I am long enough in the unit trust business. And experience enough new consultant that come and go. I have seen consultant that produce top personal sales in their first year and then in the second year – no more.

Thus, I am now looking for a more long term unit trust agent that wish to make the personal finance industry their business.

I plan to build these new 20 new unit trust agents to at least can produce RM200k sales a month. Which will translate into RM4000 a month income for them.

When their client base grow, their sales will grow from RM200k to RM400k then RM600k. Thus their income will go from RM4k to RM8k to RM12k. This doesn’t include their overriding commission.

The best about building your unit trust business is that, all these can be achieved in less than 3 years. Imagine how long you will get an income of RM12k if you work with your company. I am talking about the fresh graduate.

Imagine also if you build a business that need a physical office, staff etc. How much money and energy you need to put before the business become profitable.

So if you have a dream, a BIG dream, come attend our unit trust seminar at Public Mutual Training Centre, Cheras Commercial Centre this Saturday. Call Adam 017-6996073 for seat reservation or click http://www.myunittrust.com/seminar for details.

To come for the meeting or not to come. To come or not to come. Better do sales or come for the meeting. Many unit trust agents or any other business entrepreneur juggling with meeting and selling at the field.

If  you ever read a book called 7 Habits of Highly Effective People, you will come across with the habit of “Sharpen the Saw’. Meeting is sharpening the saw.

I have heard a story on the BFM radio saying that ada dua penebang pokok balak yang besar. Masing-masing menggunakan gergaji. Ali penebang 1 dan Abu penebang 2. Ali asyik menggergaji pokok tak henti-henti. While Abu gergaji and take some time to sharpen his gergaji then gergaji balik.

Over the time gergaji siapa yang tumpul dan siapa yang tajam. Who can cut the tree faster. Ali or Abu. Who get tired fast and then quit. Abu or Ali.  So that is the analogy for you to attend the meeting.

Monday JUST-Caliph-H unit trust agency meeting notes are as attached. Learn from the street not only from the book.

How many academician teach about business but never been in business themselves. Do you learn more from those who are actually doing it or those who are only teaching about it.

Download the unit trust agency meeting notes here: Brainstorming 12 July 2010 b-w

Arif Ismail and Caliph Consultants invite those who are tired with working 9-to-5 job and would like to track the road less travelled, build their own business and having their own sweet time plus live their own dream.

Click www.myunittrust.com/seminar to listen to “how a TV man quit his job and do the unit trust business full time, how an engineer took VSS and start his own unit trust business, how a young grad in an airline engineering stop worrying of finding a job and jump into the unit trust business and many more”.

So far I’ve read two books about this topic. One is from Adam Khoo and another is Jim Collins of “From Good to Great”.

What this topic important to you and me is that:

1. we don’t waste time recruiting people
2. people don’t take hard feeling with us when they got a message “you are fired…” or “you are not allowed to join this unit trust agency”
3. it will be easier to drive the bus

The right people are the people with passion and motivation. Fortunately in unit trust industry, we don’t really need the people with technical competence. The technical competence can be developed while you are running the unit trust business.

I have co-conducted a Caliph Unit Trust Agency training with Nazri and Raimy. And I told the class that who is clever enough about unit trust. No one does. Yes no one. Because we did’nt learn it in university. Unless you are coming from another unit trust company like CIMB Wealth Advisor (CWA).

We all learn about unit trust while doing the business in Public Mutual. Those with passion and motivation can click the link that will bring you to our FREE unit trust seminar. Click now www.myunittrust.com/seminar

p.s. We will interview our potential agent on how serious they are into the unit trust business.

Congratulations to the Top Producer Jun 2010. Who can achieved New Zealand first will get a very special gift. The candidates are Raimy, Shahril and Arif.

