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Jagoadvisor Advisor Workshop Brochure


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Jagoadvisor Advisor Workshop Brochure

  1. 1. The Next Level Financial Advisor The Society of Financial Planners is organizing two full days workshop with th st " JAGO ADVISOR " on 30 Nov. & 1 Dec. 2013 A Two day workshop for financial advisors/planners to help them learn effective principles of practice building that adds velocity to their overall business and at the same time get more friendly with technology by learning few tips and tricks which will help them in their business. The workshop will be highly interactive, discussion based, with some group activities, role plays and short assignments which will make the whole session enjoyable. Day 1: Making the sales part fun Day 2: Get Started with Technology & Tools   Get business challenges on table and create strong foundation of event and business     Learn How to Design your Business      Understanding your Visitors - Elements of a successful website  Understanding the world of blogging / email marketing and its contribution to PULL Model  Push vs Pull model in Financial Advisory    Mastering Enrollment Process    Changing conversation around asking Fees    Operating from Service Map   OUTCOME – The Financial Advisor will have a totally new perspective on his overall practice after the program, He will learn a lot of new insights about client acquisition, serving existing clients and overall Sales. OUTCOME – The Financial Advisor will learn lots of new things about technology and how to apply them in their overall practice. They will also learn about some tools which can help them achieve better productivity and how to make their life easy with it. The real use of the Social Media & its effectiveness on your practice    Using some tools which will help you in your business    Thinking about Automation and What it can do for you   Fees Structure: The Delegate Registration Fees: Rs. 10,000 & eligible candidates can avail the following discounts;    10% SOFP Member Discount – Only for SOFP members or your should be Jagoadvisor Reader 10% Early Bird Discount – Registration on or before 31st Oct. ‘13 and a bonus signup book by Nandish Desai called – “How to Grow Your Business as a Financial Advisor” containing 50 lessons on how to grow your business as an advisor Fees includes Breakfast, Lunch & Evening Tea
  2. 2. About Trainers Nandish Desai Manish Chauhan -Business & Financial Coach -Personal Finance Blogger Nandish Desai is a business & financial coach who is fanatically passionate about coaching people. For the past few years, he has been working with entrepreneurs, senior executives and highly committed individuals from all walks of life to help them reach their full financial potential. He is known for his thought provoking ideas and unconventional coaching style. He has led several personal finance workshops for companies and individual investors across India, and coached innumerable sales teams, management teams and entrepreneurs. He writes straight from his heart and his mission is to make personal finance FUN and help people fall in love with the process of wealth creation. Nandish has also authored a personal finance book with CNBC called - "11 steps to achieve financial freedom" and another advisor centric book which is going to release very soon. He is the co-founder of a financial freedom movement, Wealth Club, where committed investors enjoy an environment to learn and grow their wealth. You can find him on the blog where his vision is to help financial planners build and grow their practice. His thought provoking ideas and work have been highly appreciated by different fund houses and other financial institutions across India. Date: 30th November ‘13 (Saturday) 1st December ‘13 (Sunday) Manish Chauhan is Personal Finance Blogger from last 6 yrs and have contributed towards Financial Literacy & Investor Education through his famous and one of the most read personal finance blog His core focus over the years have been, bringing change in the Indians mind set about money related issues & how to live a great financial life and be an informed investor. Each day he starts and ends his day with only mission of helping individuals in their financial life and motivate them to lead a great financial life. Along with his Business Partner Nandish Desai, Manish also helps people with services like Financial Planning and and their flagship program called Financial Coaching which is mentorship program in the area of financial life. They also conduct lot of Corporate and Individual Workshops. Manish has been an author of the bestselling book “16 personal finance Principles every Investor should know” which became an instant hit with readers because it was a unique personal finance book that talked about the real things concerning an investor. He is also an author of book – “How to be your own financial planner in 10 steps” which helps a person to plan his financial life step by step. Venue: M.C. Ghia Hall, 4th Flr., Bhogilal Hargovindas Bldg., 18/20, K. Dhubhash Marg, Kala Ghoda, Mumbai - 1 Participation Fees: Rs 8,000/- Rs 10,000 (Non-refundable and nontransferable) Account Number : 033705007034 Account Name : iCoach Financial Services LLP Bank – ICICI Bank IFSC Code - ICIC0000337 Branch – Pune Satara Road - 411009 Or Directly Contact “Society of Financial Planners (SOFP)” You are also eligible to get CE points given by FPSB