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Whether you have started your practice recently or have been in the profession for a few years, this video series will help you get to the next level. It will help you re-evaluate the basics and know the skills and secrets to grow further.
In this powerful video, you will get to know about 5 steps to success. If you have decided to pursue a mutual fund distribution business, this can help you redefine your goals.
You need to make a powerful impact during the first meeting to convert more prospects into clients. In this video, you will get to know 5 powerful dialogues you can use in front of your clients to convince them why they should deal with you.
If this is your first year of business, this video lesson is a must. If you do these 5 things, you will grow faster.
Many high performers have followed the rule of 10,000 hours. What does it mean? How can you benefit from it in the MFD business? Watch this video and let the secret be out.
The Rule of 10+10 is coined by Brijesh. Anyone who follows this will grow tremendously in the mutual fund distribution business. Watch this video to know more.
Prospecting and client conversion are one of the most important parts of the mutual fund distribution business. How do you break the code, convert more clients, and grow faster? In this video, Brijesh will decode the Magic number of 600.
MFDs who work silently grow faster. Why? Is it easy to work anonymously? What are the benefits? Watch this video to know more.
No business in the world can survive without clients. Clients are everything. What should be your attitude towards clients? How should you treat them? Watch this video for more.
Clients don't like surprises - keep her informed / updated The impact of a positive surprise stays short. The repercussions of a negative surprise haunt for a long time. What should be your strategy when it comes to keeping clients informed about their investments? How should you deal with negative news concerning clients? This video will give you the answer.
Soliciting business is an important part of sales. However, if some people are not responding, how long should you chase them? When should you stop and why is the answer you shall get in this video.
Looking at your AUM can motivate you. But is this the right way of looking at the strength of your business? What is AUA and why you should focus more on this number? Know it here.
Client engagement is important. However, how frequently you should communicate with clients? How much follow-up you should do? How much information you should share? Know all of this in this video.
Most MFDs work with retail clients and think they can't make it big in retail. This assumption is not right. Retail holds excellent potential if the strategy is correct. This video gives you a step-by-step process and strategy for growing AUM with retail clients. The ideas and strategy are simple to follow and execute and you can grow substantially with retail clients.
In sales, good communication is half the job done. Get better at communicating with your clients and prospects by implementing this idea.
Does social media marketing work in the MFD business? How much focus you should have on this? What is the right strategy? Know it all in this video.
This video will reveal the secret of why clients deal with you.
More than sales, MFDs need to manage clients well over a long period. There are 3 stages of client management, If known and managed successfully, you can create loyal clients.
MFDs become complacent and lazy after they achieve a particular level of AUM. What is that dangerous number and how you can get past it? Unlock this video to know more.
Is it about how much AUM you build? Is it about how much income you generate? Or is it about justifying your profession? Get the answer here.
Do you have a fear that your clients may leave you? Do you fear your AUM will drop due to this? Watch this video to get confidence about your clients and your business.
The growth of MFDs is dependent on various factors. Mostly, these factors are internal and MFDs can take control of it. This video will throw light upon 5 indicators of growth.
The growth of MFD is dependent on clients. We underestimate the potential of clients. Many of them will grow beyond your expectations. Get convinced with this video.
You don't need to compete with anyone else to grow in the mutual fund distribution business. The market size and potential are huge.
You will learn the following in this video. 1. Four pillars of the MFD profession. 2. Four Things MFDs should do. 3. Four things MFDs should avoid, and 4. Four Steps to Success.
For every MFD, reaching a milestone of 100 Crores AUM is a dream. In this video you will get 11 ideas to reach this milestone.
SIP is a game changer; for investors as well as MFDs. If you want to double your SIP book, this video will give you several insights and strategies to sell more SIPs.
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