Top Producer Jul2010 Caliph Unit Trust Agency

Who think he or she want to go for New Zealand for FREE can come to our weekly FREE seminar on “How to be a Successful Unit Trust Consultant” at Public Mutual Training Centre in Cheras, KL.  Click myunittrust.com/seminar for detail or cal 013-3970588

I finished the training on “The Powerful Tool” earlier so that I can give way for Q&A. One of the new consultant asked “How to attract and get our prospect interested to meet with us over the phone?” This is about Cold Calling…

As I was not excellent at Cold Calling, I get some help from our GAM Jas to explain. What I have is majority from the book about Cold Calling. I want the answer to come out from those who really did it many many times.

So what Jas said is recorded here. Thanks Jas, I love this agencies because everybody has their own strength and they are not kedekut-wal-bakhil to share.

Here it is: Cold Calling by Jaslinah

Last Saturday Arif & Caliphianz, Jas &JUST and the H team combined to conduct a Business Opportunity Preview for potential unit trust agent in Kuala Lumpur and Selangor. Those who wish to know about this lucrative unit trust business are invited to come. Click myunittrust.com/seminar NOW.

I have conducted a training to my team Caliph Consultants, Just Consultants and H* Consultants yesterday. It is a 2-hour training before we start with our unit trust seminar.

The title do a little tease for my team to come as they don’t really know what is the powerful tool.

If you want to know what it is, or if you don’t come to the training, click this file: Discover a Powerful Tool to Take Control of Your Time and Increase Your Unit Trust Sales.

Of course, you won’t get the same impact if you did not attend the training. Because the environment, the Q&A that you missed. So make yourself available for the next unit trust training.

Arif Ismail and the Caliph Unit Trust Agency conduct training and free unit trust seminar every Saturday morning. Click myunittrust.com/seminar to book your FREE seat.

This Saturday 3 Jul 2010 will be our Grand Business Opportunity Preview at Public Mutual Training Centre in Cheras. We will bring our youngest unit trust consultant as the testimony for young graduates to be part of the industry and succeed.

Program  details:

Date: 3 Jul 2010 (Saturday)

Venue: Public Mutual Cheras, 34-2 Cheras Commercial Centre, Off Jalan Kaskas, KL

Registration: 12 tgh

End: 1:30pm

Call 013-3970588 for reservation. Entrance fee is free

This is one of the most FAQ asked by my unit trust consultants.

The answer that I always give is “call early in the morning before the prospect go to meeting i.e. 830am or just before they left their office i.e. 445pm”

Today I was asked again the same question. The answer is “if you know your prospect or client well, you can call them anytime” Imagine if your father call you during the night, will you answer the call. If you are a good son, what will you do?

So be nice to our prospect and client until we are so close like our own family. Then when we call them, they will answer us. If they cannot answer us immediately. They will return our call.

Arif Ismail and the Caliphs are looking only for serious potential unit trust agents to join the team. Click myunittrust.com/seminar for details.

I have got a new PA today. From now on, the list of  Monthly Top Producers for our unit trust consultants will be prepared by her.

Congratulations to all top producers especially the No.1 Zarina the debator, Omar, Yusof the cool man, Shahril the millionaire and Nazri the drummer.

Many months went by. We wonder why we submit EPF case for unit trust investment in one of our mutual funds. Even though it is over 20th of each month, we can still get the commision for the month. Unlike last year, we must submit it before 14 of each month.

I gather the answers from some of our unit trust consultants. They say:

1. because we have started using the scanner machine for EPF appliication form in Klang Valey and thus the EPF case is faster in processing now
2. because the cut-off date for sales for the month of May is 31 May 2010

Thanks Nazri for giving me the entire cut-off date for sales in 2010. See the list below. So if you want your commsion to be fat, plan your submission 5 days earlier than the cut-off date.

unit trust agency

Arif and the Caliph conduct a FREE seminar on How to be a Successful Unit Trust Consultant and How to be become a Group Agency Manager in less than 4 years. Click the seminar banner to see him this Saturday at his training room in Cheras.