|
|
The CTL Workbook
“The Making of the Good Consultant”
(How to market unit trusts effectively)
REVIEWS
|
Comprehensive and well-researched, I am confident Mike Lee's Workbook on How to Market Unit Trust Effectively will prove helpful to both consultants and investors in understanding the benefits of investing in unit trusts. It contains a lot of useful data such as for example, a comparison with other investments (including EPF dividend trend 1952 to 2004). No doubt, this workbook with its easy to understand illustrations, diagrams and charts will provide both the novice and expert answers to many of the commonly asked questions. I must commend Mike's comprehensive coverage on the whole gamut of issues pertaining to unit trusts; from investment strategies for education and retirement planning to marketing tips to consultants for success and to stay motivated.
Ong Eu Jin, Chief Operating Officer of OSK Trustees Berhad and author of Your Guide to Estate Planning and Administration and Your Guide to Trusts in Financial Planning.
|
| |
I think the CTL Workbook is a comprehensive and well-thought out interactive handbook for both new and experienced financial advisers. The Workbook is, in particular, very user-friendly. With topics ranging from Maximising Returns using EPF Funds to Accounting Ratios for Investments, the Workbook is effectively a planner on a CD.
Maurice Chia (MBA, BSc)
MD & Chief Strategist
Axel Thomson Group
|
| |
Your workbook certainly provides the analytical framework for agents to give proper advice. It covers all the major areas which the agents need to know and the computations required to present solutions or trigger the clients’ awareness to their potential problem areas. You have certainly done a good job researching all the relevant investment planning and managing concepts and techniques. I’m sure the agents out in the market will find your CD a valuable tool and a comprehensive source of reference to enhance their professionalism.
Steve Ong
Chief Executive Officer
ING Funds Berhad
|
| |
Your years of training and experience in the area of unit trusts business had brought about a very informative and practical workbook.
You have unselfishly shared by putting all this together into a workbook and I believe that those who want to market unit trusts will benefit from it tremendously.
It is exciting for me to see fellow financial planning practitioner like yourself involve in sharing and educating agents to attain the highest standard of professionalism.
You are to be commended for your dedication and passion in developing a systematic marketing approach in unit trusts. Keep up with the good work.
Alfred Sek Hai Choon, ChFC, ANZIF
Chief Executive Officer
Standard Financial Planner Sendirian Berhad
|
|
|
|
