Gajendra Kothari of Etica Wealth Management will be sharing the nitty-gritty of setting up a virtual office with K.S.Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF in the next episode of 'Lessons from the Masters'.
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 a virtual office.
The session is scheduled on Saturday, January 9 at 4.30 pm.
Importance
Following the pandemic, the financial intermediary space has had to adapt to the virtual way of working. While the unlocking has started, MFDs and RIAs have come to the realization that a face-to-face meeting with clients is not necessary 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!
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
- How to enhance the 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.
'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.
