28/08/2017
PWG Asia's Needs-based Sales Process
At PWG Asia, we believe in a methodical and disciplined approach to financial planning, which helps our clients make informed and sound financial decisions:
DISCOVERY
• Listening to key concerns & objectives
• Discussing what financial planning can do to achieve key objectives
• Gathering key information such as personal & employment details, financial information, objectives & priorities, risk tolerance, time horizon, etc.
ANALYSIS & PLANNING
• Accessing key information and & determining what gaps exist
• Constructing a plan to meet key objectives
RECOMMENDATION
• Explaining specific solutions to match key objectives
• Implementing the plan
MONITORING & REVIEW
• Reviewing changes (if any) arising from personal circumstances or external developments
• Ensuring solutions are meeting key objectives
