For more info, visit http://www.greatvision.com.my/

1. GREAT VISION
ADVISORY GROUP
Why Great Vision?
Disclaimer: This Slide is Strictly for Internal Use Only

2. GREAT VISION ADVISORY
Our Vision
To be the leading organization in the
financial advisory industry
Our Mission
To deliver refreshing financial solutions
that meet our clients’ life goals
To provide outstanding career
opportunities for our people
Disclaimer: This Slide is Strictly for Internal Use Only

3. GREAT VISION ADVISORY
1. Effective Management Structure
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4. Board Council
Executive Council
Management Team
Group Agency
Manager
Middle Manager
James/ Alex/ Choo SL/ Kelvin Ng/
Andy Tang/ Edward/ William/ Andy
Yap
Alex/ Kelvin Ng/ Andy Tang/ William/
Andy Yap/ SK Tan/ Sammie/ Neo/
Anthony Tan/ Jack Lai
All BU Heads / Asst. Bu Heads &
Sub Divisional Head on Mortgage,
Takaful and Unit Trust
ALL GAM
ALL BDM & ASM
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5. FUTURE BEGINS NOW.
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Our Team

6. GREAT VISION ADVISORY
1. Effective Management Structure
2. Systematic Operation Structure
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7. GREAT VISION
Back End
Support
Distribution
Channel
Product
Innovation
Disclaimer: This Slide is Strictly for Internal Use Only
Marketing
Development
Education
& Training
Finance
Management
IT System
Support
Human
Resource

8. Back End
Support
Sales &
Marketing
Business
Units
Financial
Services
Platform
Disclaimer: This Slide is Strictly for Internal Use Only
GREAT VISION

9. Back End Support
Kelvin Andy Edward
Admin &
Operation
Accounts /
HR / IT
Marketing
Support
Disclaimer: This Slide is Strictly for Internal Use Only

10. Kelvin
Admin & Operation
Admin
Support for
both LIFE &
TAKAFUL
Admin
Support for
Unit Trust
Business
Client
Services
Division
Associates
Support &
Management
Disclaimer: This Slide is Strictly for Internal Use Only

11. Andy
Marketing Support
Product
Innovation
Associate
Tranining
Market
Exploration
Annual
Meeting
Arrangement
Media
Contacts
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12. Edward
Accounts
Division
Accounts, HR & IT
Human
Resource
IT
Support
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13. Back End
Support
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Sales &
Marketing
Business
Units
GREAT VISION
Financial
Services
Platform

14. Life CA
Kelvin
Financial
Services
Operation Services Support
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Personal, Family &
Business Financial
Planning
CA
AIA
Gibraltar

15. Financial
Services
Operation Services Support
Life CA
UT CA
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Funds Solutions
• Hwang
Investment
• Hwang PRS
• AIA PRS
Andy Yap

16. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
SK TAN
Disclaimer: This Slide is Strictly for Internal Use Only
Takaful Insurance
• AIA Takaful
• Bumi Marketing

17. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
Bank Loan
Disclaimer: This Slide is Strictly for Internal Use Only
William
Bank Financial
Products
• MayBank
• MayBank(SME)
• MayBank
(Singapore)
• OCBC
• AIA
Central Ipoh Penang JB
Ben Jack Steven William

18. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
Bank Loan
GI / EB
Disclaimer: This Slide is Strictly for Internal Use Only
GI Providers
• AIA
• QBE
• MSIG
• ETIQA
• Jernih
• Kurnia
• Chartis
• Lonpac
• Tokio
• Multi-P
Alan
Assistant:
Damian
EB Providers
• AIA
• Takaful Malaysia

19. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
Bank Loan
EB Special
Task Force
Disclaimer: This Slide is Strictly for Internal Use Only
EB Worksite
Marketing
• Employee Benefit
• PRS
• Unit Trust
• Mortgage
• Life Insurance
Neo Sammie GI / EB

20. Financial
Services
Operation Services Support
Life CA
UT CA
GI /EB
Biz Advisory
Disclaimer: This Slide is Strictly for Internal Use Only
Takaful CA
Bank Loan
EB Task Force
Business Advisory
• Biz Succession
• Personal & Family Wealth
Planning
• Biz Continuation
• Employee Retention
• Tax Planning
Dato’ Chua Assistant：Darian & Dave

