Establishing a Goal-Based Asset Management Sales Model
First written in FY2016. 10 of 14 entries say "Advanced", first in FY2024-Q2. Latest entry: 2026-07-29.
0 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「To establish a GBA sales model, we began rolling it out at selected stores on a trial basis in April 2025 and have been steadily engaging in dialogue with customers and their families. By rolling it out at all stores from April 2026, we are working to implement the GBA sales model more thoroughly.」
The Group is expanding the implementation of its goal-based approach sales model, moving from trials at selected stores in April 2025 to a rollout at all stores in April 2026. - FY2026-H1AdvancedAnnual report
「We are seeking to shift from the conventional market-based approach (MBA), in which financial institutions recommend financial products such as stocks and investment trusts that they believe may offer price appreciation or yields, to a goal-based approach (GBA) sales model. Aizawa Securities' GBA sales model provides plans tailored to each customer's life plan and desired goals, together with comprehensive support for asset management and asset building that goes beyond individual transactions.」
The Group has explicitly stated its transition from the conventional MBA to a GBA sales model, providing plans based on each customer's life plan and goals together with comprehensive support. - FY2025AdvancedAnnual report
「To help customers achieve goals such as their life plans, dreams, and hopes for the future, we will stand alongside them continuously and over the long term, focusing on proposing recurring-revenue products through a goal-based approach.」
The Group has made goal-based asset management sales a core business strategy, defining it as the ongoing, long-term proposal of recurring-revenue products based on customers' life plans and hopes for the future. - FY2025-H1RestatedAnnual report
「At Aizawa Securities Co., Ltd., which operates the securities business, we aim to be professionals in investment management advice and follow-up who stand alongside customers until they achieve their asset management and asset-building goals and provide optimal advice as their partner in asset management and asset building.」
The Group is reaffirming its sales model of standing alongside customers until they achieve their goals, positioning it as expertise in serving as a partner in asset management and asset building and in providing investment management advice and follow-up. - FY2024-Q3RestatedAnnual report
「Since August 2023, we have been working to propose services tailored to each customer's life, including the launch of a goal-based wrap service, marketed under the name Smile Goal.」
The Group has reiterated that sales of the goal-based wrap service Smile Goal began in August 2023. No new milestone has been indicated since the previous quarter. - FY2024-Q2AdvancedAnnual report
「As initiatives to establish an asset-building business, we have expanded regular-investment products such as investment trusts and wrap products, and began selling a goal-based wrap service, marketed under the name Smile Goal, in August. The service proposes asset management plans based on each customer's hopes and goals for the future and supports the realization of long-term life plans through ongoing follow-up.」
To realize goal-based asset management sales, the Group began selling Smile Goal in August, providing asset management plans based on each customer's hopes for the future and ongoing follow-up. - FY2017RestatedAnnual report
「Goal-based asset management sales are not an extension of conventional sales methods. We will gradually transition to goal-based asset management sales by adopting a Solution Style sales approach and developing sales personnel through training and coaching.」
The Group is maintaining its policy of transitioning to goal-based asset management sales and has identified Solution Style and training and coaching as the means of transition. - FY2016First statedAnnual report
「To achieve this, we aim to realize goal-based asset management sales and will also work to further strengthen wrap services (discretionary investment management services), in addition to our existing sales strategies of strengthening sales capabilities (passionate sales), foreign stocks (Asian stocks), and solution services.」
The Group has established a sales model centered on managing assets based on customers' life goals as a management objective.