|Publisher:||TV18 Broadcast Ltd (CNBC TV18)|
About the Book :
Being a financial advisor can be a challenge, irrespective of which product you are prospecting. Whether it is mutual funds, insurance or the whole package of financial planning that you seek to sell, gaining clients and retaining them can be difficult. And thats not the end of the game. Keeping abreast with markets and products, ensuring that your soft skills are always honed and acquiring numerous other social and intellectual proficiencies can make the difference between a successful agent and one who is not.
How to grow your business as a Financial Advisor is a practical guide for all kinds of financial advisors. It breaks down the complexities that go together to create a successful financial planning practice and presents them to you in a series of lucidly flowing chapters. To enhance its practical appeal, each chapter is followed by simple exercises that guide you on what actions you can take based on its content.
Hailed as The Bible of every Financial Advisor by highly experienced finance professionals who read the manuscript before it went into print, this book teaches you to set-up an ethical, service-based, thriving practice and make it grow.
The author, Nandish Desai, himself is a successful financial planner. He and his business partner Manish Chauhan (JagoInvestor.com) have come a long way since they started their fledgling advisory business. Today, they proudly showcase a client list that includes a spectrum of investors in over 25 countries. Through this book they share with you the recipe for their secret sauce.
Section 1 Practice Building
Section 2 Acquiring new Clients
Section 3 Client Psychology
Section 4 Experience sharing
Section 5 Serving Existing Clients
About the Author :
The author, Nandish Desai is a business & financial coach. For the past few years, he has been working with entrepreneurs, senior executives and highly committed individuals from all walks of life to help them reach their full financial potential. He is known for his thought provoking ideas and unconventional coaching style. He has led several personal finance workshops for companies and individual investors across India, and coached innumerable sales teams, management teams and entrepreneurs.
He writes straight from the heart and his mission is to make personal finance FUN and help people fall in love with the process of wealth creation. He is the co-founder of a financial freedom movement, Wealth Club, where committed investors enjoy an environment to learn and grow their wealth.
You can read his articles on the blog where his vision is to help financial planners build and grow their practice. His thought provoking ideas and work have been highly appreciated by different fund houses and other financial institutions across India. 11 Principles to Financial Freedom have been his earlier works on personal finance.
|Title:||How To Grow Your Business As a Financial Advisor||Publisher:||TV18 Broadcast Ltd (CNBC TV18)|
A must-read for every upcoming Financial Advisor. Very thought provoking.