Welcome to 2 nd Learning Conference A Journey from Agent to Financial Planner

Transcription

1 Welcome to 2 nd Learning Conference A Journey from Agent to Financial Planner By Keyur Shah, BE, MBA, CFP CM (A gr) India s Best Expert Coach & Trainer (Fast Track CFP)

2 Ground Rules Phone Switch Off or Silent Be Physically & Mentally in a Conference Pls come in time post breaks Be a Student to Listen & Learn Note Down Imp Points of speakers Participate & ask Constructive Questions Memento or Gift provided for all of you if follow the above rules and attend full day conference.

3 Memento

4 Learn from 21+ Speakers Listen 21+ high quality Ground Level Heroes / Speakers who have successfully achieved journey from Agent to Financial Planner. They struggled hard and earned their clients Trust, Respect and Happiness. Learn how high quality knowledge & Skill sets helps to provide quality advice, achieving better conversion rate, higher Ticket Size, bigger SIP Book Size & AUM and also charge fees to clients in the long run.

5 Agenda 1) Agent to Financial Planner (IFA: Pain to Happiness Story) 2) Guest Speakers / CEO Speech (12:15 to 1:15pm) 3) Why Professionals (CA / CS / MBA / CFA etc.) need Financial Planner to manage their personal Investments? Benefits of being Financial Planner Practitioner (CFP) to Professionals (CA / CS / MBA / CFA etc.) & IFAs. (1:15pm to 4:30 pm) 4) Corporate Adviser (RM/WM/PB) Success Story Push Goals Pull Products (How to exceeds business targets) (4:45 pm to 6 PM)

6 IFA (Agent to Financial Planner) 1) Born as an Agent a) Why, how, when and where b) Struggles c) Mistakes d) Success e) Need / motivation to be a FP 2) 2nd Birth- As Financial Planner a) Why, how, when and where b) Struggles c) Mistakes d) Success e) Benefits- My Success story 3) Way Forward: Opportunities & Threats (3 years) 4) Success Secret/Qualities 5) Conclusion

7 Speakers (IFA) 1) Pain to Happiness Success Stories a) Mr. Paresh Shah, leading Sr. IFA, Borivali, Mum b) Mr. Sandeep Gandhi, CFP, Leading Sr. IFA, Rajkot c) Parshava Shah, CFP, Young IFA, Borivali, Mumbai d) Chethan S, leading IFA from Shimoga-Karnataka e) Srinivas, BE, MBA, Young IFA, BKC, Mumbai. f) Mr. Mukesh Chotani, Leading Sr. IFA, Nasik g) Bahaar Anerao, MBA, Chief Life Insurance Adviser, Kandivali E, Mumbai h) Tejas Shah, MBA (Finance) Sr. LIC Adviser, Malad (W), Mumbai

8 Guest Speakers 1) Mr. NS Kishore Kumar, MBA, CAIIB, CFP, Sr. Management Consultant & Independent Non-executive Director on the Board of The South India Paper Mills Limited, (Ex. Sr. Banker, Country Head- Investment Banking, HDFC Bank, Ex. CFO & Investment officer, SBI California- Los Angeles, USA. (Time: 12:15pm to 12:30pm) 2) CEO s Speech: Mr. Aashish Somaiyaa, B.E., MBA (Finance)- NMIMS, MD & CEO, Motilal Oswal AMC, (12:30pm to 1:00 pm) 3) Mr. Pushkar Chug, Masters in Statistics, CFP CM Sr. VP- Knowledge Management, FPSB India (1:00pm to 1:15pm)

9 Speakers (Professionals) a) Mr. Gopal Agrawal, FCA, ACS, Chief Internal Business Officer, leading Outsourcing MNC, Mumbai. b) Mr. Avinash Poddar, FCA & CFP, Leading Practitioner, & Book Author, Surat c) Mr. Hitesh Mali, Leading Business Consultant, Vadodara d) Mr. Jigar Parekh, CFP, Head-Training, Prudent CAS Ltd. g) Mr. Farhard Gadiwalla, BE, MMS-NMIMS, Mumbai, VP- Fixed Income Products, Leading Mutual Fund / AMC, h) Mr. Arvind Shah, MBA, CFP, Zone Head, ICICI Lombard GIC, Bangalore

10 Banker as a Financial Planner Today, most Private Bankers named RM / WM / PB are act as a Agent They push products which generates higher revenue. When, They learned right approach Become Financial Planner from Agent. Push Goals...Pull Products Success Stories of Bankers

11 Speakers (Bankers / RM) Push Goals Pull Products (How to exceeds business targets)(4:45 pm to 6 PM) a) Dilip Shenoy, Ex. Sr. Investment Specialist, ICICI Bank, Mumbai b) Sanjay Dubey, CFP, Sr. Branch Manager, Aviva Life, Mumbai c) Mr. Shyam Jain, CFP, GM, State Bank of India, Mumbai d) Mr. Vikram Patel, Young Banking Professional, deutsche bank, Mumbai e) Ashish Shah, MBA, Vadodara, Financial Planner (Ex. Sr. NRI Banker)

12 Agent Vs. Financial Planner # Representative of Company Vs. Representative of Customer # Self Interest Vs. Client Interest # Starts with Products Vs. starts with Goals # Short Term Vs. Long Term Benefits # Focus on Revenue Vs. Focus on Achieving Clients Goals # 1 st Impression Vs. Last Impression # Good Sales Person Vs. Good Adviser # Complex Presentation Vs. Simple Presentation

13 Benefits of Being Financial Planner Enhance Client Acquisition, Client Advisory and Client Retention Skills You will earn Highest level of Trust & Respect of your clients Receive more reference Higher Conversion Rate & Ticket Size, Bigger SIP Book Size and AUM Also Charge fee to clients Most Important you will be Happy & Satisfied Individual And Enjoy your Profession.

14 Ways Forward for Financial Planner Pride as IFA/Financial Planner Scale up (Delegate Routine work to staff, SIP in Professional Development & Learn Digital Footprint / Marketing) Succession Planning

15 Digital Footprint / Marketing Duration: 3 Months, Every Thursday Starting from 15th Oct. 12 weeks Time 8:30am to 10am, FEE: 15k, Batch size: 05, Faculty: Mr. Rawool, Venue: Xth Central Mall 1) Need of own Website / Professional ID and Social Media presence 2) SEO Analysis of Website 3) On page SEO Optimization 4) Off Page SEO Optimization 5) Social Media Optimization & Marketing

16 How to become Financial Planner 1) Classroom Starting 64 th / 65 th / 66 th Batch from 17/18 th Oct. 2) Video Learning Kit (Online / Distance Learning) For more details visit my website and post feel free to write or call or meet / Keyur.Shah@TheCFPaspirantClubIndia.Com