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TICN Global Strategic Plan 2007 to 2014
(The following is a detailed description of TICN as well as our new 7 step program.)
Executive Summary
TICN (The Investment Club Network) Ltd www.ticn.com initiates, teaches, supports and ultimately empowers its members to become successful investors, traders and wealth creators as a result of participating in the global equity markets.
TICN initiates its members by forming localised offline as well as virtual online investment clubs. TICN teaches its members by organising and delivering a series of participatory offline and online educational modules. TICN supports its members via offline club meetings as well as facilitating online support sessions. TICN then empowers its members to become successful investors, traders and wealth creators by monitoring and measuring performance and then sharing the best practice of its most successful clubs and individuals with all of its members.
TICN has created, designed and implemented a CRM system that manages, monitors and supports its members by dividing the 6 billion global population into 7 Global zones: Africa, Asia, Australia, Europe, Middle East, South America and North America. Each Zone Director manages its country leaders who manage its Regional Directors who manage Area Directors, who manage club co-ordinators, who manage club members and individual members.
TICN forms and owns 30% of Joint Venture International Companies. The TICN business model is a lucrative positive cash flow business model with 6 revenue streams and 2 wealth creation strategies. Once familiar with the TICN business model the JVC in turn sub – franchises the model to Regional Directors, Area Directors and Club Co-ordinators.
TICN Ltd in association with Financial Engineering Ltd www.fen.ie and Octagon, plans to design and market a bespoke self administered pension product for high net worth individuals.
TICN has 15,000 graduates of its education program in 30 countries establishing 600 investment clubs. The membership is investing ~ $500,000 per month and is collectively at a estimated worth ~ $50M. TICN ultimately plans to partially float its company on the NASDAQ on or before 1st January 2015 in order to provide a lucrative exit strategy for its shareholders and members.
Profile of the Directors:
CEO Owen O'Malley: In March of 1996 Owen O'Malley completed a Wealth Mastery programme in Hawaii designed and delivered by 24 of the wealthiest and most experienced investors in the world. From this course the concept of The Investment Club Network was founded and the first TICN investment club was established. The genesis of the TICN educational modules also stemmed from this Wealth Mastery programme. The TICN Elite Investor Programme of educational modules has been refined and redesigned and improved upon seven times in the last seven years by Owen and the following TICN Team members.
Eamon Blaney: Was a founder member of the first online TICN investment club in 1999 and was invited to form the TICN Ireland partnership in January 2000. He is a founder Director of TICN Ltd incorporated in January 2001.
Micheal Murray: Was a founder member of the first online TICN investment club in 1999 and was invited to form the TICN Ireland partnership in January 2000. He is a founder Director of TICN Ltd incorporated in January 2001.
Josephine McCafferty: Was an integral part of the success of the TICN Ireland Partnership and was invited to become a founding Director of TICN Ltd which was incorporated in January 2001.
Kevin Flynn: Is CEO and founder of TICN LCD which was formed in 2003 and now operates and manages the TICN Master Franchise for Ireland. Kevin became a shareholder in 2004 and joined the Board of TICN Ltd in 2006.
Organisational Description:
Global Evolution of The Investment Club Network. (TICN Ltd)
- March 1996 TICN conceptualised.
- June 1996 first offline investment club formed.
- September 1999 first online investment club.
- January 2000 TICN Ireland Partnership formed.
- January 2001 incorporation of TICN Ltd.
- January 2003 TICN first Master Franchise.
- January 2003 TICN Australia incorporated.
- May 2003 launch of the new www.ticn.com website
- January 2004 TICN USA incorporated.
- January 2004 TICN Africa incorporated
- January 2005 TICN Central Europe formed.
- January 2006 TICN (GB) Ltd incorporated.
- August 2006 TICN SA incorporated.
- January 2007 launch of new CRM system.
- January 2007 TICN Hong Kong / China formed.
- October 2007 TICN Belgium to be incorporated.
Products and Services developed and provided by TICN Ltd:
The Following Educational Modules have been developed by TICN Ltd:
- TICN Making Money with Careful Planning Seminar MMCP
- Fundamental Analysis,- Technical Analysis, - Income Strategies, - Protection Strategies
- TICN Graphs and Charts Module
- TICN Online Trading Module
- TICN Call Options Module
- TICN LEAP Options Module
- TICN PUT Options Module
- TICN Candlestick Charts Module
- TICN Credit Spreads Module
- TICN Debit Spreads Module
- TICN Elite Investor Programme (which includes all of the above modules)
The following Guest speaker modules are also provided by TICN:
Dr. Jon Najarian – Current Portfolio Repair (CPR) Module
Markay Latimer – Technically Speaking Module
Ryan Litchfield – Traders Forge
Darlene Nelson – Lifestyle Trading with Leap's Module and Trading the Q's.
