1. How to Upgrade Your
Existing Client to
‘Mutual Gold’
Rich Club 1

2. How do I get cash investors:-
Seminar Selling
Existing Client
Referral

3. Identifying Existing Clients
Print out Client Information list from CAMS
Identify clients who is close to retirement age
Identify clients who has not invested cash
Target clients who has invested cash but yet becoming a Mutual Gold

5. Next action plan Send a text message
- Dear Mr A, you are close to become my ‘Mutual Gold Investor’. Benefits: FREE Will Writing, Swtching, P.A. Coverage & etc. Total Savings up to RM1k+. Ask me how?
Secure appointment
Develop a Cash Plan / Investment Ideas

6. Case #1
EPF Investor Mr N, Age 45 Retirement Target: 10 years Target: RM2,400,000 Shortfall: RM1,105,230 DDI: RM5,400 EPF Investment: RM60,587 (June 09)

9. Case #1 EPF Investor Mr N, Age 45 Retirement Target: 10 years
Target: RM2,400,000
Shortfall: RM1,105,230
DDI: RM5,400
EPF Investment: RM60,587 (June 09)
Cash Investment: RM50,000 (Nov 09)
TOTAL: RM110,587

10. Case #2 – Sales ideas Cash Investor Mr R, Age 46
Retirement Target: 7 Years
Cash Investment: RM20,000 (April 09) / 2 Funds
July st Switching: RM2, / 2 Funds
Nov n Switching: RM1, / 1 Fund
Total switching Fees = RM75
Additional Investment = RM40,000!!!
Total amount invested = RM60,000

11. Case #2 – Sales Ideas & case closed
11th Jan 10 – Send Text about new funds PIALEF
- Launching of New Funds PIALEF offer on service charge up to 5% investing mainly on industrial, manufacturing etc offer period frm 19/1 to 8/2. Call me!!!
19th Jan Client handed RM40,000 cheque to become a Mutual Gold member & also new funds

12. Case #3 - referral Cash Investor Mr H, Age 50
Retirement Target: 8 Years
Propose:
Lump Sum RM100K RM214,360
DDI RM 1K RM147,400
RM361,760

13. Case #3 – Sales Idea 4 Basic Strategies of investing in Unit Trust
Medium to Long Term
DCA
Monitoring system
Target

14. Case #3 – Sales Idea Mutual Gold Benefits RM100K RM100K max RM500K
P.A. coverage P.A. Coverage
Mutual Gold Elite
RM500K RM500K max RM750K
P.A. coverage P.A. coverage

15. Case #3 - Closed Cash Investor Mr H, Age 50 Retirement Target: 8 Years
Total Investment: RM40,000

16. My Target