The stage is set for the next session of 'Lessons from the Masters' with noted trainer Partha Iyengar, Founder of Accretus Solutions India. Partha will be discussing ‘Life Planning’ with K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF.
Partha is well known for helping his clients with financial life planning, which essentially leads to a value-centered approach to life. And helps investors achieve their personal and financial goals while ensuring a rich and balanced life. The idea is to add value in clients' lives and retain them for life.
‘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.
The webinar will go live on Nov 26 at 4.30 p.m.
Aditya Birla Sun Life Mutual Fund is supporting this series.
Learnings to expect
- Your role in financial life planning process
- Mantras to add value in your offerings and retaining clients for life
- Understanding the mindset of clients and changing the focus from returns to goals and increase revenues as well
- Developing deeper and sustained relationships with clients
- Becoming 'Choice Architects' for your clients
