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In any business you have to be relevant and show visibility. Whether it is digital, physical or media, advisors need to use the right mix and find their own style.
A high impact, low cost step 1 of the marketing plan is to improve your existing infrastructure and invest in your staff so that you can take on new clients as well as cater to existing clients.
Brand building is not a short term exercise but it is long term intangible asset. So don't focus on the cost or expect immediate results.
Many clients think SIP and mutual funds are different. While they want to invest in SIP, they may not want mutual funds. Putting a hoarding that has both SIP and mutual funds visible will garner clients.
Sponsoring religious and social causes, adopting a road, putting a hoarding, information sessions for existing clients, calendars, columns in newspaper, social media are some of the many ways for advisors to market.
Risk profiling of the investor is very important
The awareness regarding SIP and Mutual funds both being the same has to be created. Also investors need to be aware that mutual funds carry risk factor. Only quantity of risk differs. In order to tackle inflation in long run, one needs to have some exposure to equity Investment.
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