For Mutual Fund Distributors & Certified Financial Planners
Comprehensive Business Coaching Program
For Mutual Fund Distributors & Certified Financial Planners
AIM OF THE PROGRAM :
To build the capacity and capability of entrepreneurs through periodic training and coaching initiatives thereby multiplying their business revenue and productivity.
COACHING PROGRAM FOR:
- Mutual Fund Distributors
- Certified Financial Planners
- Wealth Management Firms
PROCESSES TO BE WORKED ON:
- New Client Acquisition
- Existing Client Servicing
- Lead Generation & Management
- Data Management & Analysis
- Employee Management & Development (only available with Fast Track Level 2 course)
PROGRAM HIGHLIGHTS:
- Business Development seminar
- Skills development workshops
- Knowledge enhancement workshop
- Self Development Motivational Boot-camp
- Individual professional counselling
- Study tours
- Investors awareness program
- Business Development and management toolkit
Program Versions:
- Level 1 Get Set Grow
(For developing individual MFDs)
Download Brochure - Level 2 – Fast Track
(For Growing MFDs who want to develop Servicing Employees)
Download Brochure - Level 3 – Good to Great
[For Established MFDs, who want to build efficient team of Sales and Service Employees (front office)]Download Brochure
Business Coaching Level 1: Get Set Grow
Exclusive for Aspiring MFDs & CFPs
Program Aim: To Develop new client acquisition and client servicing processes for earning
business confidence and grow business revenue
Program Actionable:
1. Build NCA Reservoir for managing client meeting
2. Learn Seven step tools and techniques for client and business acquisition
3. Execute Goal mapping for client retention
4. Learn Referencing skills for data collection
Program Details:
– Weekly offline(group) coaching session for BH (Duration 2 hrs)
– Monthly online (one to one) review session for BH
Business Coaching Level 2: Fast Track
Exclusive for Growing MFDs & CFPs
Program Aim:
To Build four business processes for Speeding up Business Productivity and Revenue
Program Actionable:
1. Build NCA and ECS Reservoir
2. Learn and implement innovative business tools and techniques for new client, business
acquisition
3. Execute Servicing activities (Review and audits) for retention, upsell and cross sell
4. Learn new leads collection skills with Referencing and IAP for lead generation
5. Learn focussed approach for HNI business development
6. Manage Service executives for opening up bandwidth and higher servicing reach
Program Details:
– Weekly offline(group)coaching session for BH (Duration 2 hrs)
– Monthly online (one to one) review session for BH
– Weekly online (group) session for employees (Duration 1 hr)
– Motivational workshop for BH
Business Coaching Level 3: Good to Great
Exclusive for Aspiring MFDs & CFPs
Program Aim:
To achieve exponential business growth by building efficient sales team for new client
acquisition, business acquisition and strengthening client loyalty
Program Actionable:
1. Establish BH as a powerhouse
2. Develop team of RM and SE
3. Setup work distribution for higher business management
4. Setup Reporting matrix for better work control
5. Set up effective employee management processes for higher employee efficiency
6. Creating multiple profit centres by developing independent RMs
7. Multiply business productivity and revenue by doing effective client management
8. Establish sustainable business legacy by effective client management
9. Execute informal and formal activities for lead generation and client loyalty
Program Details:
– Weekly offline (group) coaching session for BH (Duration 2 hrs)
– Monthly online (one to one) review session for BH
– Weekly online(group) for employees (Duration 1 hr)
– Induction and Practice sessions (one to one) for RMs
– Special sessions for 2nd generation and spouse
– Motivational workshop for BH and Employees
Inquiry Form
Complimentary Business Development & Management Toolkit
