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Systematic Approach to Sell Million Dollar Unit Trust Portfolio

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KDU University College Utropolis Glenmarie Campus

Jalan Kontraktor U1/14

Seksyen U1

Shah Alam, Selangor 40150

Malaysia

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- Identify the threats to traditional unit trust and life insurance business
- Identify the current challenges of traditional unit trust selling
- Appreciate the 3 levels of unit trust selling
- Recognise the 3 essential factors of million-dollar unit trust portfolio selling
- Appreciate the idea of empowering unit trust selling using internet technology
- Appreciate a case study on million-dollar unit trust portfolio selling system to high net worth individuals

This is also a platform for participants to learn more about the financial planning industry and it's career opportunities such as internship, salary staff (para-planner, financial planning executive) as well as opportunities to join as Licensed Financial Planner in a financial planning firm.

This complimentary talk co-hosted by Mr Yap Ming Hui, Founder and Managing Director of Whitman Independent Advisors Sdn Bhd.

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Date and Time

Location

KDU University College Utropolis Glenmarie Campus

Jalan Kontraktor U1/14

Seksyen U1

Shah Alam, Selangor 40150

Malaysia

View Map

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