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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 effectively.
20-Dec-2017

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 context to try and out-shout others by making a shriller marketing pitch. There is however an alternative, which might fetch you much better results not only in this tax season, but can also set a good foundation for building brand equity for your firms in the years ahead.
14-Dec-2017

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.
04-Oct-2017

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.
12-Sep-2017

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.
13-Jul-2017

Please don't buy this fund
Why would a distributor put out a communication that boldly says, "Please don't buy this fund"? Check out what reverse marketing is all about and decide whether it makes sense for your firm.
06-Jan-2017

Change your strategy: become big fish in small pond
Small fish in big pond or big fish in small pond? That’s the big dilemma facing most independent distribution firms as they confront growing competition in a rapidly expanding market. As mutual funds and capital markets become mainstream investment choices for Indian savers, there is a critical need for independent distributors to reassess their marketing and business strategy, if they are to make the most of the growth wave rather than getting swept aside by it.
15-Dec-2016

The smartest way to sell goal based plans
One of the biggest challenges that financial advisors face is the issue of delayed gratification in a world obsessed with instant gratification. You can’t instantly touch and feel what you bought based on your financial advisor’s recommendations. In this scenario, it is difficult to sell the concept of a goal based financial plan and perhaps more difficult to get an investor to stay committed to the plan over several years
09-Sep-2016

Don’t just blog; leverage “influencer marketing”
In the age of the internet and social media, the role of “influencer marketing” has undergone a significant change. Understanding and leveraging new-age influencer marketing strategies in the world of social media can help you generate far many more leads than you can perhaps even imagine.
04-Aug-2016

Great insights for IFAs from a world famous cycle-wala
You would certainly have visited a cycle shop in your neighbourhood to buy a new cycle - either as a kid, or for your kid. A boring, commoditized business you would think. What can I, as an IFA, imbibe from a cycle-wala? Lots, if the cycle-wala in question is Chris Zane, who started as a humble 16 year old cycle-wala in his town – Branford, but whose marketing genius propelled him to become one of the world’s most famous cycle retailing businesses.
19-Jul-2016

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