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Success makes you sexy - MBI

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<strong>MBI</strong> Costa Esmeralda<br />

Peninsula<br />

Arriving home…<br />

Canada 2010<br />

Only those who explore<br />

new paths will leave traces<br />

AUT 3 EUR HU 800 HUF CZ 80 CZK SK 3 EUR PL 12 PLN<br />

SL 3 EUR GR 3 EUR RO 12 RON BG 6 BGN UA 36 UAH<br />

<strong>Success</strong><br />

<strong>makes</strong> <strong>you</strong> <strong>sexy</strong><br />

Find out how <strong>MBI</strong> brings people<br />

success and provides them<br />

with a second home<br />

<strong>MBI</strong>’s five services:<br />

- Career<br />

- European LeadersAcademy<br />

- Productmanagement<br />

- Evolution<br />

- Bonification<br />

make <strong>you</strong> a successful PrivateBroker!<br />

2010


European LeadersAcademy p. 9<br />

Top hotels offer an ideal setting for the instruction of themes closely<br />

related to practice while they create an atmosphere of well-being...<br />

Antalya, Hotel Adam & Eve<br />

Legal Information<br />

“Publisher: <strong>MBI</strong> Institut für Marketingberatung AG, Hietzinger<br />

Hauptstrasse 119-121,<br />

1130 Wien, www.mbi.eu “<br />

Media proprietor: <strong>MBI</strong> Institut für Marketingberatung AG<br />

Mediaassistant: <strong>MBI</strong> PrivateBroker and Management<br />

The publisher does not assume any liability or responsibility concerning<br />

the correctness, completeness or topicality of the printed articles<br />

in this journal.<br />

The competition description and bonification information serve merely<br />

as examples. You can find the respective current conditions in the bonification<br />

descriptions for <strong>you</strong>r country.


Costa Esmeralda<br />

Peninsula page 28<br />

Bonification<br />

Rewards for <strong>you</strong>r performance.<br />

Unique, precious and exclusive<br />

rewards for PrivateBrokers<br />

page 1<br />

Evolution<br />

Online access to client and<br />

PrivateBroker data.<br />

page 16<br />

Career<br />

The brilliant as symbol for <strong>MBI</strong>’s system of success<br />

- financial freedom and personal independence<br />

page 6<br />

European<br />

LeadersAcademy<br />

The self-made man as<br />

symbol for personal and<br />

professional training in extraordinary<br />

locations.<br />

page 9<br />

Product management<br />

Exclusive services of the best product providers for<br />

the financial freedom of the clients.<br />

page 1<br />

Academy Trip<br />

Canada page 24


Financial success for everyone -<br />

For the past 0 years <strong>MBI</strong> has helped people in Central Europe in a unique<br />

way to gain clarity on vital questions. Our responsible PrivateBrokers assist<br />

thousands of clients in their economic success and in putting contentment into<br />

