To subscribe to our emailers, all you have to do is fill in these basic details
and click the Submit button. You will start receiving regular mails from Wealth
Forum updating you on fresh content on our site.
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.
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
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