We believe that every formal organization requires a philosophy – a faith in a set of collective beliefs - under which it lives and operates successfully over an extended period of time. To not endorse this in black and white may dilute the important beliefs and values of our organization. We hereby state our collective beliefs and their objectives.
We believe in constantly upgrading ourselves in areas of financial planning expertise, insurance related matters as well as current affairs and general knowledge.
To become the experts in the financial planning field. Armed with knowledge in these areas, we can offer outstanding advice in solving our clients’ financial needs in the areas of investment planning, retirement planning, estate planning, disability income needs, family income needs, critical illness protection and children’s education funding needs. Professionalism in what we do would also generate respect from our clients, thus enhancing our reputation.
We believe in providing outstanding after-sales service, keeping in mind that our clients are testament to the very existence of our company, our growth and ultimately, our success. Our after-sales services include:
a) provision of information and referrals to advisors when necessary on investments, insurance, legal matters and all other areas related to financial planning;
b) conducting regular reviews;
c) providing updated summary of clients’ financial and insurance plans;
d) to simply lend a helping hand in other general areas e.g. holidays, wedding arrangements, housing, cars i.e. to be their personal resource person;
At Advisors' Clique, our clients deserve the best they can get. In return, our superb service guarantees a constant source of referrals. This will provide us with a competitive edge in our marketing efforts.
To focus our energies on the graduate market, professionals, top civil servants and small business owners.
Given our experience and qualifications, we believe that these markets will benefit most. It has also been empirically proven that these markets are most likely to invest in an average of 7 policies in their lifetime, hence a lucrative market to carve a niche in.
To promote teamwork in projects for market development, recruitment, training, sales and administrative support. This in turn would mean specialization in various areas.
Firstly, the benefit of two or more associates sharing expertise and working together will allow for growth beyond what a single individual can achieve. Synergy promotes growth and productivity.
Since teamwork allows for specialization, we will have experts in the various functions of our job. As such, all can proceed with confidence into individual areas, unfamiliar as these may seem. Our collective efforts will allow us to rise above our individual limitations and enable us to take on the many challenges in the financial services industry.
To promote a “successful and happy environment” where:
a) associates are proud of himself/herself, the agency and the company;
b) associates make a good living for him/herself and has a good successful image and lifestyle;
c) associates believe in and practice fair play with regards to cases where there are “prospect clashes” and the markets, always adopting a give and take attitude;
d) each associate plays a part in the minimization of politics by settling amicably problems which may arise within the teams in the agency;
e) each associate will observe the general rules of business attire when in the office and refrain from being rowdy.
A successful, cordial and orderly environment will facilitate and promote overall happiness which ultimately will increase effectiveness and productivity. Associates are responsible towards the environment that they work in, so it is crucial that each play their role well and effectively.
We believe in providing associates with the security of a long term career in Advisors' Clique and will :
a) support head office matters pertaining to underwriting, appointments, awards, special product designs and commissions payable;
b) provide the necessary business tools and training. This could be done through either personal training [from experience of senior associates] or through the compulsory attendance of courses [offered by the Company] and external conventions, at various developmental stages of the associates’ career;
c) implement a ‘mentor-mentee’ program especially for new advisors - extremely crucial in their first calendar year.
d) advice and aid in the ‘opening’ of markets for both sales and recruitment.
To support each individual associate, challenge him to realize his utmost potential and help him/ her to fulfill their aspirations and guide them along the path of success.
They should be inculcated from the onset:
a) to possess a co-operative attitude, toward our agency and with each other;
b) to maintain good personal conduct and appearance, reflecting well on Advisors' Clique;
c) to strive and upgrade continuously through the study and application of materials furnished by the agency, company and industry;
d) to pursue and complete CLU/CHFC or CFP within a 36-48 month time-frame;
e) to participate and contribute to group projects unselfishly, thus forming the basis of our future growth, while understanding and accepting the fact that although not all are equally talented, gifted and creative, each of us has our own skill sets, talents and areas of expertise;
f) to strive for and achieve MDRT production levels within their 2nd calendar year, as part of the effort in materializing their lifestyle and career vision.
Understanding the roles as associates would clearly outline the boundaries and the respective responsibilities of managers and associates, thus minimizing “finger pointing” as a result of mismatched expectations from either party.
| < Prev | Next > |
|---|