their lives.<br />

Fig. Vision 0 0 - No.1 Sales Force in<br />

Sales Dynamics & Sales Quality<br />

This vision entails client satisfaction and the<br />

growth required to provide continuous services.<br />

Ing. Alexander Schaufler<br />

GeneralManager & CEO<br />

Our success and edge of experience of<br />

the past years encouraged us to formulate<br />

an ambitious vision based on our<br />

values for the year 2020.<br />

Our future-oriented, trustworthy and<br />

professional values provide a clear orientation<br />

and guidance for our daily actions.<br />

They include<br />

future-orientation<br />

seeing the future as a chance<br />

credibility<br />

acting reliably and trustworthy<br />

competency<br />

being qualified and feeling responsible<br />

Horst Rückle<br />

President<br />

Source: Studio Garzarolli


that‘s what PrivateBroker stand for<br />

The <strong>MBI</strong> group:<br />

a system of success with a story of success<br />

Marketing Beratung International<br />

was founded in Austria in<br />

1989 as independent financial<br />

services group by Ing. Alexander<br />

Schaufler. Its slim and flexible<br />

organization allows for fast decisions<br />

and a fast implementation<br />

of decisions.<br />

<strong>MBI</strong> is one of the first companies<br />

in this sector to concentrate<br />

on the Central European<br />

region.<br />

Our 886 Leaders and their teams<br />

are lifelong partners for our<br />

1.0 6. 56 satisfied clients. Our<br />

8 ClientService-Agencies are<br />

competent partners for our clients<br />

and ensure their personal and<br />

economic success.<br />

This journal should serve as an<br />

additional tool on <strong>you</strong>r way to<br />

achieve financial freedom and<br />

economic independence.<br />

Congratulations on <strong>you</strong>r decision<br />

to become a successful Private-<br />

Broker.<br />

www.mbi.eu<br />

5


Career<br />

Financial <strong>Success</strong> for everyone<br />

A lot of people believe that money<br />

brings happiness. But money can’t buy<br />

happiness.<br />

It does, however, provide security. Security<br />

that gives <strong>you</strong> the reassurance to<br />

enjoy life...<br />

www.mbi.eu/eu/career<br />

…and that is what PrivatBroker stand for:<br />

“Economic freedom and financial success for everyone!”<br />

6<br />

Thousands of PrivateBroker<br />

who became successful<br />

with <strong>MBI</strong> worked in a<br />

great diversity of professions<br />

before! <strong>MBI</strong> does not<br />

place importance on what<br />

<strong>you</strong> worked as before, but<br />

on <strong>you</strong>r commitment to<br />

realize <strong>you</strong>r wishes and<br />

dreams.<br />

- Goal<br />

- Diligence<br />

- Endurance<br />

- Self-belief<br />

& a positive attitude<br />

determine <strong>you</strong>r career<br />

Fotos: f1 online


The path to success<br />

My Best Idea describes the career<br />

opportunities in <strong>MBI</strong>’s system of success<br />

with almost boundless opportunities<br />

for earnings.<br />

Your earnings consist of:<br />

1. Bonification<br />

. Commission<br />

. Academy<br />

Depending on <strong>you</strong>r position <strong>you</strong> will<br />

receive a commission and precious<br />

bonification. Meeting the objectives<br />

of the academy plan is the prerequisite<br />

for reaching the next position<br />

and, moreover, it <strong>makes</strong> <strong>you</strong> become<br />

a valuable brilliant!<br />

Each of the seven positions<br />

represents a stopover:<br />

In every country <strong>you</strong> need to acclimatize,<br />

in every position <strong>you</strong> write Units,<br />

<strong>you</strong> receive useful suggestions and a valuable kit,<br />

7 benefits of <strong>MBI</strong><br />

Career<br />

1. Performance counts<br />

2. Direct profits from <strong>you</strong>r success<br />

3. Flexible time management<br />

4. Almost boundless opportunities<br />

for earnings<br />

5. International career<br />

6. Make <strong>you</strong>r dreams come true<br />

7. A second home on the Costa<br />

Esmeralda peninsula<br />

The seven-step career of a PrivateBroker is comparable<br />

to a journey through the seven seas!<br />

To land on the emerald coast of the Caribean…<br />

lying on a white beach…<br />

with a Caipirinha<br />

in <strong>you</strong>r hands…<br />

financial success…<br />

a second home<br />

on the Costa<br />

Esmeralda<br />

peninsula!<br />

7<br />

<strong>you</strong> earn bonifications, the academy, commissions<br />

to make <strong>you</strong>r way to the next country…<br />

to make <strong>you</strong>r way to the next position


With <strong>MBI</strong> <strong>you</strong> can realize <strong>you</strong>r dream<br />

of a home in the Caribbean.<br />

For the best PrivateBrokers we are building<br />

a training center and a second home<br />

in the middle of an oasis of well-being.<br />

Unique training center<br />

and a second home…<br />

In harmony with nature and the overwhelming beauty of the beaches<br />

of the Atlantic Ocean, talents can unfold, and knowledge and tasks<br />

bringing even bigger benefits to the clients are optimized.<br />

Garzarolli<br />

Relaxation inclusive!<br />

Our PrivateBroker will have a second home in the place where ce- Studio<br />

www.mbi.eu/at/events/mbilebrities<br />

meet!<br />

costaesmeraldapeninsula Start <strong>you</strong>r international career now!<br />

Source:<br />

8


European LeadersAcademy<br />

Your market value increases<br />

7 advantages of the <strong>MBI</strong><br />

EuropeanLeadersAcademy<br />

1. Education worth an own home<br />

2. Free of cost depending on position<br />

3. Pre-selected areas of knowledge<br />

4. Practical orientation<br />

5. Benefit from the best, above all<br />

Horst Rückle<br />

6. Get to know to other people and<br />

cultures<br />

7. Makes <strong>you</strong> a top manager and<br />

a shining brilliant<br />

“Businesses in the same sector will in future<br />

only be differentiated by the quality of their<br />

employees.”<br />

The chairman of <strong>MBI</strong>’s supervisory board, Horst<br />

Rückle, has more than 35 years experience in the<br />

area of education and training. He is actively involved<br />

in the contents of the education materials<br />

and trains and coaches <strong>MBI</strong>’s executives.<br />

Horst Rückle is a highly sought-after trainer, consultant,<br />

speaker and coach, who is active all over<br />

the world. Among his customers are large enterprises<br />

like Allianz, Coca Cola, Daimler Chrysler<br />

and approx. 300 further companies. Find out more<br />

at www.mbi.eu/eu/career/horstrueckle<br />

To give <strong>you</strong> the opportunity to get to know other<br />

countries, the European Leaders Academy chose<br />

attractive locations all over the world for their training<br />

centers! The newly developed <strong>MBI</strong> training<br />

center ‘Costa Esmeralda’ will be a unique example.<br />

Start reading on p. 28 for more information!<br />

The selfmademan is the role model<br />

of the European LeadersAcademy!<br />

Leading <strong>you</strong> to success at the Costa Esmeralda Peninsula!<br />

Find more details on the training contents on the following pages...<br />

9


European LeadersAcademy:<br />

Financial Management for the upper-middle class<br />

Education:<br />

Within the <strong>MBI</strong> 1 x 1 <strong>you</strong> will learn how to set a<br />

