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Weekly Meeting Updates

Weekly Meeting Updates. 22 July 2009. Updates 1. Preview – 4 th August 2009 (Tuesday) 6.30pm: Refreshment S’gor Club, Dataran Merdeka , 1 st Flr , Ballroom RM10 per person. Updates 2. Daily Performance Worksheet – Keep track on your performance!

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Weekly Meeting Updates

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  1. Weekly Meeting Updates 22 July 2009

  2. Updates 1 • Preview – 4th August 2009 (Tuesday) • 6.30pm: Refreshment • S’gor Club, DataranMerdeka, 1stFlr, Ballroom • RM10 per person

  3. Updates 2 • Daily Performance Worksheet – Keep track on your performance! • SMS daily your PSV & Rec to Mr. Mano (017-8896317) • > RM50,000 • A must!! SMS weekly on Friday < 8pm PSV & Rec! your weekly performance!

  4. The Daily Journey… • Call list • Number of Calls • Presentation • Closing 4:2 • Amount • Ask yourself…. • Why U join Pmutual? • Why U think U’ll make it here?

  5. RM5,000 a month income • EPF Investments • 1 case a day x 22 working days a month • Avg case: RM3,000 • Cash Investments + SI • 1 case a day x 22 working days a month • Avg case: RM2,000 & SI: RM200 • Total income: RM61,525.20 • AUM

  6. Establishing a biz career with attractive income. Target cases per month : 8 Avg investment : RM10,000 Total comm for the year : RM56,616 Year End Bonus : RM6,720 Total income 1st year : RM63,336 Avg income per month : RM4,718 DDI from 10 clients a month avg RM500 (>year RM1,650) After 1 year – monthly income : RM6,368 The STARBIZ – 22nd May 2007 : For the 1st 4 month of this year, PM’s total agency commission hit RM111.6mil!

  7. Establishing a biz career with attractive income. • Part Timers: 1 presentation a day and 2 on weekend! Target cases per week : 7 presentations Avg investment : RM10,000 Avg DDI monthly : RM300 Closing Ratio : 7:4 A week – 4 x RM10,000 x PAI : RM1,173 A month – 16 x RM10,000 x PAI : RM4,692

  8. Planning the day: Full Timers / Part Timers – How many hours a day can you give for Public Mutual Full Timers : 8 Prospecting on the phone : 1 hr Travelling : 1 hr Lunch : 1 hr That give a solid presentation: 5 hrs A presentation takes 30-45mins: 4 presentation Avg closing amount : RM10,000 Avg DDI : RM500 Closing ratio : 4:2 A week (5 days) – 2 x RM10K x 5 + PAI: RM2,887 A month (20days) – 4 x PAI : RM11,548 Your 1 hr is worth (8hrs a day) : RM72 ACTIONS = REWARDS!

  9. Prospecting • Develop and follow a system • Make Prospecting a daily habit • Sources of Prospecting – Associations etc • Know what U’r looking for: don’t get side tracked

  10. Telephone Technique • Voice – Switch on to a clear, enthusiastic and a vibrant tone • Identify– Identify yourself and then the company; I’m Ida, I’m calling from Public Mutual, a subsidiary of Public Bank • Purpose– What is it about? • Objective – To secure an appointment • Be polite & courteous

  11. Secretary – 1st Obstacle • Use 1st name of client and sound confident • 2nd obstacle – when secretary ask what is it about; say “it’s personal” • Greet the potential client with enthusiasm and confidence – Good morning Mr. Ali… (pause).. I’m Ida, calling from Public Mutual a subsidiary of Public Bank. My purpose for calling you today is to introduce Pmutual’s financial services that can enable you to have financial independence in the future – May it be for child education, retirement income or retirement home – I’ll be delighted to talk to U with regard to this matter, say, on Wednesday 4pm. Would that be alright with you? • I had the great pleasure of meeting a friend of yours by the name of Mr…. To whom I made available our financial services from PM and he was very appreciative and grateful… he immediately thot of U and said that he believes that u too could immensely benefite from it. So, I’m calling you to make an appoinment with regard to this. Say this Friday at 3pm. Would that be fine with you?

  12. My reason for calling you this morning is to introduce to you our Pmutual’s financial services which I believe U could … immensely benefit from. It would provide u with a comfortable retirement plan. I would like to talk to u with regard on this matter… would 5pm, Thursday be fine with u? • … it could provide an alternative and better investment than conventional savings. Ex: FD. I would like to talk to you… • … Could provide a better alternative savings to EPF. Would U like to benefit from it? Can Tuesday 2pm be fine with u? • My purpose for calling u today is to share and avail to you our PM’s 28 yrs of financial services that had immersely helped and benefited many thousands to achieve their financial goals. I would like to count u in our list of 1.5 mil investors to date…

  13. …I would like to make an appointment this Friday… • … I would like to talk to u with regard to this purpose… • I would like to share with u our proven financial services that enable many to have a financial freedom… • I would like to provide you – Asia’s best performing fund manager PMF for your retirement benefits • I would like to offer u PM’s financial services to cater for a comfortable retirement plan..

  14. What is it about? • Well, have u heard of ASB/ASN..? If you are given an opportunity to invest in it, as compared to FD, would U not invest your money there? (pause).. Yes?! Well, U just said YES to Public Mutual • As U know, tht the return from EPF last year was a dissapoiting 4.5% and the return from EPF are expected to go down even further. The FD rates are equally pathetic! We on the other hand, have been consistently our performing these investments…

  15. I’m not interested! … off course Mr. Client… with all due respect to you… I do not expect you to be interested in something u hv not heard about. A 87% returns in the year 1993 does not interest u.. A 79% returns in the year 2000 does not interest u… or 45% returns (PIEF) for 2007 is not good enough or an average return of more than 20% for the last 28 years does ot interest u? I can substantiate these statements when I c u. Tell me Mr client… what kind of returns has ur investment given u in those years? Mr… all I want is an appoinment and there are no obligations. Say this Monday at 3pm be fine with u? • I’m too buzy! Mr client, with all due respect to u… I’m quite sure thtu’r so bz taking care of ur client’s need and the company’s profit that u have absolutely no time for ur own retirement. Pls tell me Mr. Client, when was the last time u looked at ur investment and compared to what is available in the market? Mr Client, all I’m asking U is only 20 mins of ur time. If I don’t make any sense in the 1st 5mins, then pls by all means throw me out! Fair enough?

  16. I’ve heard about it.. I’m not interested • All the more reason Mr. Client… if U say U’ve heard about it, I assume U have invested? No?! Mr. Client.. With all due respect to u, I just want to know that wht U heard is correct. Mr. Client, did U hear that we paid 87% in 1993,…. Off couse, I will prove to u in black n white if given a chance. Would Saturday… • I don’t believe in speculation. • I absolutely agree with U Mr. Client. I don’t believe in speculation either, but do U believe ASB? Do U think that a gov endorsed investment plan such as ASB is speculative? For the last 54 years, has the EPF approved any instituition that U believe is speculative to invest in? Today it has apporved billions to invest in Mutual Funds…

  17. Do’s & Don’ts • Your objective of U call is to secure an appointment • No presentation on the phone • Within 3-5 mins U should have got the appoinment secured • Be polite & tactful. Thank him/her for the time. • Train/practice/rehearse many times what U’re going to say and the tone in which U’re going to deliver. Practice makes perfect • Remember: not all the time U can secure an appointment but a sincere and an earnest attempt to help another will always get the results.

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