汇一计划 9月 14, 2021by Jacky Hui 培训课程 从业内立足到发展业务，新代理人将接受像营业许可，销售知识和营销策略等相关的培训和指导。最终建立自己的公司， 甚至业务传承。 几乎每週的每一天都致力於一个特定的培训领域： 销售和市场营销，合规性，案例研究， 执照的考前预备，产品知识等。有了内部培训师和首席合规官的指导，成员将轻松取得他们所寻求的答案。向 CEA、CFP、CIM、CLU、CPA、MDRT、COT 和 TOT 的培训师学习。 汇一平台会提供赞助支持给合资格的会员，以此帮助他们启动自己的公司业务。 汇一$6000业务启动资助 Real Life Case Studies: RRSP Meltdown, A Tax Efficient Strategy 2 (Investment $300K) ▶ Tax Filing Tips for Self-employed ▶ Prospecting Strategies - Real Results of Transferring In ▶ Executive Health Plan ▶ Sharing of First-Hand Experience in Using Social Media to Generate Business Success Stories & Areas of Improvement ▶ $70,000 Extra Commission Campaign & Business Plan ▶ 客源拓展活动 汇一平臺为成员提供每半月度的客户财税规划讲座，以帮助成员定期和客户有联係，创造接连及转介业务，同时在行业中建立自己的声誉和品牌。协助汇一成员为客户提供最好的服务，让他们在激烈竞争中脱颖而出。 Tax & Estate Planning with Guest Speaker CPA CA CFP TEP Jos Herman ▶ 7 Rebound Investment Tactics #1 Dollar Cost Averaging #2 Leverage Timing (Mandarin) ▶ 7 Rebound Investment Tactics #1 Dollar Cost Averaging #2 Leverage Timing (Cantonese) ▶ RRSP RRIF 3 Mistakes 9 Solutions #7 Individual Pension Plan #2 Child First Time Home Buying (Mandarin) ▶ 12 Executor Tactics - #7 Participating Cash Value + #9 Avoid 4 Real Estate Tax (Cantonese) ▶ 12 Executor Tactics - #7 Participating Cash Value + #9 Avoid 4 Real Estate Tax (Mandarin) ▶
