How to Increase SIP Book

Last Update June 21, 2023
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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


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
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