Jin Rong Jie·2025-12-30 09:08Group 1 - The core value of fund advisory is highlighted, addressing the industry pain point where 720 million public fund investors face challenges such as selecting from numerous funds, lack of professional knowledge, and frequent trading behaviors [3] - The "three parts investment, seven parts advisory" approach is emphasized to achieve dual alpha returns, with specific strategies outlined for constructing advisory portfolios [3] - The importance of investor education and continuous support is stressed, showing that educational efforts can increase the probability of investor profitability by 19.1% [3] Group 2 - The development trajectory of China's public funds is traced, revealing a growth to 36.1 trillion in scale and 13,000 products, alongside the necessity for brokerage wealth management to transition from channel services to buyer services [6] - The core logic and processes for introducing financial products are detailed, focusing on due diligence across macro, meso, and micro levels for public products, and governance and risk-return matching for private products [6] - Strategies to respond to industry fee reduction trends are proposed, including expanding retained scale and transitioning to buyer advisory services [6] Group 3 - The course series effectively clarifies the core framework of wealth management and conveys an industry value perspective centered on client interests, serving as a practical model for talent cultivation in the wealth management sector [9]