
Axa Mandiri
Keep find best solution
Capital Life
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Sosial Media
Follow us for weekly leadership & sales insights
in
Connect
+65 8613 5868
info@momenta.biz
© momenta
Solutions
About
Clients
Resources
Event & Workshops
Privacy Policy