Can you share your journey from 20 to 340+ intermediaries associated with The Next Big Thing Program?
The Next Big Thing (NBT) program is a live example of training v/s strategy. It is a practice management program; in simple words you’re outsourcing a team of young individuals to work for you. It was my vision for a measurable growth of MFDs, insurance agents and sub-brokers by organizing the working of the unorganized financial intermediaries in terms of business structure and process driven approach.
This program was conceived with 20 members, predominantly distributors and sub-brokers. Today, we are a strong family of 340+ members. NBT is not only about sharing knowledge but also distributing important tools, tactics & strategies for client acquisition & engagement through concept selling.
We provide need-based strategies, theme-based client presentations that are inspired by various case studies and a strong research medium that we have at NBT. All the data is statistical, well analysed to provide personalisation.
Can you tell us something unique about the 12 Months online business development program?
This program provides a holistic approach to the concepts of business development for every beginner, intermediary or advanced level distributor. It is a dynamic program which encourages you to exploit opportunities in every business segment.
Topics like, ‘Welcome to Financial Jungle’, ‘An era of uncertainty’, ‘Peaceful Life vs Peaceful Death’ aim to prepare distributors to be future ready.
The USP of the program is its flexible nature and measurable growth. Here are some other key benefits:
- We talk about growth on a measurable basis, offering yearly revenue/sales tracker, lead tracker & client segmentation tools and other excel specific tools
- On joining the program, one is entitled for a dedicated relationship manager for his hand holding throughout the journey
- We provide monthly campaigns, branding images, product teasers & light reading material
How have distributors & sub-brokers benefited from your past training interventions?
We understand our distributors needs, learn their problems and then find solutions that are designed based on the market and investor behavior. Through our sessions, our distributors and sub-brokers have been able to train their employees and improve their efficiency, acquire clients and further educate their clients.
For smaller AUMs, we help establish new processes from staff training to client acquisition. We introduce them to useful tools like meeting templates, Excel basics & email marketing.
For companies with big AUMs, our approach for them is to help them utilise their resources in the optimum manner with a result-oriented approach by indulging in collaborations to expand their network in an efficient manner.
Take us through the process that you follow to make your training programs livelier?
We decide the concept, research, gather enough material, data and figures to share beforehand. Our sessions are interactive and filled with real examples, videos, case-studies and pictures. These visual tools help us convey our message in an effective manner. Also, we ensure every session is followed by a healthy question and answer round with feedback.
Apart from business development and practice management content, your course also imparts training on financial education for investors & skill enhancement for staff. What is the rationale for this?
We believe that business is also about skills, ethics and having knowledge to make decisions. We give them everything from skill based to motivational sessions; sales and goal driven team training also forms a part of NBT. Importance of small tools for staff in their daily routine helps establish a common goal and improves their internal communication.
What are the deliverables and course material that distributors get?
Thematic campaigns like Designer STP, Freedom SIP, Nivesh ka Utsav, SIP Carnival were a few situation specific campaigns being and specially designed to help the intermediaries deal with market changes and make their investors understand complex concepts in a simple manner. Planning ki Paathshala, Line of control, How to go Online, Ek Ka Chaar are other sessions that cover the need of organisational growth and business development.
We provide sessions in association with expert speakers from the industry to talk about the market overview, workshops personality & image development.
Apart from this, we provide a range of collaterals like letters for investors, PPTs, images, one pager, e-Digi cards, videos-audio messages, webinar invites, etc.
What is the investment of the distributors for this program & how can they enroll for the course online?
This is a home for growth seekers - for anyone who wishes business expansion in the coming years. One should be opportunistic for AUM and revenue growth with an investment of INR 42,500 + GST for 12 months program. MFDs can connect with my team for installment options.
Can you throw some light on your well-known Morning - 8:00 AM sessions?
They are all about starting the day with a fresh new thought, idea and positive encouragement. These sessions are around important concepts of business and life like discipline, smart investing and working through daily struggles of life.
The visual content in the form of videos and pictures, book recommendations, and daily task specific work is allotted to the intermediaries.
During complete lockdown, the distributors were demotivated; with 50 webinar sessions, we encouraged them to have a positive productive day. We successfully connected 200 partners on a daily basis. These partners needed someone to listen to them. For a change, we were simply listening and supporting them through a data driven process.
Who is behind the entire next big thing program, concept & content development?
It is a program designed and conceptualised to impart knowledge and guidance to grow your business. An excellent training program designed to cover every aspect of investing and training.
I have compiled my 26 years of experience in the field of investing into a program that gives a 360-degree view and provides a solution to all things related to finance and investing.
We have an impeccable team of young individuals who have expertise in their own field. We have a networking agent, business development executives, relationship managers, content writer and creative developers who work relentlessly to provide you with immediate updates, constant news, visual tools, researched content and more.
You can visit www.equitywala.com or write to grow@equitywala.com or simply call at 9819157787 to get more details on NBT.
