Engage in Positive Marketing

No doubt, a lot of investors are moving ‘direct’. It’s there choice. Some of them will benefit from it also while it will not work for many. A lot of IFAs and industry participants are unnecessary creating hype about adverse effect of going ‘direct’. Explaining the advantage of having an advisor is welcome but showing an investor in bad taste without an advisor is negative marketing. In fact, such marketing campaigns also create investors interest in checking out on ‘direct’ who were previously not keen to explore it. Telling the client that you will lose and suffer without an advisor is not the right strategy. Rather, we should focus only on explaining the benefits of staying with the advisor. Watch my video here – 9 Points to convince clients about staying back

Anirudh Kashyap
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