meeting on the telephone, sales arguments, receiving<br />

recommendations and applying the individual<br />

sales conversation.<br />

The Evolution BasicTraining introduces <strong>you</strong> to the<br />

<strong>MBI</strong> online tool.<br />

Become full of success through professional sales<br />

- become success-full.<br />

European LeadersAcademy structures potentials - just like<br />

a diamond becomes a brilliant, people can become successful people!<br />

10<br />

You get to learn the most important game-rules of<br />

sales while benefiting from the fact that this help<br />

offered to <strong>you</strong> has been tested in numerous occasions<br />

and continuously improved and successfully<br />

applied. The factsheet gathers both the client’s<br />

motives and his/her personal and professional<br />

situation. The possibilities offered by the market<br />

are being compared and the ideal individual and<br />

personalized solution is being presented within<br />

the expertise.<br />

Source: f1 online


Glowing, just like a brilliant<br />

Expansion & Leadership<br />

From now on <strong>you</strong>r main activities will switch from sales to expansion and leadership. You<br />

permanently search and find new PrivateBroker and stand as a qualified instructor and leader<br />

before them.<br />

Leader have the honourable and important duty to lead responsibly their PrivateBrokers.<br />

You are an entrepreneur in an company.<br />

Education:<br />

→ Recruiting<br />

→ Role-model function<br />

→ Leader conversations<br />

→ Motivation of doing<br />

→ Leading <strong>you</strong>r team with force<br />

→ evolution LeaderTraining<br />

→ responsibility as a leader<br />

→ personality development<br />

→ achieving ones own meetings<br />

→ body language within leader conversations<br />

→ <strong>you</strong>r way to becoming a GeneralManager and a <strong>MBI</strong> shareholder<br />

11


Financial Freedom<br />

<strong>MBI</strong>’s clients can trust on various aspects (depending on their motives):<br />

- that their assets are in expert hands;<br />

Productmanagement<br />

- that the profits they make enable them to live better than others;<br />

- to have the certainty that they can dispose of their assets at the end of the term;<br />

- that financial support for their children will be provided, so they can live a worry-free life;<br />

- that they can lean back and watch their capital grow;<br />

- that the most promising investments are chosen from a variety of possibilities;<br />

- or, if desired, that high returns are first and foremost.<br />

1<br />

Quelle: f1 online


Motives:<br />

Comfort<br />

Respectability<br />

Security<br />

Care<br />

Well-being<br />

Discovery<br />

Profit<br />

7 benefits of <strong>MBI</strong><br />

Productmanagement<br />

1. <strong>MBI</strong> is independent<br />

2. <strong>MBI</strong> has top product providers<br />

3. <strong>MBI</strong> offers upmarket services<br />

4. <strong>MBI</strong> uses reputable finance management<br />

5. <strong>MBI</strong> supports clients with<br />

ZukunftsConto Know How & Help<br />

(client-related consultancy circle)<br />

6. <strong>MBI</strong> analyzes the client’s motives<br />

7. <strong>MBI</strong> enriches products with <strong>Success</strong> Universe Funds<br />

ZukunftsConto Know How & Help<br />

(client-related consultancy circle)<br />

Fact Sheet<br />

Contract Management Expertise<br />

Service Folder Advice<br />

HelpCard<br />

With the factsheet <strong>you</strong> capture <strong>you</strong>r clients’ financial situation, goals and<br />

wishes, which form the basis of the tailored expertise.<br />

During the consultancy <strong>you</strong> point out tax advantages and solutions using<br />

the ZukunftsConto.<br />

Helpcard and ServiceFolder help to organize the important documents and<br />

service offers for <strong>you</strong>r client in a systematic way.<br />

1


www.mbi.eu/eu/products<br />

ZukunftsConto:<br />

Flexibility, because who knows what life will bring in future<br />

No matter if clients make provisions for their retirement, accumulate<br />

capital with access options, financing their own homes or want<br />

to secure their family -<br />

the flexible ZukunftsConto can be taken out today and the clients<br />

can decide at a later time which areas of life (symbolically represented<br />

as a four-leaf clover) are of major importance to them.<br />

Your Private Pension -<br />

Provision for the future<br />

It is widely known that the state pension - due to the ‘generation contract’<br />

and the resulting pay-as-<strong>you</strong>-go system - will not be sufficient.<br />

Regular and long-term saving ensures <strong>you</strong> a worry-free and financially<br />

independent retirement.<br />

Your individual wishes -<br />

<strong>you</strong>r investment<br />

When choosing the right investment it is not only profit that counts.<br />

Equally decisive are other fundamental factors like security of the form<br />

of investment, flexible access to the money, time frame and reliability<br />

of the partner companies. The decision for a suitable investment form<br />

should take into consideration various aspects.<br />

Your own home<br />

<strong>you</strong>r financing<br />

There are many possibilities to realize the dream of an own home. The<br />

offered solutions and possibilities vary broadly and are difficult to see<br />

through and compare for the layman.<br />

The choice of the optimal solution requires extensive analysis. Your PrivateBroker<br />

