Thursday, March 7, 2013

Batam Conference 2013

We just returned from a weekend at the Turi Beach Resort in Batam.  10 of the team were invited for the weekend to help further develop our client value proposition.  With MAS introducing the FAIR recommendations we felt it prudent to spend some time offsite reviewing our business model to see how we can do a better job for our clients.

We came away with 4 key points which include, client servicing and IT, CRM, adviser education and new client support materials.

The implementation work now begins and we have a 100 day plan to achieve our objectives.

We also managed to find a little time to have some fun!

Mark Paine and the rest of the Meyado Singapore team

Mark Paine
Meyado
Singapore
www.meyado.com.sg
Posted by at
Labels: , , , , , , , ,
Location: Batam, Indonesia
Subscribe to: Posts (Atom)

About Me

My photo
I joined Meyado Private Wealth Management as an international financial adviser in 1993. I have lived and worked in the USA, Europe, the Middle East and currently reside in Singapore in South East Asia where I am Managing Director of Meyado Pte. I am a qualified Financial Representative in Singapore under the MAS Financial Advisers Act as well as holding UK FSA CFP and FPC examinations and a BSc in Business and Law from the University of Hertfordshire in the UK. You can contact me at markpaine@meyado.com