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Business Meeting Agenda Powerpoint Template

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Meeting Agenda

Transcript: Communication between the consultants and the Support wastes time - Give consultants viewing rights on the logged calls. Consultants communicates with each other and not the clients. Logging cases wastes time, faster way of logging cases? Automatic response on request for support calls. When Consultants email their call information, some details are left out regarding client and call details. HM requirement(Lorette) import to Enterprise Architect X3 Consultants BPMN (Rene) Internal Sales BPMN CRM department Customer Service (Therna) NPS (Leverne) New PM (Leona) Questions Redefine details to consultants regarding email logged system. Allow viewing rights to consultants with regards to cases logged.(CRM already has such a system) Consultants client interaction must be tracked more carefully and the following details should be added to emails: client name and number and call details. Current Work in Progress Client Care Department Training (Marili) CRM department Customer Service (Therna) NPS (Leverne) New PM (Leona) Solutions to Client Care Department Meeting Agenda Business process model Client Care Department Visio BPMN Training Department Problems Problems in the Client Care department No record of training attendees, request for training certificate. Forms timeous. Feedback from client not in electronic format. Consultants start training without confirmation. Enterprise Architect Current Work in Progress AccTech Systems Single Desktop edition: R1,459.84 iPlan uses Professional edition EA Lite - Viewing Not regarded as serious - internal. No internal handover - "Go Live" Consultants bill without confirmation. (Meanwhile pre-paid) Send balk emial to AccTech staff informing - "Go Live"

Meeting Agenda

Transcript: World Class Products Education Funding Calbeth Alaribe 7/28/2018 Budgeting / Accounting Retirement Planning Financial Advisory Coordination Bell Financial Group Financial Planner Financial Services Investment Advisory Trend 1 Insurance Trend 2 2nd Opinion Trend 3 Holistic Planning Miles & his team serve clients who spend their lives living. They want to go on vacation. They want their families protected. They want clarity on how to reach their goals. They want a quality retirement. They want to empower their children. They want a plan that works regardless of the economy or markets. Most of all, they appreciate and respect having a plan that gives them clarity and confidence. Our Team Bell Financial Group Associate Financial Rep. Insurance Operations Director Shae Shae Maloney Associate Financial Rep. Director of Operations Morgan Morgan Bowerman Financial Advisor ChFC, CLU, CFP Director of Investments Chris Bodney Chris Bodney Associate Financial Rep. Director of Client Experience Sean Sean Rynewicz Present Needs & Future Planning Protection Planning Insurance Advisor Currently no insurance to protect your paychecks Currently not enough emergency cash reserves Financial fall back today would be devastating Protection of Income Income 1 Solution 2 2 Life Solution 3 3 LTC Solution 4 Down Markets 4 Working together Next Steps: Working Together Tiers of service Tiers of service Tier 1 Tier 1 Tier 2 Tier 2 Tier 3 Tier 3 Pricing Pricing Standard Standard Premium Premium FAQ FAQ Tax Savings Growth Objectives & Challenges Investment Portfolio Manager Spending money before savings Treating Savings like a bill Eating out, spending habits Challenge 1 Spending Habits 1 Want Liquidity: access to money Want Growth: more than a basic savings Want Tax Efficiency: don't pay taxes if not necessary Challenge 2 Where To Save? 2 20% of annual income Tax Separation: some pre-tax, some post-tax Pick an amount that is "Meaningful & Doable" Challenge 3 How much should I save? 3 Estate Planning Services Estate Planning

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