will help <strong>you</strong> find individual and flexible financing.<br />

Insuring <strong>you</strong>r family<br />

and <strong>you</strong>r personal work-capacity<br />

The earlier <strong>you</strong> start building up assets for <strong>you</strong>r children, the smaller<br />

the future risk of overstretching <strong>you</strong>r financial abilities to support their<br />

development. Your own work-capacity should also be insured, the risk of<br />

occupational disability already affects every 4th employee.<br />

The ZukunftsConto provides flexible insurance for the basic economic<br />

needs of <strong>you</strong>r clients, and <strong>makes</strong> <strong>you</strong> the partner in their<br />

economic success. Source: f1 online, Studio Garzarolli<br />

1


ALL YOU NEED IS SUCCESS ®<br />

<strong>Success</strong> Universe<br />

The ZukunftsConto invests in <strong>Success</strong> Universe. <strong>MBI</strong> mandated the best and most recognized experts<br />

to put together <strong>Success</strong> Universe. An umbrella funds not only invest directly into shares or bonds, but<br />

distributes the capital upon other funds, such as: shares, bonds or property fund. Because each funds<br />

is being managed by a specialist, the investor can profit from the multitude of information and broad<br />

expert knowledge.<br />

www.mbi.eu/eu/successfunds<br />

Bond X<br />

Bond 2<br />

Fund X<br />

<strong>Success</strong> protected<br />

● 95% peak guarantee<br />

● 100% bonds and<br />

conservative with regard<br />

to the money market<br />

<strong>Success</strong> relative<br />

● up to 100% shares, the<br />

rest in bonds and money<br />

market<br />

● dynamic<br />

Bond 1<br />

Bond X<br />

Bond 2<br />

Fund 1<br />

Bond 1<br />

Share X<br />

<strong>Success</strong> absolute<br />

● up to 50% shares, the rest in<br />

bonds and money market<br />

● balanced<br />

<strong>Success</strong> flexible<br />

● Top Rating<br />

● Most promising investment<br />

class<br />

● Flexible mix of shares, bonds,<br />

raw materials, real estate and<br />

alternative strategies<br />

● dynamic<br />

Share 2<br />

Fund X<br />

Fund 1<br />

<strong>Success</strong> Funds Fig. Principle of funds<br />

15<br />

Share 1<br />

Share X<br />

Share 2<br />

Share 1


The core of <strong>MBI</strong><br />

- Your personal instrument<br />

on the way to better earnings<br />

is <strong>MBI</strong>’s online tool supporting <strong>you</strong> on <strong>you</strong>r path to success. It is unique<br />

in the whole industry!<br />

Possibilities with<br />

→ You can use worldwide hours a day, 65 days a year!<br />

→ View and manage appointments and client data<br />

→ Get to know to <strong>you</strong>r clients better by motive analysis<br />

→ Create an expertise and provide tailored consultations<br />

→ Download <strong>you</strong>r data, commission and account sheet<br />

→ Team management: overview of the success of <strong>you</strong>r team<br />

→ prematurely recognising and editing interventions<br />

→ current contractual data through the direct connexion to the large product offerers<br />

The system does not require lengthy training, neither is there<br />

a software to be paid. Within a few minutes it provides <strong>you</strong><br />

with an overview of YOUR TEAM.<br />

16<br />

Source: f1 online


“<strong>Success</strong> at <strong>MBI</strong> is no coincidence -<br />

it is planned and supported!”<br />

is programmed in our Viennese headquarters<br />

by a high-class IT team and is continuously<br />

upgraded to meet the requirements of the<br />

future and fulfill them as early as possible.<br />

PrivateBroker automatically gain access to<br />

after the base seminar at their national<br />

SalesService - the back office of <strong>MBI</strong>.<br />

Desktop<br />

Right after accessing evolution, the most important<br />

issues appear on <strong>you</strong>r personal desktop.<br />

Including: current appointments, new interventions,<br />

duties and the next birthdays.<br />

More information on: www.mbi.eu/eu/services<br />

17<br />

7 benefits of <strong>MBI</strong><br />

1. Tailored to <strong>you</strong>r needs<br />

2. Identify clients’ motives<br />

3. Perfect Timemanagement<br />

4. Management tool<br />

5. Accessible anywhere and at all<br />

times<br />

6. Easy recognising important key<br />

figures<br />

7. Quick overview of earningst


1. Factsheet -<br />

learn more about <strong>you</strong>r clients<br />

Die Zukunft beginnt jetzt<br />

<strong>MBI</strong> M A R K E T I N G B E R AT U N G I N T E R N AT I O N A L<br />

<strong>MBI</strong> ist als unabhängiges Finanzdienstleistungsunternehmen im europäischen Raum erfolgreich tätig. Dabei<br />

hat die Entwicklung der letzten Jahre gezeigt, dass wir mit unserem Engagement und unseren Unternehmenswerten<br />

zukunftsorientiert, glaubwürdig und kompetent viele Klienten gewinnen konnten.<br />

The factsheet (Fig., right) identifies the financial situation,<br />

goals and wishes as well as the motives of <strong>you</strong>r clients.<br />

Unsere bestens ausgebildeten PrivateBroker, die Qualität der angebotenen Dienstleistungen und nicht zuletzt<br />

unsere Unabhängigkeit machen uns zu einem geschätzten und gern gesehenen Beratungsunternehmen. Das hat<br />

