Deepesh Mehta, Grow Wealth
A few years back, I attended a training session conducted by Brijesh Dalmia, the Kolkata based financial adviser and trainer. He gave these two ideas to build sustainable business model.
- Do not segregate clients based on AUM. Try to offer equivalent service to each client no matter how small the ticket size is. It may help you get referrals and increase the wallet size.
- Keep yourself updated by attending events and training sessions.
Another advice that I got from S Naren, CIO, ICICI Prudential is to get organized. Better time management skills ensure that you complete your tasks easily. According to Naren, one way to do time management is to make a to-do list. However, make sure that it should be achievable. It is because of this advice I am able to achieve a work life balance today.
Sachin Kharate, Varad Financial Services
I attend a lot of seminars and conferences. In one such conference, I learnt how to build trust among clients. In order to strengthen relationship with the clients, IFAs should help them in all possible ways. In addition, advisers should set the expectation rights from the beginning to build trust among clients.
In another conference, I have learnt how facilitating a goal based investment plan is a win-win for both -advisers and clients. After following this approach, none of my clients panic during the inevitable market corrections and prefer to stay the course.
