Meeting with Special Clients

Met Mercy and Azren at my old campus this morning….

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by: biela

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Revised Quota for Incentive/Challenge Trips to China and Rome

Good news to all unit trust consultants. The company has made a revision on the following:

  1. Every EPF sales: RM1 = 1 point (It was RM1 = 0.5 point before). The effective submission date is from 14 May 2008 to 28 Nov 2008 and processed by 30 Jan 2009
  2. A new special incentive trip at lower Personal Quota of RM850k

So all challenge and incentive trips sales quota can be summarised as below:

 

Minimum Personal Sales
China (Guangzhou & Guillin): RM1.05m – for old agentRM700k – for new agent registered in 2008
Rome RM2.875m

If you want to qualify based on your Group Sales

 

China

Minima Personal Sales RM100,000

       Rome       

  Minima Personal Sales RM500,000

AS

RM3.75m

RM16m

AM

RM9.0m

RM40m

GAM

RM24.0m

RM100m

Filed in: Why We Want You To Be a Unit Trust Consultant

by: biela

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Summary of Brainstorming 2-Sep-08 for JUST Consultants

  • GDP figure 2Q 2008 6.3%
  • OPR remains 3.5%
  • Budget 2009 - People friendly budget but not to big company or business
  • US banks – sold and merge, Pak Arabs bail them out
  • China market after Olympic – is their economy will go down? Very unlikely
  • Company Updates – incentive for EPF transaction
  • Group Training
    • 6 Sep – 10am to 1pm – Economic Indicators by Jas
    • 13 Sep - 10am to 1pm - Unit Trust monitoring (CAMS and Adept) by Jas
    • 18 Oct – 2pm - 530pm – Financial Plan by Jas
    • 25 Oct – 2pm - 5:30pm – Product and Investment Strategies by Jas
    • BOP every Saturday 9am to 10am by Arif
  • KLCI Analysis
  • Short term target 1120 (double bottom)
  • Bull, bear, super bull. Super bull (some people say it will happen every 20 years?) Last super bull was in 1993. If Allah permits, the next super bull is expected to be 2013. So it is 5 years between 2008 and 2013. Now is to collect all unit trust investment.

Filed in: Why We Want You To Be a Unit Trust Consultant

by: biela

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Who is Top Recruiter as at end July 2008

I just came back from the path of Allah for 3 days. We went to Surau Kg Lembah Kinrara where the village is located along river of Sg Klang. First time I went there. It surprise me as it is actually very near to Sunway LDP toll plaza.

When I came back someone tells me that my name is in the list of Top Recruiter. Alhamdulillah. Furthermore, when I checked the list, I see my wife’s name is also in the list. Double Alhamdulillah. The Unit trust Consultant Top Recruiter List is appended below with some deletion of other people names as I am afraid that probably some of them don’t want their name to be published in my blog. I try to avoid controversy.

Now that, the question is HOW to maintain that until at least to the end of Dec 2008. First, I would like to thanks to all our consultants that has brought me to this level. Second is that how are we going to attract more potential unit trust consultants to join us.

We are promoting a campaign for those who join the group to get the following:

  1. For each RM100k sales in a month, you will get 1 FREE new unit trust consultant. You know that it is more difficult to find new consutants than to find new clients. And if you are from MLM background, I think you will understand more.
  2. There will be 4 Saturdays in a month and thats mean 4 Unit Trust Seminars (BOP) for new agents. Those who are willing to take the challenge to become a speaker for the BOP will grab all prospect that come to our seminar. Last Saturday when I was away, CFP Nazri replace me and he grabs all 4 prospects to become his unit trust consultants. Congrat and thanks Nazri.
  3. Besides the 2 offers above, our generous GAM Jaslinah is also willing to give away a HP Pavilion notebook (tablet-notebook yg boleh pusing2 the monitor and touch screen some more) for those who can produce a sales of RM200k a month until Dec 2008.
  4. Would like to have your own website but you don’t know how to do it. Then when you join you can have your own website with yourname.myunittrust.com. Very nice right.
  5. Some of our agents raise the idea of having their email to myunittrust.com. So I think it is OK to give away some of the storage to those who would like their email address be yourname@myunittrust.com. Thanks Rozita and Mai that asked for the service. But I think I will limit this to first come first serve basis
  6. A newsletter to all your clients. I’ve discussed with the group to have monthly newsletter to our client
  7. A special website for client. I’ve bought a new domain name www.AkademiUnitTrust.com specially develop for our clients

So wait no more click www.myunittrust.com/seminar to register

top-recruiter1.jpg

Filed in: Why We Want You To Be a Unit Trust Consultant

by: biela

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Unit Trust Seminar or BOP tomorrow

Th Unit Trust Seminar or BOP tomorrow will be held at Public Mutual Cheras Training Room Level 2. It will be conducted by CFP Nazri. Please bring your people. Program start at 10am and finish at 11:30 am.

The FREE seminar is very useful to help open your mind or switch your pardigm from an employee mindset to business owner thinking. We try to take action on the hadith Nabi saw that says 9/10 of rezeki is coming from the businesses. Why we want to stay on 1/10 pathway when the 9/10 is available to all of us. Click here to register http://www.myunittrust.com/seminar or call Hazah 013-3970588

Training for our unit trust cosnsultants this Saturday is not in schedule. So prepare yourself to celebrate Ramadhan.

Filed in: Why We Want You To Be a Unit Trust Consultant

by: biela

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