Die Zukunft beginnt jetzt<br />

seine Gründe, denn wir stellen Ihnen unser <strong>MBI</strong> Expertenteam zur Verfügung, welches Sie kompetent betreut und<br />

Ihnen hilft, Ihre Träume und Wünsche zu verwirklichen.<br />

<strong>MBI</strong> M A R K E T I N G B E R AT U N G I N T E R N AT I O N A L<br />

Die meisten unserer Klienten kamen auf Grund einer qualifizierten Empfehlung zu uns. Mehr als 1 Million Klienten<br />

haben <strong>MBI</strong> ist so als unser unabhängiges Finanzmanagement Finanzdienstleistungsunternehmen kennen- und schätzen gelernt. im Eine europäischen regelmäßige Raum Überprüfung erfolgreich der tätig. Klientenzu- Dabei<br />

friedenheit hat die Entwicklung hilft dabei, der laufende letzten Jahre Verbesserungen gezeigt, dass zu erzielen. wir mit unserem Engagement und unseren Unternehmenswerten<br />

zukunftsorientiert, glaubwürdig und kompetent viele Klienten gewinnen konnten.<br />

After conducting the needs assessment in Evolution <strong>you</strong> will<br />

Unsere bestens ausgebildeten PrivateBroker, die Qualität der angebotenen Dienstleistungen und nicht zuletzt<br />

Fragen unsere Unabhängigkeit zur Klientenzufriedenheit<br />

machen uns zu einem geschätzten und gern gesehenen Beratungsunternehmen. Das hat<br />

receive <strong>you</strong>r perfect sales tool: seine the Gründe, denn personal wir stellen Ihnen unser <strong>MBI</strong> Expertenteam expertise. zur Verfügung, welches Sie kompetent It ena-<br />

betreut und<br />

Ihnen hilft, Ihre Träume und Wünsche zu verwirklichen.<br />

Was hat Ihnen bei unserem bisherigen Welchen Personen möchten Sie einen solchen finanziellen Nutzen<br />

bles <strong>you</strong> to provide tailored consultancies Gespräch Die meisten am unserer besten gefallen? Klienten kamen auf Grund vorrangig to einer bieten? qualifizierten <strong>you</strong>r Empfehlung clients.<br />

zu uns. Mehr als 1 Million Klienten<br />

haben so unser Finanzmanagement kennen- und schätzen gelernt. Eine regelmäßige Überprüfung Zuname, Vorname, der Adresse, Klientenzu- Telefon<br />

