Our Support
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OUR SUPPORT
If you are looking for a platform that is committed to your success, invests in your learning and provides systematic support to build your financial advisory business, we believe we are the right place for you. Connect with us to find out more.
Your Success, Your Way
How would you define success? Is it by the size of your bank account? The number of likes on your Facebook post? The level of impact you made in this world? Or simply just to take care of the people you love?
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Whatever your definition is, we believe that you owe it to yourself to manifest your success, on your terms, in your way.
60over
case studies of success
Connect with us to learn more about the stories of ordinary people who pursued their versions of success and carved out paths that best serve them.
31% of our consultants achieve MDRT in their first full year
66% of our consultants are 2021 MDRT qualifiers
Team Production grew by 128%
in the last 6 years
We support you in your journey
You may be a fresh graduate, longing to experience the dynamic and fast-paced world of financial advisory; a salaryman or woman who is tired of climbing the corporate ladder and not being rewarded according to your efforts; or an experienced Financial Consultant of another firm who did not receive the necessary support for your career breakthrough.
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With the right training, support and systems, we will work with you to achieve your business and personal goals.
Below are the different ways that we help our Financial Consultants to build a long-term, sustainable business for themselves.
Growth-oriented Culture
Our organization culture has a strong focus on collaboration in service of high performance outcomes. With a foundation of psychological safety, you can fearlessly pursue excellence and work towards becoming the best version of yourself. Be part of a work environment that promotes continuous growth and learning. Don't just survive. Thrive with us!
Branding & Marketing Support
Set yourself apart from the rest of the market; get your brand out there. Share your unique value proposition with the rest of the world through our branding and marketing support. From raising social media exposure to creating your own informational channel - we want to help you build more brand awareness and reach out to your target customers.
Corporate Services Suite
To support your work with companies and business owners, we have a multi-partner platform where you can provide options for your business clients. Beyond taking care of their employee benefits and business insurance, impress them with your commitment to serve through our organizational learning partners to impact their company beyond finance.
Client Engagement System
Maintaining a long-term advisor-client relationship requires care, competency and consistency. Leverage on our system and find the best suited way to relate and stay connected with your clients. Provide relevant, timely and useful tips, webinars and offers that can potentially better their quality of lives and strengthen your relationships with them.
Client Campaigns Support
Offer exclusive deals to your clients and their network; out-serve them as compared to other consultants in the market. From time to time, your clients will have access to first-in-market products, promotional offers and enjoy referral privileges when they recommend new clients to you. Tap on our support system to generate leads and provide value that is unparalleled in the market.
Unique Remuneration Model
Our remuneration model is designed with you and your business sustainability in mind. For new joiners, your first year in this career is supported by an allowance package. With access to products that provide passive income and opportunities to receive mentoring fees, you can expect to double your income and half your work load in the following years with us.
Structured Training System
As the saying goes, "the taller the tree, the deeper its roots". We believe that building a strong base at the start of the career is vital because your future growth and innovation depends sorely on it. Learn from our team of multi-year MDRT practitioners who will share their mindset, skillset, personal habits and business success formulae with you in 90 days.
Robust Admin & IT Support
Proper documentations and records keeping are very important in this business. That is why finexis invests heavily into equipping our financial consultants with sales tools that are user-friendly and easy to manage. From online application apps to product comparison programs and social media enablers, you will definitely find the right tools that will serve your business needs.
Our Core Principles
These 5 Principles lays the foundation of our approach towards this business.
OWN OR BE OWNED
Own our words, our actions, our decisions. Not making a decision, is also a decision in itself. Which would you choose - make your own decision or let others dictate your path for you?
CHOOSE THE RIGHT PEOPLE
Choose your environment and people consciously, because we are the average of the five people we hang out with. We believe that our Consultants should choose their clients, so that that they can serve them well.
GROWTH THROUGH COLLABORATION
Growth is a desire to expand beyond our existing, known limits. And we believe the best way to do this is through the perspectives and insights of others, when we engage in collaborative work.
FARM AND NOT HUNT
When financial consultants think of clients as partners fostering a mutually beneficial relationship, instead of "preys" for survival, it enhances the client-advisor relationship and improves referrability.
FIRST LAUGH, LAST LAUGH
Achieving long term sustainable results requires us to commit, reflect and track our progress towards our goals. It is also doing things right and not sacrifice the longevity of the business for short term profits.