A solid business is something that relies on processes to acquire and retain clients, yields consistent profits and builds a strong team.
Considering hypercompetitive MFD business and deferred income stream (trail commission), many MFDs would like to understand what it takes to create a solid business model. To address this question, the forthcoming episode of ‘Lessons from the Masters’ on ‘How to build a solid business model?’ will host Bharat Phatak, Director & Promoter, Wealth Managers India.
Phatak will be in conversation with KS Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF and will share with the fundamentals of creating a solid business model.
Bharat, a chartered accountant by qualification is an accomplished investment professional and possesses in-depth knowledge of the Indian securities markets. His company is the one of the largest mutual fund distribution companies in India.
The forthcoming episode will touch upon various business facets. You can expect expert tips on:
- Client acquisition and retention
- Creating processes for scheme recommendations, handling client queries and seeking investor feedback
- Hiring and retaining employees
- Reducing operational costs
- Marketing business in a cost-effective way
And much more…
Additionally, the episode will also have a ‘QnA’ session through which you can get your queries resolved.
The episode will go live on Feb 17, 2022, Thursday at 4:30 pm. Click here to register.