friedenheit hilft dabei, laufende Verbesserungen zu erzielen.<br />

Informationen dabei? � Ja � Nein<br />

Wenn ja, welche?<br />

Wollen Sie auch in Zukunft über<br />

Neuerungen am Finanzmarkt<br />

informiert werden?<br />

� Ja � Nein<br />

Waren neue, für Sie interessante<br />

Sind Sie der Meinung, dass diese<br />

Informationen dabei? � Ja � Nein<br />

Informationen auch für andere<br />

Wenn ja, welche?<br />

Personen interessant sind?<br />

� Ja � Nein<br />

Sind Sie der Meinung, dass diese<br />

Informationen auch für andere<br />

Personen interessant sind?<br />

Know How & � Ja Help � Nein<br />

3. Client and contract data<br />

Waren Fragen neue, für zur Sie interessante Klientenzufriedenheit<br />

Was hat Ihnen bei unserem bisherigen<br />

Gespräch am besten gefallen?<br />

Wollen Sie auch in Zukunft über<br />

Neuerungen am Finanzmarkt<br />

informiert werden?<br />

� Ja � Nein<br />

8<br />

8<br />

Know How & Help<br />

5<br />

4<br />

3<br />

2Welchen<br />

Personen möchten Sie einen solchen finanziellen Nutzen<br />

vorrangig bieten?<br />

1<br />

Zuname, Vorname, Adresse, Telefon<br />

5<br />

Wen kennen Sie, der gerne sein Einkommen aufbessern möchte?<br />

4<br />

23<br />

12<br />

1<br />

Zuname, Vorname, Adresse, Telefon<br />

Wen kennen Sie, der gerne sein Einkommen aufbessern möchte?<br />

M A R K E T I N G B E R AT U N G<br />

Zuname, Vorname, Adresse, Telefon<br />

I N T E R N AT I O N A L<br />

2<br />

1<br />

<strong>MBI</strong> Anlagen- u. Marketingberatung GmbH<br />

Hietzinger Hauptstraße 119–121, A-1130 Wien<br />

tel +43 [1] 879 00 70-0, fax +43 [1] 879 00 70-9812<br />

e-mail headoffice@mbi.co.at, www.mbi.eu<br />

M A R K E T I N G B E R AT U N G<br />

I N T E R N AT I O N A L<br />

<strong>MBI</strong> Anlagen- u. Marketingberatung GmbH<br />

Hietzinger Hauptstraße 119–121, A-1130 Wien<br />

tel +43 [1] 879 00 70-0, fax +43 [1] 879 00 70-9812<br />

e-mail headoffice@mbi.co.at, www.mbi.eu<br />

M A R K E T I N G B E R A T U N G<br />

I N T E R N A T I O N A L<br />

Bedarfsanalyse<br />

Fact Sheet<br />

Klient: Datum:<br />

PrivateBroker (Analyst): PrivateBrokerNr.:<br />

PrivateBroker (VG): PrivateBrokerNr.:<br />

Expertise Nr.:<br />

2. Expertise -<br />

Expertise Nr.:<br />

point out tax benefits and needs<br />

- it pays off<br />

The expertise (Fig., right) is a custom-tailored, detailed presen-<br />

tation of the client’s overall situation generated by<br />

Its content is compiled by an independent renowned tax consultancy<br />

firm. The expertise has a value of a few hundred<br />

Euros. For <strong>you</strong>r clients, however, it is free of charge.<br />

Through the direct exchange of data with all important product offerers, contract and payment information<br />

of <strong>you</strong>r clients are available for <strong>you</strong> on a daily bases. Therefore <strong>you</strong> need as a PrivateBroker only a system<br />

that offers <strong>you</strong>, bundled, all the needed information. Here <strong>you</strong> can find the most important criteria for <strong>you</strong>r<br />

clients quickly and easily. also provides the possibility to view the contracts closed by the<br />

PrivateBrokers of <strong>you</strong>r team. It enables <strong>you</strong> to actively be involved in customer care, for example with<br />

the up-to-date list of birthdays of <strong>you</strong>r clients.<br />

“Surprise <strong>you</strong>r clients with a<br />

Happy Birthday!”<br />

18<br />

M A R K E T I N G B E R A T U N G<br />

I N T E R N A T I O N A L<br />

Bedarfsanalyse<br />

Klient: Datum:<br />

PrivateBroker (Analyst): PrivateBrokerNr.:<br />

PrivateBroker (VG): PrivateBrokerNr.:<br />

1<br />

1<br />

Source: f1 online


doing the right thing and doing it often!<br />

4. My documents<br />

“My documents” provides an overview of <strong>you</strong>r earnings as well as product material and internal documents.<br />

In the menu item “My documents” <strong>you</strong> find important product documents and <strong>you</strong>r invoicing documents,<br />

such as: information, commission, accounts sheet, which can be printed out for the current month.<br />

Some current statistics can be viewed on daily basis.<br />

From the position SalesManager or AreaAgency on, <strong>you</strong> will additionally be provided with a team overview<br />

and the outstanding management tools Manager and Own Unit Competition.<br />

5. Weekly schedule - <strong>you</strong>r perfect calendar management<br />

With the weekly schedule <strong>you</strong> can:<br />

→ Manage <strong>you</strong>r own appointments<br />

→ Organize the appointments of <strong>you</strong>r team<br />

Moreover, the statistics IV can be used for self-monitoring.<br />

They show how many appointments or contracts <strong>you</strong> or <strong>you</strong>r PrivateBroker need to complete in the<br />

respective month to meet the goal and reach the next higher position.<br />

Raise <strong>you</strong>r sales performance with<br />

and increase <strong>you</strong>r EARNINGS!<br />

19


Sparkle and shine like the marvelous<br />

city Toronto on the next Academy Trip!<br />

<strong>MBI</strong> <strong>makes</strong> it possible…<br />

Canada 2010<br />

0<br />

Quelle: f1 online


Bonifications The proof of success<br />

Who has confidence in <strong>MBI</strong> will learn how to climb the ladder<br />

to success and receive appreciation and valuable rewards.<br />

The success of PrivateBrokers manifests itself in income<br />

and special rewards<br />

1<br />

7 benefits of <strong>MBI</strong><br />

Bonifications<br />

1. Proof of success<br />

2. Make performance visible<br />

3. Prestige<br />

4. Valuable<br />

5. Jewellery<br />

6. Unique<br />

7. A second home


<strong>MBI</strong> bonification: unique, valuable<br />

SalesAgent / SalesManager and SalesAgency<br />

Your own performance and <strong>you</strong>r sales talent will get <strong>you</strong> further to the top,<br />

where <strong>you</strong> will not only be able to enjoy <strong>you</strong>r personal success but <strong>you</strong> will<br />

also have the first bonifications waiting for <strong>you</strong>.<br />

You move up step by step:<br />

• <strong>MBI</strong> needle in bronze<br />

• <strong>MBI</strong> needle in silber<br />

• <strong>MBI</strong> needle in gold<br />

GroupManager and AreaAgency<br />

Repeat <strong>you</strong>r great performance and<br />

receive up to four brilliants on <strong>you</strong>r<br />

gold needle!<br />

Repeat <strong>you</strong>r great performance and receive up to four brilliants on <strong>you</strong>r<br />

gold needle!<br />

<strong>MBI</strong> 777 silver bar: By repeating <strong>you</strong>r success <strong>you</strong> can also embellish <strong>you</strong>r<br />

