Cafemutual is set to conduct the next episode of insightful webinar series 'Lessons from the Masters' with Amar Pandit, Founder, My Financial Advisor. In this episode, Amar will share insights on how to create happy clients with K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF.
‘Lessons from Masters’ is a webinar series where industry’s top MFDs and trainers share the nuances of various aspects of the distribution business. The idea is to go beyond providing fresh perspectives on MF business and look at actionable ideas that can help MFDs take smarter business decisions.
Amar is passionate about creating happy investors, which encouraged him to float the Happyness Factory that prepares financial intermediaries so that they can make every Indian investor lead a happy financial life. He has authored 5 books, 8 sketchbooks and over 1000 columns.
The webinar will go live on January 15 at 4.30 pm.
What to expect?
- Why and how to create happy clients
- Roadmap to become a happy advisor
- Enhancing client experience
- Adding value to clients’ lives
