A solid business model helps you to a create value proposition and position yourself competitively. From new client acquisition to running business cost-effectively, a business model plays a crucial role. But what makes a business model sustainable?
To answer this pertinent question, today’s episode of ‘Lessons from the Masters’ will host Bharat Phatak, Director & Promoter, Wealth Managers India, who in conversation with KS Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF will walk us through a business model in detail.
Bharat possesses a detailed knowledge of the Indian securities markets and is an accomplished investment professional having over 10 years of experience as a stockbroker. Bharat holds multiple professional degrees and has studied law, chartered accountancy and CFPCM (Certified Financial Planner).
Today’s episode will cover
- 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, you can also get your queries resolved through the ‘QnA’ session.
The episode will start at 4:30 pm today, Feb 17, 2022, Thursday.
Click here to book your seat now.
