Aim

This 2-day PURPOSE™ Management & Productivity Management workshop gives a holistic overview of a boosting your business Productivity in a Purposeful manner as frameworks to model your Professional Practice for your business. Click here to download the workshop brochure

Purpose and Benefits

Professionals will reflect upon your own Purpose in Life and be secure in your Professional Identity. Participants will gain insights into the following using Field-Tested methods and Proven Strategies:

  • PURPOSE™ Management
  • Being secure in your Identity in this Profession
  • Setting Personal Mission Statements
  • Setting SMARTER Goals
  • Different Personalities
  • Different Money Personalities
  • Designing Client Networking List
  • RIGHT™ Time Management
  • Achieving your Maximum Capacity
  • Increasing Your Influence
  • Inspiring Your clients and advisers to great heights
  • SELF™ Management
  • Health and Wealth

Fulfil your calling and achieve the potential you truly deserve. Do what is right, purposeful, important in a smart way. Achieve your maximum capacity and get ready to set the world ablaze!

In this workshop, we will delve deeply into the 7-Step PURPOSE Management Process and how all these can lead to greater productivity and purpose in your business. There will be an introduction into the effective strategic management of your business environment to poise your business for strategic growth (GROWTH Management).

This module is part of the 7-Module Certified KASHGROWTH Professional (CKP™) series. Completion of the CKP™ Series will strengthen your Identity as a Professional, positively Impact your clients’ finances & enhance the knowledge you will be Imparting to them. This will subsequently increase your Influence over their lives and Inspire them to achieve even more. Participants can expect to enhance their Professionalism, enlarge their Productivity and expand their Profitability.

Learning Outcomes

By the end of the workshop, participants will be able to:

  • Understand the Leadership and Competence Framework – YOUR KASHGROWTH™
  • Understand and Apply the PURPOSE™ Management
  • Understand and Set Personal Mission Statements
  • Understand and Set SMARTER Goals
  • Understand and Apply Different Personalities
  • Understand and Apply Different Money Personalities
  • Understand and Design Client Networking List
  • Understand and Apply RIGHT™ Time Management
  • Understand and Apply your Maximum Capacity
  • Understand and Apply SELF™ Management

in a business meeting environment with your clients as part of the wealth planning process in advising clients.

Participants will also be able to

  • Briefly describe the Journey to RETIRE™ framework,
  • Briefly describe the Journey of HEALTH™ framework,
  • Briefly describe the Journey for LEGACY™ framework,
  • Understand CLIENT™ Management to effectively perform Client Attraction & Client Retention
  • Recognise the PRACTICE™ Management framework to better organise your professional practice
  • Recognise the GROWTH™ Management Framework to better identify the various factors that can poise your business for strategic growth.

Target Audience

  • Wealth Managers, Financial Professionals
  • Estate Planners, Will-Writers
  • Bankers, Relationship Managers

Financial Intermediaries aspiring to enter the estate planning market will be more equipped and more confident. Senior Financial advisers will now have a comprehensive framework that consolidates all of their previous learning into an easy-to-remember and easy-to-present “Journey Style” presentation. Managers and mentors can deepen their learning and adopt a more holistic approach to coaching their advisers.

Instructional Methods

The program will be conducted through case studies, role plays, short lecturing, group discussions and sharing, personal reflections and peer learning. This program is designed using adult learning concepts. Gayne’s and/or KOLB’s design theories are applied together with sound design principles and effective retention strategies in an active learning environment using different instructional methods so that different types of learners (Visual/Audio/Tactile/Kinaesthetic learners) can achieve the learning outcomes and subsequently transfer and apply their learnings in their workplace.

Start growing your financial planning business

Sign up for this course (worth SGD 2500) today and get a special discount!

Name of Organisation/ Course OwnerFinerty Academy Pte Ltd. All materials, trademarks, slides, presentations, ideas, concepts, etc are owned by Finerty Academy Pte Ltd and Chua Kim Peng. All rights reserved