21. Operation Services Support
Private Client Services
• Family Trust
• Charity Trust
• Financial Security
Program
• Asset Protection Trust
• etc
Financial
Services
Life CA
UT CA
GI /EB
PCS / TRUST
Andy
Assistant：
Cheah Teck Wai
Disclaimer: This Slide is Strictly for Internal Use Only
Takaful CA
Bank Loan
EB Task Force
Biz Advisory

22. Financial
Services
Operation Services Support
Disclaimer: This Slide is Strictly for Internal Use Only
Life CA
UT CA
GI /EB
Marketing
Performance Development，
Marketing, Networking &
SME Focus
• SME International
Forum
• Investment Seminar
• Wealth Management
Workshop
• Financial Product
Innovation
Andy
Takaful CA
Bank Loan
EB Task Force
Biz Advisory
PCS / TRUST

23. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
Bank Loan
GI /EB
EB Task Force
Disclaimer: This Slide is Strictly for Internal Use Only
Biz Advisory
PCS / TRUST
GV Excellent Achievers
EAC Activities
• Achievers Recognition
• MDRT
• COT
• TOT
Anthony
Marketing
GV EA

24. Back End
Support
Disclaimer: This Slide is Strictly for Internal Use Only
Sales &
Marketing
Business
Units
GREAT VISION
Financial
Services
Platform

25. Management Team
Total 12 Branches
SETIA ALAM KUALA LUMPUR IPOH KUCHING
MID VALLEY SURIAN PENANG MENTAKAB
PUCHONG JOHOR BAHRU PRAI SEGAMAT
Disclaimer: This Slide is Strictly for Internal Use Only

26. GREAT VISION ADVISORY
1. Effective Management Structure
2. Systematic Operation Structure
3. ONE Stop Financial Services Platform
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27. GREAT VISION ADVISORY GROUP
ONE Stop Financial Services Platform
LIFE
TAKAFUL
GI
EB
MORTGAGE
BUSINESS ADVISORY
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UNIT TRUST
PRS
FAMILY TRUST

28. GREAT VISION ADVISORY
1. Effective Management Structure
2. Systematic Operation Structure
3. ONE Stop Financial Services Platform
4. Distinctive Business Model
Disclaimer: This Slide is Strictly for Internal Use Only

29. GREAT VISION ADVISORY
Complete CA Puzzle
UT
GI / EB
PRS
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30. GREAT VISION ADVISORY
1. Effective Management Structure
2. Systematic Business Structure
3. ONE Stop Financial Services Platform
4. Distinctive Business Model
5. Great Vision Portal
Disclaimer: This Slide is Strictly for Internal Use Only

31. GREAT VISION
Disclaimer: This Slide is Strictly for Internal Use Only

32. GREAT VISION
Disclaimer: This Slide is Strictly for Internal Use Only

33. GREAT VISION ADVISORY
1. Effective Management Structure
2. Systematic Operation Structure
3. ONE Stop Financial Services Platform
4. Distinctive Business Model
5. Great Vision Portal
6. Sales Management System
Disclaimer: This Slide is Strictly for Internal Use Only

34. GREAT VISION ADVISORY
Sales Management System
Disclaimer: This Slide is Strictly for Internal Use Only

35. GREAT VISION ADVISORY
Disclaimer: This Slide is Strictly for Internal Use Only
Sales Management System

36. GREAT VISION ADVISORY
1. Effective Management Structure
2. Systematic Operation Structure
3. ONE Stop Financial Services Platform
4. Distinctive Business Model
5. Great Vision Portal
6. Sales Management System
7. Comprehensive Training System
Disclaimer: This Slide is Strictly for Internal Use Only

37. CIP
iPOS Tool
Concept of
Life Planning
& opportunity
in the
market. New
recruits
training
KICK
To know
about the
basic sales
cycle, the
basic
concepts of
Life
Insurance &
the
approaches
SEED
To explore
into
Individual
Financial
Needs at
different life
stages & to
master the
skills and
abilities to
secure &
keep clients
GROW
To learn on
how to have
cross selling
opportunities
on both
individual &
business eg.,
Funds,
Mortgage,
PRS, GI/EB,
Loans.
CROSS
Enhance
skills in Need
Based
Selling.
Learn on
Family Trust,
Estate
Planning,
Wealth
Preservation
PEAK
To explore
into Business
Financial
Planning. To
learn on Key
Management
Program,
Debt
cancellation,
Personal &
Family Wealth
Planning
SCORE
EXAMS
PCE
CEILI
TBE
PRS
UT
A Mandatory
Course to be
attended by all
new associates
Managing
Client via
Single Needs
Sharpen
approaching
Skills via
Multiple Needs
Personal &
Family
Financial
Planning
Approach
Business
Financial
Planning
Approach
• Fact
Finding
• Financial
Health Scan
• Grow with
your clients
& beyond
• To turn
Customer to
Clients via GV
Platform
• Complete cycle
of Personal &
Family
Financial
Planning
Financial Life
Planner
CAREER
Development
Program
• Why Change?
• Why FP?
• Why GV?
RFP 1
Fundamentals of Financial Planning
RFP 2
Risks Management & Insurance Planning
Products & Technical Knowledge 7 Habits of Highly Effective People
Disclaimer: This Slide is Strictly for Internal Use Only

