Zhong Guo Zheng Quan Bao - Zhong Zheng Wang·2025-12-13 09:40Core Insights - The article highlights the strategic transformation of Guangfa Securities from a product-selling model to a client-centric investment advisory approach, emphasizing the importance of generating returns for clients [2][4]. Group 1: Company Performance - As of the end of Q3 2023, over 95% of clients holding the "Qiji" series solutions for more than three months have reported profits, indicating the effectiveness of the company's investment strategies [1][3]. - The company’s financial product distribution scale reached 350 billion yuan, reflecting a 30% increase compared to the end of 2022, positioning it among the top tier in the industry [1][3]. Group 2: Strategic Transformation - Guangfa Securities initiated a strategic shift in 2016 towards a buy-side advisory model, focusing on client profitability and embedding this philosophy into its corporate culture [2][4]. - The company has implemented a clear transformation path, including the launch of the "Star Investment Advisor" training system in 2016 and the introduction of the "Qiji" series asset allocation solutions in 2023 [2][4]. Group 3: Service Logic Reconstruction - The transformation is based on the "Three Transformations" principle: buy-side advisory, asset allocation, and solution-oriented services, fundamentally restructuring the service logic [4]. - The company has reformed its advisor assessment system to focus on client account returns and satisfaction rather than sales volume, aligning advisor incentives with client interests [4]. Group 4: Team and Technology Integration - Guangfa Securities has built a robust advisory team exceeding 4,700 members, ranking second in the industry, and has embraced digital transformation to enhance service delivery [5]. - The company has developed a comprehensive suite of digital tools to support advisors in market analysis, client profiling, product selection, and risk monitoring, allowing them to focus on complex decision-making and client relationships [5]. Group 5: Future Outlook - The company anticipates the full emergence of the 2.0 era of wealth management in China, positioning itself as a "private wealth steward" to assist families in navigating economic cycles [6].