Whether you are an experienced unit trust consultant or a rookie who is just starting out, we will help you build a successful unit trust business at MAAKL “The Home for Unit Trust Professionals”.
WHY MAAKL:
MAAKL Home Office - Award Winning Tools
MAAKL Home Office (MHO) is a suite of business application tools to help MAAKL unit trust advisers ("advisers") provide the most professional and efficient services to clients. In 2008, MAAKL became the first company in Asia-Pacific to win the prestigious Windows in Financial Services Award in New York for MHO version 3.
B.O.S.S.
MAAKL is the first UTMC to introduce the business model of B.O.S.S. which stands for Build, Own, Service and Sell. Our advisers own their book of business instead of being merely product sales agents.
MAAKL 6-Step Process
Step 1 | Make Your Services Known to Your Client |
Step 2 | Analyse Your Client’s Financial Needs, Goals and Priorities |
Step 3 | Ascertain Your Client’s Ability to Fund the Key Financial Goals |
Step 4 | Choose the Most Appropriate Model Portfolios |
Step 5 | Look for the Most Appropriate Unit Trust Funds |
Step 6 | Evaluate and Monitor Client’s Performance Regularly |
Asset-Based Commission (ABC)
Front-end fees are falling but as early as 2004, we have moved the ‘cheese’ to the back-end commission.
By focusing on ABC, you receive a steady stream of income and increase the value of your business.
Experienced Management Team
With a highly experienced management team, MAAKL is well positioned to build the most professional unit trust force in the country. The top management team has a combined 88 years of relevant working experience.
Take Care….
Regards
Palani
PAL Vision Associates
Managing Director, President ( Kiwanis Club Daerah Petaling), BNI Nexus Chapter
Insurance, Unit Trust, Will & Trust ( Kuala Lumpur )
HP : +6012-306-3994
Email : palani.nn@gmail.com
Website : http://palvision.blogspot.com
Video Card : http://youtu.be/mR-xsUI2jb4
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