17th May, 2019
Proven System to Sell Million Dollar Unit Trust Portfolio to High Net Worth Individuals
Organised by:
Supported by:
As a leading independent financial advisor in Malaysia, Yap Ming Hui is one of the foremost authorities on holistic wealth management and financial freedom. He is the author of six best-selling books:

1. You Can't Manage Your Money ... Especially When You're Rich
2. Maximise What You’ve Got … No Matter How Much You Have Now
3. MaxWealth: How To Maximise Your Wealth Beyond Investment Returns
4. Family Office: The Super Rich’s Secret to Wealth Maximisation 
5. Roadmap to Financial Freedom: The Ultimate Guide to Financial Freedom
6. Set Yourself FREE: How to Optimise Your Wealth and Become Wealthy with Minimum Effort and Risk

Yap Ming Hui is the founder and managing director of Whitman Independent Advisors Sdn Bhd, a leading independent financial advisory firm (RM2.78 Billion asset under advice) in Malaysia which specialises in helping clients optimise their money and achieve financial freedom. Whitman is licensed by the Securities Commission and Bank Negara Malaysia.

Yap’s personal advisory clients include some of the major owners of public-listed companies (PLCs) on Bursa Malaysia, CEOs of multi- national corporations (MNCs) and successful small-and-medium enterprise (SME) companies.

In 2008, inspired by a cold call from a single mother seeking independent financial advice, Yap decided to adapt his wealth management solutions to fit the needs of every Malaysian. The solution he created for her, the ‘Roadmap to Financial Freedom’, is showcased in his book, Roadmap to Financial Freedom.

In the past, Yap hosted a regular column in the New Straits Times and in Sin Chew Daily. From 2001 to 2002, he was invited to host a wealth management column from in THE EDGE, Malaysia’s leading weekly business publication. From 2003 to 2004, he hosted a regular column in STAR Bizweek advising high net worth individuals on wealth management issues.


In 2007, Yap was invited to share his expertise as the recurring guest for Financial Biz Buzz on the radio station, Lite FM. From Apr 2010 to Aug 2011, Yap shared financial tips and views on NTV7’s The Breakfast Show. Yap hosted the Financial Freedom Minutes segment on NTV7 every Tuesday morning.

Currently, once a month, Yap contributes to a column in the STAR Bizweek on Saturdays called Money and You. When time permits, he also contributes personal finance book reviews for THE STAR newspaper. Other than the ones mentioned above, Yap’s comments and views continue to be frequently sought by established national print and broadcast media such as BUSINESS TIMES, MALAYSIAN BUSINESS, INVESTORS DIGEST, BLOOMBERG and ASTRO.

When
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17th May, 2019 (Friday)
10:00am to 12:00pm
Whitman Independent Advisors Office
No. 19-2, Block E1, Jalan PJU 1/42, Dataran Prima, 47301 Petaling Jaya, Selangor, Malaysia.
Speaker Profile
Please bank in the payment to 704-112909-9 OCBC Bank (under Whitman Independent Advisors Sdn Bhd) and email the bank slip or transaction record to stevenchang@whitman.com.my within two days after submitting your registration for us to verify and confirm your seat.
For more information about the event, you may contact Steven from Whitman @ 03-7880 8359 or email at stevenchang@whitman.com.my
Venue
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Workshop Fee
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Yap Ming Hui
9.30 - 10.00 am
• Registration and welcome refreshment

10.00 - 10.30am 
• The threats to traditional unit trust and life insurance business
• The current challenges of traditional unit trust selling

10.30 - 11.00am
• The 3 levels of unit trust selling
• The 3 essential factors of million-dollar unit trust portfolio selling 

11.00- 11.15am
• The idea of empowering unit trust selling using internet technology

11.15 - 12.00pm
• A case study on million-dollar unit trust portfolio selling system to high net worth individuals.

12.00pm
• Event ends
Event Agenda
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Learning Objectives 
The internet is changing the landscape of business at a fast pace. This Workshop enables the participants to learn the application of internet technology into financial planning business.

The participants will be able to:
 
• Identify the threats to traditional unit trust and life insurance business
• Identify the current challenges of traditional unit trust selling
• Appreciate the 3 levels of unit trust selling
• Recognise the 3 essential factors of million-dollar unit trust portfolio selling 
• Appreciate the idea of empowering unit trust selling using internet technology
• Appreciate a case study on million-dollar unit trust portfolio selling system to high net worth individuals.
Register Here Now!
Founder and Managing Director
Whitman Independent Advisors
RM 50.00/participant