<strong>MBI</strong> silver bar with up to seven sapphires!<br />

Take this extraordinary challenge and qualify for an exclusive holiday in the<br />

wonderful Costa Esmeralda peninsula according to the national description.<br />

“It is a positive sign if <strong>you</strong> make more money in <strong>you</strong>r<br />

second occupation than in <strong>you</strong>r first job”<br />

Horst Rückle.<br />

As a visible sign for an <strong>MBI</strong> leader <strong>you</strong> will write with the golden <strong>MBI</strong> Cross.<br />

The <strong>MBI</strong> Cross represents <strong>you</strong>r position in the company - it will be a distinctive,<br />

precious symbol to <strong>you</strong>.<br />

When <strong>you</strong> reach this position, <strong>you</strong> raise <strong>you</strong>r income and have the freedom<br />

of a self-employed entrepreneur.


and exclusive for PrivateBrokers<br />

<strong>Success</strong> has the tendency to grow, it spreads to the surroundings<br />

of successful people. If <strong>you</strong> consistently follow<br />

the path of success, <strong>you</strong> can reach the top position<br />

of a GeneralManager.<br />

TeamManager and GeneralAgency<br />

You are successful and support <strong>MBI</strong>’s values. The <strong>MBI</strong> gold watch shows<br />

<strong>you</strong>r status at first sight.<br />

It is one of the highest awards! <strong>MBI</strong> also thinks of <strong>you</strong>r next of kin - the<br />

manager pension plan provides <strong>you</strong> and <strong>you</strong>r family with additional security.<br />

This exclusive golden watch is a visible sign<br />

for loyalty and <strong>you</strong>r exceptional performance<br />

in team management.<br />

DivisionManager and DistrictManager<br />

Setting an example is <strong>you</strong>r guiding principle. As manager of a division <strong>you</strong><br />

should stand out from the rest and also show <strong>you</strong>r special position in <strong>MBI</strong><br />

externally. If <strong>you</strong> are male, <strong>you</strong> will be recognized as a DivisionsManager by<br />

<strong>you</strong>r tie chain, if <strong>you</strong> are female, <strong>you</strong> wear the <strong>MBI</strong> collier<br />

Bronze, silver with sapphires, gold with brilliants primp<br />

<strong>you</strong> and are a proof that <strong>you</strong> rise to a challenge!<br />

GeneralManager<br />

You have reached the goal! You are in the highest position in <strong>MBI</strong> because<br />

<strong>you</strong> followed the success factors and now <strong>you</strong> will receive the golden <strong>MBI</strong><br />

signet ring with brilliants and an engraving of <strong>you</strong>r initials.<br />

It will make <strong>you</strong> recognizable as ‘fore-runner’, and lets people know <strong>you</strong> are<br />

at the front. And the person at the front is the one who is admired and belongs<br />

to those who have made it.


Canada - on the trail<br />

…especially from nature <strong>you</strong> can gain new innovative ideas<br />

and revive <strong>you</strong>r energy and motivation!


of unique nature<br />

Only those who explore new paths<br />

will leave traces<br />

Academy Trip Canada 2010:<br />

Program:<br />

- Niagara Falls<br />

- Lumberjack Show<br />

- Teambuilding in the Canadian outback<br />

- <strong>MBI</strong> 0 Years Party in the CN Tower in Toronto<br />

5<br />

All pictures by a1 studio


Career - Join the success<br />

6<br />

7 benefits for<br />

GeneralManagers<br />

1. GeneralManager<br />

Pension-Commission<br />

2. Membership for Club VII<br />

3. Special training<br />

with Horst Rückle<br />

4. GeneralManager<br />

Social Fund<br />

5. Personal coaching<br />

with Horst Rückle<br />

6. Penthouse on the<br />

Costa Esmeralda peninsula<br />

7. Holidays with <strong>you</strong>r family<br />

Quelle: f1 online


The base seminar is the start of <strong>you</strong>r<br />

path of success at <strong>MBI</strong><br />

Your performance is honored right from the start. With just a few hours<br />

every week <strong>you</strong> can set the foundation for <strong>you</strong>r additional income.<br />

After completing the training and with consistent adherence to <strong>MBI</strong>’s<br />

success factors <strong>you</strong> can comfortably and flexibly earn a higher income<br />

than <strong>you</strong> do with <strong>you</strong>r main job.<br />

Start <strong>you</strong>r career as PrivateBroker now, complete the base seminar<br />

and become member of a team, ClientService or SalesService,<br />

depending on <strong>you</strong>r personal strengths.<br />

Win new clients<br />

TEAM<br />

As a PrivateBroker <strong>you</strong> interact<br />

confidently with people<br />

and enjoy offering chances to<br />

others.<br />

You make many new contacts<br />

and have a large network of<br />

friends and acquaintances.<br />

Extending the client<br />

relationship with<br />

standard products<br />

Three functional areas within <strong>MBI</strong><br />

CLIENTSERVICE<br />

If <strong>you</strong> work in ClientService,<br />

<strong>you</strong> are a professional with<br />

expert knowledge who likes<br />

building strong client relationships.<br />

GeneralManager often receive<br />

Special Benefits as a treat.<br />

In appreciation for good performance <strong>MBI</strong> protects GeneralManagers and their<br />

