37) Activities for Unit Trust Consultant

37) Activities for a Unit Trust Consultant

These are the Activities for a Unit Trust Consultant when meeting prospects and clients:

1) Cash Unit Trust investments
2) 3PF Unit Trust investments
3) PRS savings

4) DDI regular investments (Unit Trust and PRS)
5) Will, Wasiat, Trust Nomination and Hibah (Estate Planning)
6) Insurance planning
7) Referral asking
8) Recruit downlines
9) Corporate Unit Trust
10) Corporate PRS

A UTC who does these activities will definitely improve his/her sales.
Do provide all the solutions to make your services comprehensive.
 
Referral asking is for you to get more clients. Leverage the trusts of your existing client to get more new clients. People are more easy to trust you if they know that their trusted friends have already trusted you.

Recruitment is for you to expand your team. Everyone has limited time and effort. By recruiting more people into your team, you can leverage on the strength of more people. It will also be more fun to do activities with more people.

Corporate Sales are new areas to expand your business. By targeting corporate account, the business amount is higher. Furthermore, if you can convince the directors to invest their company money, you have already the trust of the directors. They will be definitely use their own money to invest through you.

DDI - Direct Debit Instruction
PRS - Private Retirement Scheme