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Business Blueprint

Retail Financial Services
by

Jack Chua

on 31 October 2013

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Transcript of Business Blueprint

BUSINESS
BLUEPRINT
WHAT MATTERS MOST?
WHAT DRIVES YOU?
FINANCIAL SERVICES
2 THINGS
TO DO
RETAIL
Financial Services
Insurance
Unit Trust
Home Loan
Tax
Estate
Business Succession
No. 2
Recession-proof Business
vs.
RECESSION PROOF
INDUSTRY
ACHIEVEMENT
Luxury car
RECOGNITION
INDEPENDENCE
Life insurance is a perpetual need
As long as there are lives or as long as human being still in existence, life insurance will be needed.
JOBS YOU CAN DO FOREVER
Job security
Promotion
Salary increment
TRAVEL
QUALITY LIFE!
GIVING BACK
MENTOR
LEISURE
FINANCIAL QUADRANTS
E
S
B
I
5% Wealth
95% Wealth
95% Population
5% Population
EMPLOYEE
BUSINESS OWNER
INVESTOR
SELF EMPLOYED
BUSINESS OWNER
OUR COMMITMENT
3 YEARS
Unit Manager
Asst. Unit Manager
Agent
Agency Manager
Group Sales Income
Total Team Members = 10 members
10 X RM100,000
=RM1,000,000 X 8% (1st yr OR)
=RM80,000 per year
3rd Year Personal Sales Income (New Business RM100,000)
- 1st year RM100,000 X (20%+9%+4%) = RM33,000
- 2nd year RM100,000 X (25%) = RM25,000
- 3rd year RM100,000 X (20%) = RM20,000
= RM78,800
1ST Year Personal Sales Income
RM100,000 X (20%+9%) = RM29,000
ASK FRIENDS
TO SAVE
THE POWER
OF RM10
???
+ MANY MORE
WHAT CAN YOU BUY WITH RM10.00 ?
BUY A MEAL?
PAY FOR
PETROL?PARKING?
INVEST IN STOCKS?
COST OF LIVING
MEDICAL EXPENSES
INCREASING
CRITICAL ILLNESS
OR...
MEDICAL CARD...
WITH RM10 A DAY
YOU ARE PROTECTED WITH
LIFE/TPD...
今天只是一棵树苗。。。
RM60,000
BUSINESS
PARTNER
2nd Year Personal Sales Income
- 1st year RM100,000 X (20%+9%) = RM29,000
- 2nd year RM100,000 X (25%) = RM25,000
= RM54,000
2 BUSINESS
PARTNERS
YOU
YOU
AUM
AUM
2 BUSINESS
PARTNERS
EVERY YEAR
RM158,000
YOUR INCOME
IN 3 YEARS
YOU
AUM
AUM
2 BUSINESS PARTNERS EVERY YEAR
AUM
PROMOTIONS
- 1st year = RM 0
- 2nd year RM100,000 X (25%) = RM25,000
- 3rd year RM100,000 X (20%) = RM20,000
- 4th year RM100,000 X (12%) = RM12,000
= RM57,000
4th Year Personal Sales Income (New Business RM60,000)
Group Sales Income
Total Team Members = 20 members
20 X RM100,000
=RM2,000,000 X 8% (1st yr OR)
=RM160,000 per year
INTRODUCTION
集团经理
Group Sales Manager
助理销售经理
Asst Sales Manager
助理销售经理
Asst Sales Manager
助理销售经理
Asst Sales Manager
助理销售经理
Asst Sales Manager
助理销售经理
Asst Sales Manager
集团经理
Group Sales Manager
Y2012 FT quota 200k
Proposed itinerary - 2 of the following cities: Rome/Florence/Milan
Italy
Y2012 FT2 quota 110k
Qingdao
Y2012 CYNR quota 40k
(within 6 months from DOC)
Hong Kong/ Shenzhen
Overseas
Incentive

THE CHOICE IS YOURS
5 YEARS
5 YEARS
NOW
EMPLOYEE
INVESTOR
SELF EMPLOYED
&
INCENTIVES
OVERVIEW
RM 6,600
THE REAL LIFE BUSINESS
RM6,500
MONTHLY INCOME
MONTHLY INCOME
Full transcript