When you meet a new client for the first time, what exactly we as IFAs need to carry with us. What are the discussions we need to avoid. What are the point we need to tell to convert it into a business.

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You should carry a presentation where you can advise your clients on investment process highlighting the need for health and life insurance, mutual funds, goal based investing, SIP, STPs, liquid funds, etc. Tell them about your experience, what services your offer. You can consider Masterstroke Online Sales Presenters too.

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