Today is one of the happiest day, Rosli Saran, Mai Farah, Amir Firdausi and me have got the long awaited news from KMDC. We passed the CFP Module 1. Passing rate is 84%. It means that for every 100 students 16 will fail. So not bad huh… Alhamdulillah. Those who passed the Module 1 can use the title of Associate CFP. There are five modules to go. But if you have an MBA, PhD or dBA you can opt for challenge status i.e. only take module 6.

Majority of the students are coming from unit trust, insurance and banking industries.

Met Shahrim and Abu at McD Ayer Keroh 10am Sunday 29-Jul-07. He interested to become a unit trust agent and has done an extensive research on unit trust industry, companies and agencies. So he has decided to join  the No 1 Unit Trust Company in Malaysia. That’s make my presentation went smoothly and more on question and answer session with him.

He signed the application form and pay RM247.50 fee. Alhamdulillah I brought the new agent bag with sales kit and passed it to him. I am looking forward to build our group in Melaka as there is huge untapped bumi market here.  Hope Shahrim to be a leader in Melaka. If you would like to know more about unit trust call me 013-3640043 Arif or register online through http://seminar.myunittrust.com

This morning I’ve discussed with Dr Saiful of The Oxford Centre for Leadership, UK on matters to improve my unit trust sales, services to clients and recruiting new potential unit trust consultants. He has got vast experience in sales and recently has launched the book called I Walked the Dollar. He shared his vision and willing to develop and train those who want to change for the better.

Thousands of potential Unit Trust Agents flood the Ballroom of The Legend Hotel yesterday to listen to an enthusiastic speaker David Goh and Amin. Some  points worth sharing:

1. Good Soil Bear Good Fruit
2. Bad Soil Destroy Even the Bigger Plants
3. If you are the seed, are you in a good soil?

10 Fabulous Reason to become Unit Trust (Mutual Fund) Consultant

1. Fun
2. Flexibility
3. Minimum Supervision
4. Challenging
5. Network
6. Rewarding Tours & True Bonuses
7. Personal Growth
8. Good Nurtured
9. Association with No 1 Unit Trust Company in Malaysia
10. … I forgot

Out of 20 people I’ve invited only 15 came. Not bad ergh..

Some photos during the seminar.

 

(L) Our GAM Azizah Saad (R) Overwhelming response 

 

(L) Huge crowd                       (R) Focus potential UTC

We are inviting all hungry potential Unit Trust Consultants to come to our unit trust business opportunity seminar at The Legend Hotel on 25-July-07 Wed 7:30pm to 9:30pm. This is the Grand Business Opportunity Seminar or previously known as Grand Business Opportunity Preview which we normally held only 4 times a year in KL. Just grab it now. Call me 013-3640043 Arif or register online through http://seminar.myunittrust.com

Read on… Thus if you think:

1. you have what it takes to succeed in the business
2. you don’t like 9-to-5 job that force you to work like a donkey but earn like a monkey
3. you want to escape the corporate rat race where normally they practice rat-eat-rat mentality to succeed
4. you want to choose the people you work with
5. you want to start business with minimal investment
6. you want to travel overseas every year
7. you want to work from home
8. you want to reap the rewards of numerous tax advantage
9. you want to enjoy the opportunity for unlimited income
10. you want to have the chance to build your success while empowering others to succeed

Don’t wait anymore. Time is running out. Join this sunrise industry. Call me 013-3640043 Arif or register online through http://seminar.myunittrust.com

And I think you already know that the current economic model that we live under now is broken. Think of the following statements:

1. Major corporations, companies are laying off thousands of employees
2. Half a million jobs a year are eliminated by technology and never to be replaced
3. The secret to true financial independence is working for yourself
4. Most jobs are built on working more hours to get more income – This is what we called “trading time for money trap”

Also remember that what Robert Kiyosaki says

1. If you want to get rich, don’t go to school – what we do here is learning by doing
2. The rich is looking for network, everyone else is looking for work – In Unit Trust (Mutual Fund), we are looking for network.

Call me 013-3640043 Arif or register online through http://seminar.myunittrust.com

Kami sedang melancarkan pencarian agen unit amanah atau konsultan yang bakal mengalami transformasi diri. Semua jenis pengalaman dan lapisan masyarakat ada dalam agensi kami dari pekerja biasa, peljar universisti, setiausaha, jurutera, pensyarah dan sebagainya . Fokus utama adalah bakal agen yang berada di Lembah Klang, Seremban dan Melaka. Latihan akan diberikan.

Sila daftar nama anda di http://seminar.myunittrust.com di bahagian bawah sekali.

About 30 unit trust consultants attended the Customer Retention and Upselling training at Bangsar. This is a compulsory training for promotion to Mutual Fund Agency Manager. Notable lesson learned:

1. Action
2. Cost of getting new unit trust investor is 10 times greater than the existing investor.
3. Ability is what you are capable of doing. Motivation determines what you do. Attitude determines how well you do it.

The following is updates for our unit trust agents: 

1. RECRUITMENT

Biz Preview·         every Wednesday @ Cheras Office ·         8pm-9.30pm 4 july            : na11 july          : facilitators Zaidah & Jaslinah18 july          : na25 july          : Grand Biz Opty Preview (at Legend Hotel, 7.30pm) 

2. SKILL TRAINING

Group Training organized by Azizah Saad ·         every Wednesday @ Cheras Office ·         5pm-7pm 4 july            : na11 july          : trainer Jamali18 july          : trainer Saidatul25 july          : na 

3. FINANCIAL TALK

Stock & bond market review & outlook by Fund Managers·         4 july @ Legend Hotel (Grand Ballroom @ Level 9) ·         7pm – 9pm 

5. EPF Investment Scheme – SPECIAL PROMOTION

2 – 31 july EPF investment into certain funds will enjoy service charge of only 5.45%. 

6. NEW FUNDS

New funds to be launched 10 july 2007 for CASH only, are : ·         NEW FORMS

Get the New Transaction Forms (EPF & cash) from all Public Mutual branches. Old forms can be exchanged with the new ones. The change in forms is to accommodate the SINGLE PRICING REGIME wef 1 july 2007. Best regards,Jaslinah 

Yesterday 11-Jul-07, we have the third session for Seminar Unit Trust 2007 at Public Mutual Office in Cheras. There are plenty of hungry potential Unit Trust Consultant/Agent coming from all over Malaysia. The presenters are Zaidah and Jas that discuss about

1. Corporate Profile
2. Malaysia Unit Trust Industry
3. Malaysia Unit Trust Market Potential
4. Joining Public Mutual
5. Benefits of Becoming Unit Trust (Mutual Fund) Consultant/Agent
6. Promotion to Help new Unit Trust (Mutual Fund) Consultant

The testimonial is given by Arif who shares his experience on how he transforms from an engineer to a successful unit trust consultant.

The candidates were very excited and some even sign on the spot to become an agent. We are going to have a bigger Unit Trust Business Opportunity Seminar at the Legend Hotel on Wed 25 July 07 after Maghrib 7:30pm. For those who are interested to listen to our talk please call/sms Arif 013-3640043. Admission is worth more than RM50 but we provide it FREE for the first 10 participants. Hurry up. 

Pictures snapped during the seminar: