Growth and Survival Kit for BFSI Professional & IFAs
SELF:
- Helps you to decide your own right asset allocation and Goal based Financial Planning approach.
- Teaches you to save more and invest more in right products.
- Reduces your impulse expenses and bring the financial discipline.
- Reduces element of speculation and keep you away from day/F&O trading
- Peace of mind and financial independence in long term.
CLIENT-PLANNER:
- Change your approach form “Product selling to Goal Based”
- You can provide wider advisory services (Insurance to Estate planning services to Real Estate Advisory)
- Helps in Trust building and Client Acquisition (right now in India only 1600+ CFPs & you are one of them)
- Better conversion rate (through financial calculator)
- Higher ticket size (with help of financial calculator)
- Higher motivation and confidence level.
- Family friend and trusted trouble shooter for all financial problems of family.
- Finally, You can launch a FEE based advisory.
COMPANY:
- Right approach brings more nos of clients, bigger revenue and better profit.
- Long term approach-higher retention of clients.
- Better productivity and Retention of employees.
http://www.scribd.com/doc/109565007/3-Full-Days-17th-to-21st-Batch-fast-Track-
Cfp-Exam-5-4-3-Financial-Plan-Construction-Training-Workshop-Nov-12-to-Jan-13
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