While India has vaccinated over 100 crore individuals, the fear of third wave of the pandemic persists.
Still, many people may not be comfortable with physical meetings and knowledge events. In such a scenario, it is critical to adapt to the current situation and continue to approach prospective clients through different means to grow business.
Considering the new realities, we spoke to a few distributors - Debraj Sengupta of Wealth Plannerz, Kolkata and Agra MFD Dipesh Sethia who have been generating leads through host of activities. Based on our discussion, we have shortlisted four effective lead generation activities for you:
Participate in knowledge sharing platforms
Referring to knowledge sharing platforms is a general trend observed amongst investors these days. Quora is one such platform that hosts a range of Q&A for various user segments. MFDs may choose to answer the questions relating to their domain. Remember to mention complete contact details on your reply to questions.
Dipesh said that he actively participates on such platforms by posting responses to queries. Additionally, when a large number of people have a similar question, he usually addresses it by penning down an article on it.
Keep a watch on reviews and clarify misrepresentations, if any
Today online reviews play a significant role in influencing client decisions. MFDs must actively look into reviews shared by their existing clients across all platforms. Such reviews could be about your services, fund performance and so on. Whatever it is, you should immediately respond to such posts.
Debraj said that in case of negative reviews, MFDs should focus on addressing the issue. And, for a positive review, a note expressing delight to serve the client is always a good idea.
Participate in various groups
Being a part of various groups can help you increase visibility. For instance, MFDs can think of becoming member of PTA (Parent-Teacher Association) at their child’s school, a sports club, etc. This widens your reach and opens scope to get to know more people.
Enter into strategic tie-ups
Dipesh shares with us that entering into a strategic partnership with chartered accountants and insurance agents can be beneficial. It will not only help you get access to new prospects, you can increase your value propositions by offering multiple services like insurance advisory and tax planning.
Also, delivering personal finance seminars with educational institutions can also help in reaching out to masses. You can consider giving guest lectures at PG colleges voluntarily to reach out to young people.