John White - Spread the Wealth
Rob Roy – Credit Spread Riches
Jimmy Jones – Trading the CME
Paul Overy – Financial Intelligence
Lawrence Cavanagh – Advanced Option Strategies.
TICN provides a range of support tools via Better Trades.
The following Educational Modules will be developed online by TICN in the future:
- TICN Strangle Trading
- TICN Straddle Trading
- TICN Portfolio Repair Strategies
- TICN Index Iron Condor Trading
- TICN Butterfly Option Strategy Trading
- TICN Cashless Collar Strategy Trading
- TICN Wealth Creation Strategies
- TICN Asset Protection Strategies
TICN TOOLS is a subscription based service designed to support both club members and self investors online using the following:
- Value line access for Stock and Option data
- Worden Brothers Charts and Octagon Trading Platform
- TICN Research Sheet
- TICN Mind Map Excel Spreadsheet
- TICN Support Web shops
- TICN Trade Finders
- TICN Education Centre and Bookstore
TICN Mission:
Create a supportive environment of investment clubs and empower individuals to become abundantly wealthy.
TICN Vision:
A wealthy world of abundant and harmonious people.
Values Statements – Our desire is to inspire our members to become financially free. We teach ordinary people to create extraordinary wealth. We teach to invest and we coach to success.
Goals and Strategies:
Our Global Goal is to create at least one TICN Investment Club in every town and city in every country in the world.
Our Strategy to achieve this is to establish seven global zone leaders who in turn will establish a country leader in every country in the world. The country leaders will in turn establish Regional Directors, Area Directors and Club Co-ordinators to build a network of investment clubs and self investors.
The 7 step marketing strategy to establish club members and self investors is:
- Establish an interest
- Qualify the interest level.
- Provide headline information online or offline.
- Deliver a 'Money Talks' online or offline.
- Invite to a support web shop / club meeting online or offline.
- Offer the first module of MMCP online or offline.
- Complete MMCP and either join a club or remain a self investor.
What Next After the TICN MMCP?
After completing the TICN MMCP graduate follows the following seven steps:
- Visit www.ticn.com to register and apply for membership.
- Open an online account and operate the simulator trading platform.
- Register and subscribe for access to the TICN TOOLS.
- Review fundamental analysis using value line and excel spreadsheet.
- Review technical analysis using charts.
- Review strategy selection using TICN Trade Finders.
- Continue to attend live and recorded support web shops.
The fuel that drives the word of mouth marketing vehicle is a combination of successful clubs and successful individuals. Success breeds success and creates a desire for members to spread the word to their network of contacts.
It is critical that TICN leaders continue to focus in assisting our members in their quest to master the market. The main challenges facing novice investors and where most assistance is required to help our members to become better investors and traders are:
- Master their emotions.
- Develop visual charting skills.
- Understand Strategies.
- Apply protection.
1) Master Emotions
The majority of novice TICN members initially have high expectations of how they hope to perform that are at times unrealistic. Secondly the new members find a psychological challenge to cope with fact that most shares will fluctuate +/- 50% in share price from the 52 week high to the 52 week low share price. So when a share price naturally falls the TICN member becomes discouraged and paralysed and inactive .Therefore the member is now unable to apply strategies to alleviate / reduce the impact of a share price drop to the value of the share portfolio. Some members tend to expect the worst and allow fear to stop them taking action just as some members expect to much and greed stops them taking / protecting profit and applying income generating strategies at high points.
2) Develop visual charting skills.
Some members are naturally good at fundamental analysis and strategy selection however have poor visual skills and at times struggle to recognise pivot points and share trends. As they fail to recognise potential turning points on the share price chart they are unable to apply lucrative strategies at the correct times. It is by attending the weekly online support sessions that the member is able to develop their visual charting skills.
3) Understand Strategies
Initially most members lack clarity and are unable to clearly establish upfront:
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Why they are buying a share.
- What profit they want from a share.
- When to close a share trade position.
- What is the alternate strategy for the share if it moves in the opposite direction then was initially anticipated when the trade was placed.
It is critical that the leaders in TICN continually stimulate the members to develop the power of clarity and continually ask the member what is their plan when buying a share. Ask the member why are they buying a share, what is their desired profit, when are they planning to close the trade and what is the alternative strategy if the shares moves in a different direction?
Say for example if the Strategy is to Buy to Hold then the reason for buying the share is clear, the amount of profit is not specific and the exit strategy may not exist. The alternate strategy may or may not be to purchase more shares if the share price continues to fall thereby applying dollar cost averaging over time.
If the strategy is to Buy to Rent then the reason for buying is to generate a monthly income, the amount of profit is specified and the exit strategy may only happen if the share is called away upon the call option being assigned and exercised.
