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Business Articles and Success Stories

Attributes-of-successful-financial-distribution

Three Attributes of Successful Financial Distributor

A. Comprehensive Business Coaching Level 1 – AspiringLevel 2 – GrowingLevel 3 – Established B. Business Development Services (BDS) 1. Sales Tools a. Sales Trackersb. Sales Presentationc. Sales Stories 2. Business Process Setup a. New Client and Business Acquisitionb. Lead Generationc. Existing Client Managementd. Human Resources Management 3. Employee Induction Training a. Sales/ Relationship Staff(…
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Psychology of Achieving Business Success

A. Comprehensive Business Coaching Level 1 – AspiringLevel 2 – GrowingLevel 3 – Established B. Business Development Services (BDS) 1. Sales Tools a. Sales Trackersb. Sales Presentationc. Sales Stories 2. Business Process Setup a. New Client and Business Acquisitionb. Lead Generationc. Existing Client Managementd. Human Resources Management 3. Employee Induction Training a. Sales/ Relationship Staff(…
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An Art of Referencing / Collecting Referrals

A. Comprehensive Business Coaching Level 1 – AspiringLevel 2 – GrowingLevel 3 – Established B. Business Development Services (BDS) 1. Sales Tools a. Sales Trackersb. Sales Presentationc. Sales Stories 2. Business Process Setup a. New Client and Business Acquisitionb. Lead Generationc. Existing Client Managementd. Human Resources Management 3. Employee Induction Training a. Sales/ Relationship Staff(…
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Sparrow’s Sprout Method for Optimising Work Efficiency For Financial Advisors/Planners

A. Comprehensive Business Coaching Level 1 – AspiringLevel 2 – GrowingLevel 3 – Established B. Business Development Services (BDS) 1. Sales Tools a. Sales Trackersb. Sales Presentationc. Sales Stories 2. Business Process Setup a. New Client and Business Acquisitionb. Lead Generationc. Existing Client Managementd. Human Resources Management 3. Employee Induction Training a. Sales/ Relationship Staff(…
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10 Innovative Concepts for Prospecting

A. Comprehensive Business Coaching Level 1 – AspiringLevel 2 – GrowingLevel 3 – Established B. Business Development Services (BDS) 1. Sales Tools a. Sales Trackersb. Sales Presentationc. Sales Stories 2. Business Process Setup a. New Client and Business Acquisitionb. Lead Generationc. Existing Client Managementd. Human Resources Management 3. Employee Induction Training a. Sales/ Relationship Staff(…
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Journey from Courier Business to a Successful Wealth Management Company

I, Mr. Uday Badame, 39 years, am a successful Financial Consultant in Mumbai. I have completed my BCom and have also pursued various Business Development courses. I started my business at the age of 18 with my brother and uncle which was a courier company. I’ve faced most struggles in my initial days as I…
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Journey from a C.A. Aspirant to Successful Financial Advisor

I, Ms. Rupali Rane, 28 years, am a part of Realnet Consultancy. I completed my BCom and back then was pursuing my C.A. After failing IPCC, my dreams shattered. I was very confused and unclear about my goals. I chose to shift my industry and start fresh. I then pursued CFP and started building my…
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Journey from Zero to 100 Cr Business Empire

I, Mr. Nehal Parekh, 43 years old, am a Financial Advisor. I have completed my MBA in Finance. I run a successful Wealth Management firm – F2 Funds in Mumbai. My career began in 12 grade when I started working part time in stock markets. Post my graduation I worked in the markets for 15…
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Journey from an Engineer to Successful Financial Consultant

I, Mr V. Shrinivas, am 34 years old, born and bought up in Bengaluru and currently running a successful business in Mumbai. I completed my engineering and MBA in Marketing. I have also pursued CFP and CIA. I started my career as a Tele caller at a call centre. Later on I worked for a…
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Journey from MBA Banker to a Successful Financial Consultant

I, Mrs. Uma Chander, 40 years old, am the founder of the firm Handholding Financials. I had completed B.Com and MBA in finance. I was always interested in pursuing personal finance and got an opportunity to work for Axis bank (erstwhile UTI Bank) and then HDFC Bank. However, in the long term I wanted to…
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