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Around 60 IFAs from 13 locations across India participated in the group’s first annual event.
Next Advisors group held its first annual event yesterday to mark the completion of one year of its operations in Mumbai. The theme of the event was “Innovation for Growth”.
Top MF executives and veterans from industries like FMCG and automobiles attended the event. They shared ideas on the best practices that IFAs can adopt.
Sunil Haribal, sales and training consultant, who has worked for 23 years as a sales professional in P&G India shared some interesting ideas adopted by the FMCG industry. He urged IFAs to be more visible, saying ‘jo dikhta hai vo bikta hai’ (what is seen is what sells) and urged them to keep meeting their clients often after they recommend a scheme.
He also said that IFAs could try the cold calling method and try ‘fishing’ in their immediate circle for clients if they have exhausted all other options.
Sunil asked IFAs to ‘delight’ their clients and not just ‘satisfy’ them with service. He felt that only 2% of the clients complain, 98% do not complain, and hence they don’t come back to a brand if they have a negative experience. He asked them to solve client problems on a permanent basis.
Around 60 IFAs from 13 locations across India participated in the daylong event. The other panelists shared their thoughts on areas like ‘client retention’.
Next Advisors was formed by a group of eight Mumbai-based IFAs. Their group has created a platform which allows IFAs to execute transactions online. Read more about the platform here:
Next Advisors platform allows IFAs to retain their brand identity