If the strategy is to Buy to Roll then the reason for buying is to buy at support and sell at resistance, the profit is the difference between support and resistance and the exit strategy is when the share hits a predetermined share price and the alternate defensive strategy maybe either a sell stop, buy more shares to dollar cost average or switch from roll to rent by selling an ITM covered call.
4) Applying protection.
There are four ways to protect a position in the market both to preserve capital and to protect profit. Most members omit to place alternate protection orders along with their profitable orders to cover unexpected changes in direction of a share price. The four protection strategies are:
- Place OCO GTC ITM covered call contingency call orders.
- Buy a PUT to protect the downside
- Buy more shares to dollar cost average
- Set trailing stops and stop loss orders.
Members must be continuously asked what protection strategy is in place.
The TICN Strategy to support the members and increase the word of mouth marketing is to continually remind the members to apply the four steps as below via our online web shops which will evolve into 24hour / 7 day support.
Goals for the Board and Chief Executive Officer
- Develop 7 Global Leaders and empower them to find a leader in every country in the world who will build a network of regional directors, area directors and club co-ordinators to fulfill the global goal of an investment club in every town and city in every country in the world. Using the following recruitment strategy to develop global leaders: In order to secure a TICN Joint Venture Partnership in the country the potential leader will pay a fee of which 80% will be refunded back if the following has not been completed (or least well on the way to completion ) in at least 12 weeks from date of commencement:
Personal Objectives
- Attend the MMCP Seminar.
- Open an online account.
- Simulate trade.
- Fund the online account.
- Buy and sell shares.
- Sell a covered call.
- Buy back an option.
- Deliver a Money Talks.
Form a club and the members.
- Attend the MMCP Seminar.
- Open an online account.
- Simulate trade.
- Fund the club account.
- Buy and sell shares.
- Buy and collect rent.
- Buy back an option.
- Sell an ITM option
If after 12 weeks the potential leader has achieved (or is well on the way to achieving) the objectives as above then the Country leader will be invited to secure a licence to operate the TICN Business Model and may in the future be invited to form a JVC with TICN Ltd and the Global Zone Leader.
The Country leaders will then be coached in all aspects of building the business including:
- Elite Investor Modules.
- Translation/Localisation.
- 7 step Marketing System.
- Delivery of Education.
- TICN CRM System
- Sub Franchising system.
The JVC will enjoy multiple streams of income and two TICN wealth creation systems:
- Sale of Educational Modules
- 5% Club equity ownership
- Online Trading of Profits.
On or before a period of 9 months this JVC will then Sub-
Franchise the TICN System and further benefit from:
- Sale of Sub – Franchises.
- % Royalty of Revenue.
- % of Club Equities.
The Global development of Leaders so far is:
- Africa: Tunji Awonusi CEO of TICN Africa – Chris Elfick CEO TICN SA
- Asia: Anna Lung TICN China
- Australia: Robert Fox CEO of TICN Australia
- Europe: Tony Sillars CEO TICN (GB) Ltd - Piet Vannoppen CEO TICN Belgium
- Middle East: A.N.Other
- North America: TICN USA – Better trades – Dr. Jon Najarian and Freddie Rick
- South America: A.N.Other
Budget Planning
As the TICN business model is a positive cash flow business model then all business units can self finance their development and use sweat equity to attract the human resources necessary to develop their business.
The TICN Business units must focus on Income Producing Activity (IPA). The IPA for a TICN business unit is to follow the TICN 7 step marketing system.
The revenue from the Money Talks in the form of registration fees and seminar deposits covers the cost of the Money Talks and the cost of promoting the MMCP. The revenues from the MMCP cover the cost of running the business. The ratio of costs to revenue is: cost of running the business 40% : cost of promoting the seminars 40% : profit 20%. The most powerful aspect of the TICN business model is that the business unit can grow their profit in a corporate trading account as well as own a share in every investment club that they create. So as well as a positive cash flow there is long-term wealth accumulation.
Operating Plan --
Develop 7 Global Leader's and empower them to find a leader in every country in the world who will build a network of regional directors, area directors and club coordinators to fulfil the global goal of an investment club in every town and city in every country in the world. Using the following recruitment strategy to develop global leaders:
- Develop a stable of speakers to market with after sales products.
- Complete the remaining educational modules.
- Develop a strategy to float TICN on or before Ist January 2015.
- Develop a web based IPA accountability system.
- Automatic 4 x 4 system, Leap Trade Finder.
- Produce and Market DVD of the TICN Seminars.
- Increase video marketing content on the website.
- Translate website and educational modules into all the major languages.
- Facilitate booking all TICN seminars online via www.ticn.com
We now are expanding into non English speaking European countries.
Monitoring and Evaluation of Plan – All business units to commence reporting quantity of each of the 7 marketing steps on a weekly basis to measure performance and share best practice.Closer attention to club performance with a view to catch poor performance earlier. More focus on web shop support sessions to assist individuals to perform better.
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