About This Course
How to Increase SIP Book
Learning Objectives
1. SIP Habits
2. Why is SIP gaining popularity
3. Focus on growing SIP - Plug the gaps
4. The "Goal Finder" Approach and Preparing a Personalized “Financial Plan”
5. Annual Client Review
6. Referrals and Recommendations
Curriculum
SIP Habits
• Importance of habits
• Key habits of champion salespersons
• From expenses to investment mindset
• Latest SEBI guidelines, TER and Advisory
Why is SIP gaining popularity
• The India growth story
• AMFI report
• Why is SIP the preferred mode of investment
Focus on growing SIP – Plug the gaps
• Challenges – redemption and SIP discontinuation
• Identifying the gaps
• Selling products v/s selling solutions
• Need for a financial planning approach
The “Goal Finder” Approach and Preparing a Personalized “Financial Plan”
• Mastering the art of using a one-page financial planning tool - "Goal Finder" to help clients plan for their future financial goals through MF investments
• Behavioral finance - balancing emotions and logic
• Preparing and presenting a personalized and formal “Financial Plan” to the clients using SAFE “Presentation Tool”
Annual Client Review
• Client Reviews – an opportunity to consolidate sale, up-sell and cross-sell.
• Why, how and process tools for Client Reviews
Referrals and Recommendations
• Taking client feedback
• Supporting
• Gathering referrals and converting some into recommendations
₹8,999.00