families in emergency cases or sickness. <strong>MBI</strong> provides the GeneralManager pension<br />

fund and the GeneralManager Pensions-Commissions.<br />

So <strong>you</strong> can sleep peacefully in all situations...<br />

Special trainings to foster personal development in the most beautiful places on<br />

earth as well as opportunities for holidays and further education in the Caribean<br />

are a sign of special appreciation for our GMs:<br />

In one of the most beautiful places on earth <strong>MBI</strong> builds a second<br />

home for top executives, PrivateBrokers and their families<br />

themed ‘Coming Home’.<br />

7<br />

Ensuring the client<br />

relationship by individual<br />

solutions<br />

SPECIAL-<br />

SERVICE


C o s t a E s m e r a l d a<br />

“The most beautiful thing<br />

I ever saw in my life.”<br />

Christoph Columbus<br />

The golden words of the great explorer describe what<br />

comes into the mind of every visitor of this place: the<br />

wonderful peninsula Costa Esmeralda!<br />

Creative Center (1)<br />

This area is suited to maximize inspiration and<br />

creativity. It is situated on the edge of the cliffs<br />

and equipped with modern facilities.<br />

The generous design allows for outdoor activities,<br />

educational events, trainings and conferences.<br />

Villas (2)<br />

The seven modern designed villas on the peninsula<br />

are in perfect harmony with the exotic natural<br />

setting.<br />

8<br />

Every villa has a private infinity pool, a home entertainment<br />

cinema, a large area with lounge &<br />

bar, living and dining areas, and two Jacuzzis in<br />

the upper floors.


P e n i n s u l a<br />

Platinum Club (5)<br />

The Platinum Club offers an exotic pool area<br />

and floating beds. Here <strong>you</strong> can enjoy delicious<br />

fresh cocktails and snacks as well as<br />

a beautiful sea view and allow <strong>you</strong>rself to be<br />

pampered with a relaxing massage.<br />

Relaxing hot spots (3)<br />

In the center of the peninsula there is a 550 year old tree.<br />

This could have been the tree that already welcomed<br />

Christopher Columbus on his arrival in the New World.<br />

From this central point <strong>you</strong> can walk to the ‘Quiet Triangle’<br />

and retreat in the unique, tropical surroundings to enjoy<br />

the beautiful sunset over the Atlantic Ocean.<br />

Alexander‘s Restaurant (4)<br />

The Seafood Restaurant of the resort - on the tip of<br />

the peninsula - offers a large range of seafood, a show<br />

kitchen, a Teppanyaki grill and a Sushi bar.<br />

It houses a first class modern bar where <strong>you</strong> can get<br />

the best cocktails.<br />

www.mbi.eu/eu/events/costaesmeraldapeninsula<br />

Fig. Site plan<br />

of Costa Esmeralda Peninsula<br />

1<br />

5


<strong>MBI</strong> Life - Good prospects for <strong>you</strong>r future<br />

● Make <strong>you</strong>r dreams come true by boundless opportunities for earnings.<br />

● Get to know to other countries and cultures and benefit from the best.<br />

● <strong>MBI</strong>’s independence lets <strong>you</strong> enjoy the service of the best product providers.<br />

● Use on <strong>you</strong>r way to increase <strong>you</strong>r earnings.<br />

● Enjoy <strong>you</strong>r success and <strong>you</strong>r second home on the Costa Esmeralda.<br />

Modern villas of top designers and star architects<br />

in magnificent surroundings are at <strong>you</strong>r disposal.<br />

Enjoy the feeling of having arrived home.<br />

You will have the opportunity to gain further education<br />

and inspiration in the newly developed <strong>MBI</strong><br />

training centre on the Costa Esmeralda.<br />

The European LeadersAcademy chooses attractive<br />

destinations all over the world for their training<br />

centers. Currently, international training opportunities<br />

include such as the Schlosshotel Schönbrunn,<br />

Vienna, Hotel Hilton, Egypt and the Hotel<br />

Adam & Eve, Antalya<br />

0<br />

To reward the best PrivateBroker for their dedication<br />

in a very special way, every year <strong>MBI</strong> invites<br />

them to an extraordinary trip.<br />

This trip does not only bring about a new sensation<br />

of freedom and cultural education but also<br />

various possibilities for personal development.<br />

Every trip has an exclusively tailored individual<br />

theme. <strong>MBI</strong> chooses special locations and activities<br />

<strong>you</strong> won’t be able to find in any catalogue<br />

anywhere, and which otherwise, if at all, would be<br />

open only to VIPs… Source: Studio Garzarolli


The <strong>MBI</strong> Academy Trips!<br />

1<br />

Canada 2010


Within the <strong>MBI</strong> everyone gets the same chance.<br />

The difference lies only within the personal path,<br />

which has to be chosen by oneself.<br />

<strong>MBI</strong> offers <strong>you</strong> both a start in the career <strong>you</strong> have<br />

long longed for, but also offers <strong>you</strong> the five services<br />

as assistance! “You only have to walk the<br />

path <strong>you</strong>rself!”<br />

Reserved for PrivateBroker!

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