Thank you for visiting JustUnitTrust.com. You can get your FREE Coaching materials & notes here.
This page will constantly be updated for newer materials, so keep coming back !
“I hear – I forget. I see – I remember. I do then I understand”
Our COACHING sessions are definitely interactive, fun, hands-on – a practical approach to polishing your skills, knowledge & sharpen your tools to be successful in this unit trust business. Get your FREE materials & notes here.
1) E-mail me (Jas) at justsynergysolutions@ymail.com (yes, it’s Ymail).
2) Please leave your name & mobile number.
3) The Password will be e-mailed or sms back to you.
We constantly update this page with newer materials, so keep that password !
Our street-smart Coaching sessions @ Cheras Office
every Saturdays 10.00am – 12.00pm
Interested to attend ? Sms +012-2037003 Pn Jas or +017 – 3104171 (Cik Jasma) or call us at +03-9132 7620 ext 309.
Year 2011 Coaching Sessions (Calendar)
November 19, 2011 – 4Q
We uncover and try to understand 4 issues (Pre/Post Dividend, Service Charge, ASB, Switching)
and a DIY Umrah/Haj Financial Plan.
Get them here. Download here.
October 22, 2011 – Of Stocks, Sukuk, Islamic Money Market, Gold & Oil
We explored the above investment instruments. Many references were made to BFM 89.9 radio section of Ringgit And Sense by experts in each type of instrument.
We saw that Gold has similar ups and downs as stocks (Malaysia & USA). Use this slide as part of your sales kit to debunk the myth that Gold is like God to investment instruments. No one instrument is superior to others, each has its glory days. Download here.
August 20, 2011 – Awesome Answers To 5 Crucial Questions
Ever wondered how Senior Unit Trust Consultants stay successful in this business ? Wonder no more, checkout these 5 favorite Q & A, every unit trust consultant must understand and master. Learn from the Master herself – GAM Mai Farah Zaiti. Download here.
August 13, 2011 – Rukun Unit Amanah 7 Perkara
In the wake of market turbulence and volatility, our investors’ faith in UT investment may be at stake. Consultants’ duty to ensure that this confidence remain intact. Thus, its important for the Consultants to strengthen their own faith in UT and guide the investors, and ease their fear. It is to the advantage of investors to take advantage of cheap priced Value Stocks and UT and remain forward looking. Coaching material here.
July 2011 - Sales Presentation – EPF (full of facts)
One of our major source of income (70% or more) comes form EPF investment. Its easy and doesn’t require any cash outlay. Find out how you can tap this AWESOME EPF market. Coaching materials prepared by Agency Manager Shahril. Easy illustration and catchy layout.
July 2011 – Makan-Makan & Grand Brainstorming
The Brain Template 1. Black n White 2. Color
July 2011 – Sales Presentation – SYARIAH Financial Planning Approach
Once you secure appointment with a prospect client, next comes the challenge to impress the client so that he buys from you with confidence that you’re the right consultant. Off course there are various ways to conduct Sale Presentation :
1. Official FP Approach – E.G.A.D.I.M
2. Product pushing
3. The Islamic FP Approach
These slides are in powerpoint version so that you may edit them and use as part of your sales kit (laptop). I’ve also attached some good articles – read and understand ‘em so that you have better knowledge before that important sales presentation. Remember to share (not show) why they should buy (not why u hafta sell).
Islamic worldviews of FP Risk Mgt & Takaful Islamic Investment
Zakat & Tax Islamic Estate & Waqf Difference Islamic & Conventional FP
educationplanning retirementplanning
June 2011 – Conquer your Prospecting F.E.A.R.
Useful notes download here “No Pain, No Gain” by GAM Jaslinah. During the coaching session we had 7 EXPERTS share hands-on experience as to how they started their prospecting in Unit Trust business and how they evolved and developed from thereon. Many thanks to Mai Farah (Friends & Relatives), Siti Salehatun (Cold Calling via telephone), Zaidah (Friends & Relatives), Nubaila (Referrals), Nazri (Cross-selling to existing Insurance clients), Raimy (Cold call Face-to-face and booth) and Yusof (Office Colleagues).
January 2011 – How to grow your Unit Trust business
Use “Street-Smart Portfolio Management” and “Illustration” by GAM Hasimah Muhammad. Additional notes “Roadmap to Portfolio Management” by GAM Jaslinah Rahman.
February 2011 - Do you know Super Sales Consultants have special SUPER POWERS
Their D-N-A are unique and here we outlined 8 important Super powers. We stress the 5th D-N-A called The LAW of NUMERO – facilitated by GAM Jaslinah Rahman. We discussed how and what those numero means in the context of unit trust business. (PMB numbers). What it means to potential investors and potential recruits -for reasons to booooost your $ale$. We also looked at metaphisics – law of numero in understanding a persons character better.
Knowing is one thing, applying is something..
Other relevant Coaching materials :
skill_telephone_techniques v1.2b
skill_rapport_relationship_retention
skill_closing_and_handlingObjection
howto_sales_presentation_preparation
understand_NeedBasedSolutions_Part1
understand_NeedBasedSolutions_Part2
howto_salespresentation_epf_cash
understand_UnitTrustProducts_basic
understand_InvestmentPlanning_UnitTrust
understand_MarketCycle_Behavior
.jpg){kind=link}