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Be clear on the segment you want to work on and focus there. Client referrals are the best marketing.
Corporate presentations can get you started but don't get discouraged by initial lack of response.
Many prospects are aware of concepts like power of compounding but don't have a clear understanding on how it impacts their lifestyle. Then they see value in investing.
Service RM and operations staff are also tagged to a set of clients so that they receive the best service.
Many investors are knowledgeable and also bombarded by negative information. Focus on whether your team has touched base with clients on regular basis to reduce that noise.
I truly appreciate Vijays piercing questions which is what gets us the information for our development. Thanks Mr.Seshadri for the frank replies.
This is a very good discussion between Vijay and Mukund. We also follow a very similar model and I have got some good insights on what more can be done. Vijay was moderating the discussion very well and leading to most logical questions. Worth listening by every advisor who values client centricity more than anything. Thanks Vijay, Mukund and Wealth Forum.
