Adopt DOME management approach to benefit new entrants or existing financial services professionals in serving their clientele base in our independent financial advisory services platform.
2. Think Independent
• What is an iFA & iFA Rep
• What belief system do we have installed for our
clientele base
• DOME FP System
• A good head start
• Project 100
• Simple & Focus-Driven Selling
• How to sustain
• Activity Based System (ABS)
• iFA è programmingć
• FA Support & Training (FAST In-house System)
• Auto-piloting
• Chart out your personalized path
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3. Be the same,
but Do Things Differently
• Values Proposition
• Clarity
• Balance
• Focus
• Confidence
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4. Training
• Monthly Sales Meeting
• Monthly Wealth Management Forum
• Financial Consultant Program
• G-60 program
• Weekly 1-1 Coaching
• Skill-based sharing session
• Internalize DOME Management
• iFA è programming by 7CAPITAListć
• Conceptualized The FA Modelling
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