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Public Draft, Vanida's learning curve - Coggle Diagram
Public Draft
Vanida's learning curve
Early Months MRU 3.0
Fom Just Diving to J'Investis (3 months)
Handeling Buget Corporate
Maison & Mazda
Handeling own Personal Budget & purshases (wishs)
Account future wishes + savings objectives
Handeling MRU by herself
Taxes / Wages / Fees
Accounting / Invoices classified
Government Communications
Check Budget Forecast EOY (Jully 26) + (Y+1)
Communication skills
Private Banks Meetings (Technical)
Government entities meetings (strategic)
Clients Communications
In person private events
Cold approach
Previous Network
Chats Whataspp
Psychology (write with heart)
Clients' table follow up
Chasing operational solutions: Service providers
Cold emails and webmeetings
Back to Switzerland 2.0 (10 months)
Objectives
Business Structure
Keep handeling MRU
Learn about structures combinations + understanding
Personal
Carte Vitale
Future stay in FR/CH: Mariage - Visa
Hold Savings objectives
Personal Growth = PRACTICE
Improve own self understanding and reaction management
The power of full engagement
Leading with character + Personal Credo
Improve of client's acquisition skills + engagement / communication
Sales Techniques given specific context
Spycho skills given specific clients
Trainings / practice
Understanding place of CEO
To understand me better / support me accordingly
Understanding Key formation points
to delegate clients first steps by steps
Combine with One notes / Ankey trainings + previous QCM's
Train her to train clients on it later on