38. BAMC
Examination
Basic agency
management
course that
gives
overview of
agency
leaders’ roles
& functions
BAMC
3-course
series which
provides
inputs on
recruitment,
development
& retention of
agents
FLS
Requirements
of the agency
manager’s
position, its
major
components
& how those
responsibility
should be
carried out
ELM
Develop &
enhance
management
skill in areas
of planning,
recruiting,
selection,
training &
performance
appraisal
AMTC
Enhance
skills in
recruiting,
planning,
market
development,
business
management
& productivity
improvement
FSM
Provides
leaders with
background,
skills &
techniques
necessary to
manage &
develop
financial
advisors
PMW
Aspiring leaders
training
Course to be
completed
before promotion
to BDM
GAMA’s Field
Leadership
Series course,
to be
completed after
promotion to
BDM
GAMA’s
Essentials of
Leadership &
Management, to
be completed
before
promotion to
GAM
LIMRA’s 23-
week skill-building
course,
to be completed
after promotion
to GAM
LIMRA’s Field
Management
Seminar Series
LIMRA’s
Profitable
Management
Workshop
• Finding,
• Building &
• Keeping the
right people
• Managing
performance
• Critical
management
skills
• Sharpen
Management
Skills
• Brilliant
Performance
• Selecting &
Coaching
• Role Model
CIAM / CMFA
Thesis Writing
 Effective Coaching & Counselling Program
 Junior Team Building Program
 Management Team Building Program
LEADERSHIP
Development
Program
Business Development Manager (BDM) Group Agency Manager (GAM)
Disclaimer: This Slide is Strictly for Internal Use Only

39. GREAT VISION ADVISORY
1. Effective Management Structure
2. Systematic Operation Structure
3. ONE Stop Financial Services Platform
4. Distinctive Business Model
5. Great Vision Portal
6. Sales Management System
7. Comprehensive Training System
8. Branding & Positioning
Disclaimer: This Slide is Strictly for Internal Use Only

40. We created …
Disclaimer: This Slide is Strictly for Internal Use Only

41. GREAT VISION ADVISORY
1. Effective Management Structure
2. Systematic Operation Structure
3. ONE Stop Financial Services Platform
4. Distinctive Business Model
5. Great Vision Portal
6. Sales Management System
7. Comprehensive Training System
8. Branding & Positioning
9. Workshop & Seminar
Disclaimer: This Slide is Strictly for Internal Use Only

42. We created …
Disclaimer: This Slide is Strictly for Internal Use Only

43. 10 Years
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
NEC – Networking Platform
for SME Chinese Community
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44. 2003 – 2012 Speaker Panel
National Entrepreneurs Convention
SME International Forum
Disclaimer: This Slide is Strictly for Internal Use Only

45. Annual Investment Seminar
Co-organized with Huazong, Sin Chew Daily & Great Vision
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46. GREAT VISION ADVISORY
1. Effective Management Structure
2. Systematic Operation Structure
3. ONE Stop Financial Services Platform
4. Distinctive Business Model
5. Great Vision Portal
6. Sales Management System
7. Comprehensive Training System
8. Branding & Positioning
9. Workshop & Seminar
10. Nationwide Expansion
Disclaimer: This Slide is Strictly for Internal Use Only

47. Total 12 Branches
80 Supporting Staff / 30 Group Agency Managers
/ 60 Business Development Managers /
600 Business Associates
Nationwide Network
宏愿理财机构– 全马布局
 Prai

Ipoh
Penang
Klang PJ
 Mentakab
 Mid Valley  Kuching
Surian Puchong
Segamat
 JB
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48. Thank You
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