The stage is set for the next session of 'Lessons from the Masters' with noted trainer and financial life coach 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.
'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.
Significance of life planning
While your clients have different financial needs and goals, one thing that is common among them is they all want to be in control of their life and finances. This is where life planning comes into the picture as it gives you clients clarity on achieving personal and financial goals while ensuring a rich and balanced life.
Here are some key benefits of life planning:
- Retain your clients for life
- Higher business from existing clients
- More referrals
- Helps develop deeper relationship with clients
- Creates happy clients
Here is what you can expect at the webinar:
- Discover how life planning can add value add to your practice
- Find out how your clients benefit through the life planning process
- Learn how life planning goes beyond financial planning
- Get tips on execution of life planning
The webinar will go live on Nov 26 at 4.30 p.m.
