Thanks to the pandemic, the financial intermediary space have had to adapt to the virtual way of working. Now the unlocking has started. But more MFDs and RIAs are coming to the realization that they not meet clients face-to-face all the time; in fact, they can work remotely from wherever they want and be productive! Why?
One, because many clients now prefer to stay in touch via email, phone calls or video conferencing - this is safer and this way, you can avoid the long commute and traffic jams! Two, setting up virtual offices is a cost effective way to grow business. Third, you can serve clients from across the world as there are no geographical barriers. As a wise man said it, geography will soon be history!
Given the growing interest in virtual offices, Cafemutual will conduct the next episode of its insightful webinar series 'Lessons from the Masters' on this topic. To do justice to this topic, the episode will feature Gajendra Kothari of Etica Wealth Management. Gajendra has more than 16 years of experience encompassing both Indian and overseas capital markets. And he is among the leading MFDs to set up his virtual office. K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF will moderate this discussion.
The session is scheduled on Saturday, January 9 at 4.30 pm.
'Lessons from the Masters’ is a webinar series from Aditya Birla Sun Life MF and Cafemutual. Here industry’s top MFDs and trainers share the nuances of various aspects of the distribution business. The idea is to provide fresh perspectives on MF business and look at actionable ideas that can help MFDs take smarter business decisions.
Here is what to expect from this episode:
- Stepwise planning to set up virtual office
- Software and tools to increase productivity at work
- Effective client engagement through virtual communication
- Enchanting digital experience of clients
- Discussion followed by Q&A to directly address your concerns
We will take as many questions as possible to resolve your queries. If you have any questions at this point, we encourage you to post them in the comment section.
