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Marketing Insights for Financial Advisors
Adopt this world leader's great sales process
Its not enough to have a great product and bring consumers to the store – ultimately, the last mile connect – the salesman, has a job to do to convert intent into a purchase. The Genius training module not only educates Apple store personnel exactly how to do this, but also offers great insights to anybody in the business of selling, on how to sell...
Try this marketing strategy this tax season
Jan-March every year is tax season. There’s a mad rush to make tax saving investments. ELSS funds compete against insurance products, bank deposits and small savings schemes for a slice of the pie. MF distributors therefore are not only competing amongst themselves, but with intermediaries of competing products as well. It is quiet tempting in this...
Check out Nilesh's novel ways of positioning SIPs
A highlight of Kotak MF’s recently concluded SIP Day was a crisp and engaging presentation by Nilesh Shah on SIPs. With anecdotes and analogies that every Indian can relate to, he succinctly drove home key aspects about SIPs that all of us try to communicate with our clients and prospects – but in his own inimitable style.
What do Sunsilk and Sapient Wealth have in common?
Community marketing is seen as one of the most potent marketing alternatives, especially in today’s hyper connected, social media oriented world. The cost is next to nothing, the value can be immense – provided the community is seen as offering value to a like minded set of consumers who share something in common.
5 awesome marketing wizards
Kotak MF and WF presented the Marketing Wiz 2017 awards to 5 smart IFA firms that have showcased 5 diverse marketing skills to spur their business growth - 5 ideas that every IFA would do well to understand and imbibe from.
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The Guerilla Advisor
Step-by-step guide to create an automatic lead generator
In the previous article, Jigar introduced us to the power of e-books as a lead generating vehicle, and showed us how to create simple e-books ourselves. The real power comes in however when you link this e-book to an automated lead generator which will work for you 24X7, 365 days, generating leads each time someone downloads a copy of your e-book. ...
A great new way to generate a thousand leads
Jigar
shares a bold new idea with which you can aim to generate a thousand leads – by creating your own e-book and giving it away free in return for contact details of the recipient.
Useful tips on social media content strategy for MFDs
Continuing his popular column on Wealth Forum called “The Guerrilla Advisor”, Jigar discusses useful tips for mutual fund distributors to consider when formulating their content strategy to effectively harness the power of social media to drive their business forward.
5 zero cost strategies to enhance your client base
Jigar Parekh, Prudent CAS, Ahmedabad,
discusses 5 zero cost strategies that every IFA can employ to significantly widen his reach and attract prospective clients.
7 low cost marketing tools to get noticed by investors
Jigar Parekh, Prudent CAS
, takes us through 7 low cost tools and techniques you can use to get noticed by prospective clients in a competitive world
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Advisor Insights
1800 new clients without spending a single rupee
In part 1 of this two part video interview with Vishranth Suresh, we discussed the genesis of Asset Plus and how the two tech buddies put together an investor-friendly app that's got a lot of new investors hooked within the first 10 months ...
1800 clients in the first 10 months
In this 2 part video interview with Vishranth Suresh, we bring you the incredible story of Asset Plus - an exciting new fintech startup, set up by two tech buddies with all of Rs.150,000 in self-funded capital. Asset Plus is off to a roarin...
Amit’s tryst with Bangkok – no, it’s not what you are thinking!
Why does Sapient Wealth’s Amit Bivalkar visit Bangkok so often? And that too, footing his own bill – not on any AMC junket. Before you let your mind run wild thinking of what he might be up to in Bangkok, let’s clarify – it’s not what you think!
Mahesh's new-age model is an eye opener for every IFA
23rd September 2017 was a red letter day for Mahesh Gattani, Balaji Investments, Amravati. He achieved a significant milestone of logging in 500 SIPs in a single day – and that too from the small town of Amravati. The feat is amazing no doubt, but what might offer rich lessons for IFAs is what went into making this happen, and t...
Unique IFA proposition drives 9cr to 202cr AuM growth in just 4 years
One of the most effective marketing strategies – especially in the financial advisory space is niche marketing. We covered this in a recent Marketing Wiz article Big fish in small pond, where we proposed that its smarter for an IFA to be a big fish in a small pond rather than a small fish in a big pond. One of the examples we qu...
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