Monday, July 23, 2012

My Beliefs. My Principles. My System.

In addition to my strong belief, my guiding principles, my robust system, I could like to explain my planning process which I call it "H.E.A.R.D."

More often than not, people want to be heard and once they have been heard, they will want to hear from you more. Thus we could delight our clientele and "heard" what they have to say and not to "hurt" them for not achieving their goals during the process.

In a nutshell, "HEARD" is a financial planning process to provide a path to construct client-adviser relationship, a mutual agreement to work hand-in-hand for the long haul. Since financial planning is not just about getting a product to have a quick fix, it is a long, tedious and can be quite trying at times, to build trust based on long term mutual commitment on both parties.

Let's this prezi presentation to illustrate my point further.

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