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A High-Impact Marketing Workshop presented by
CTLA Financial Planners Sdn. Bhd.
(591602 K)
(A SC Licensed Financial Planning Company)
MARKETING AND YOU – DO IT RIGHT TO BE A WINNER
A full-day Marketing Workshop for Financial Professionals:
- Insurance Agents
- Unit Trust Consultants
- Financial Planners
- Financial Advisors
- Students of RFP and CFP programs
- Venue – the office of CTLA at 21-3, Jalan PJU 1/42A, Block F2, Dataran Prima, Petaling Jaya (subject to change if attendance exceeds 20).
- Dates – Nov 19 2008 or another date specially organized according to request.
- Time – 9.30 am to 5.00 pm (tea-break at 10.45am and 3.15pm / lunch at 1.00pm-2.00pm)
- Fees – RM250 per person (inclusive of tea and lunch) payable to CTLA Financial Planners Sdn. Bhd.
- Registration – call 03-7806 1422 or 019-2236 208
Workshop Objectives:
- Learn how to identify client needs and satisfy those needs – not product pushing
- Learn how to establish a good working relationship with your clients through education and sharing – help them manage their financial affairs
- Understand why a financial plan should come first, then only the products – this is the only way to attaining financial objectives and life goals
- Learn how to develop your own business plan – your clients want to know that you are organized and successful so that in turn you can help them succeed.
Contents and Scope of Program
1 – Understand the Difference between Selling and Marketing:
- Different features- product vs. service
- Satisfying needs- producer vs. consumer
- Difference between Tactics vs. Strategies
- Marketing Concepts- the old vs. the new
- Marketing tips for success
2 – Know Your Clients – Assuring Your Own Income Stream:
- Who are your potential clients?
- What products are suitable for them?
- The personal fact find- personal details
- The personal fact find- assets and liabilities
- Present insurance and investment plans
- Anti-Money Laundering and Terrorism Finance Act, 2001
- Need-based approach- first the plan, then the products
- The Meaning of Trust
3 – Learn How Some Laws of Marketing Can Triple Your Sales:
(Concepts adopted from marketing experts - Al Ries and Jack Trout)
- How some Laws of Marketing apply to you as advisor
- How such marketing laws can be used for planning to give you competitive advantage
- Why you should go for the top in order to make good money
- Don’t attempt to commit beyond your resources
- What you should do when your marketing efforts fail.
- Marketing is all about winning
4 – Learn How To Develop Your Marketing Plan – And Your Key Result Statements To Achieve Success:
- What is a marketing plan and budget?
- How to develop a marketing plan?
- What are your Critical Success Factors?
- What is a Key Result Statement (KRS)?
- The Six Golden Rules of a KRS
- Key questions for evaluating performance
- What are the expected outcome and benefits of a KRS?
Presented by:
Mike Lee, CFP, RFP is the managing director of CTLA Financial Planners Sdn. Bhd, a company licensed by the Securities Commissions, Malaysia to conduct financial planning activities. He is a licensed Financial Planner, Chartered Marketer (MCIM, UK) and practicing Chartered Secretary (FCIS). Mike Lee is a professional trainer, speaker and author of the book “Power Concept$ - For Investing Wisely” and a technical workbook in CD format “The CTL Workbook – How To Market Unit Trusts Effectively”.
Mike contributes regularly to Sin Chew Jit Poh his solutions to readers’ financial problems and Personal Money about his views and opinions on unit trust investments and insurance matters. Prior to setting up his financial planning practice, Mike has more than 25 years’ experience in the private sector responsible for marketing and finance.
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