Wealth Forum Tv

Boost client acquisition by leveraging your platformSanjay Shah, Prudent Corporate Advisory, Ahmedabad

Share this Video :
More From :marketing wiz
More From :Sanjay Shah
Key Take-Aways
  • Client acquisition has to be supported by strong research for recommendations, execution and post sale customer service.

  • IFAs have to add value and remain in touch innovatively with clients.

  • To boost client aquisition, use platform tools to create a database to store email address and contact numbers, send mailers and record feedback.

  • There are marketing tools with content available that can be modified and emails can include client embedded link and referrals. Content includes PPTs, audio visuals, product specific and market knowledge.

  • For IFAs wanting visibility, create website, mobile applications through the platform. Also use services like common transaction application, automated goal planner, mobile notification application.

Share your comments
(Type INV if you are an investor)
Comments Posted
Chhabilesh Patel ARN NO :ARN 42660 Ahmadabad, 23 Aug 2018

Very nice talk of Sanjay Bhai Shah, who is dedicated to provide all the platforms needed by IFAs. Thank for the same.

Copyright 2017   All Rights Reserved.Wealth Forum Ezine