Learning Conference A Journey from Agent to Financial Planner · Learn from 21+ Speakers •Listen 21+ high quality Ground Level Heroes / Speakers who have successfully achieved journey

Welcome to 2nd

Learning

Conference

A Journey

from

Agent to

Financial

Planner

By Keyur Shah, BE, MBA, CFPCM (A gr)

India’s Best Expert Coach & Trainer (Fast Track CFP)

Ground Rules• Phone Switch Off or Silent

• Be Physically & Mentally in a Conference

• Pls come in time post breaks

• Be a Student to Listen & Learn

• Note Down Imp Points of speakers

• Participate & ask Constructive Questions

• Memento or Gift provided for all of you if

follow the above rules and attend full day

conference.

Memento

Learn from 21+ Speakers

• Listen 21+ high quality Ground Level Heroes /Speakers who have successfully achieved journeyfrom Agent to Financial Planner.

• They struggled hard and earned their clients Trust,Respect and Happiness.

• Learn how high quality knowledge & Skill sets helps toprovide quality advice, achieving better conversionrate, higher Ticket Size, bigger SIP Book Size & AUMand also charge fees to clients in the long run.

Agenda1) Agent to Financial Planner (IFA: Pain to

Happiness Story)

2) Guest Speakers / CEO Speech (12:15 to 1:15pm)

3) Why Professionals (CA / CS / MBA / CFA etc.) need Financial

Planner to manage their personal Investments? Benefits of being

Financial Planner Practitioner (CFP) to Professionals (CA / CS /

MBA / CFA etc.) & IFAs. (1:15pm to 4:30 pm)

4) Corporate Adviser (RM/WM/PB) Success Story

Push Goals…Pull Products

(How to exceeds business targets) (4:45 pm to 6 PM)

IFA (Agent to Financial Planner)1) Born as an Agent

a) Why, how, when and where b) Struggles

c) Mistakes d) Success e) Need / motivation to be a FP

2) 2nd Birth- As Financial Planner

a) Why, how, when and where b) Struggles c) Mistakes

d) Success e) Benefits- My Success story

3) Way Forward: Opportunities & Threats (3 years)

4) Success Secret/Qualities

5) Conclusion

Speakers (IFA)

1) Pain to Happiness…Success Stories

a) Mr. Paresh Shah, leading Sr. IFA, Borivali, Mum

b) Mr. Sandeep Gandhi, CFP, Leading Sr. IFA, Rajkot

c) Parshava Shah, CFP, Young IFA, Borivali, Mumbai

d) Chethan S, leading IFA from Shimoga-Karnataka

e) Srinivas, BE, MBA, Young IFA, BKC, Mumbai.

f) Mr. Mukesh Chotani, Leading Sr. IFA, Nasik

g) Bahaar Anerao, MBA, Chief Life InsuranceAdviser, Kandivali E, Mumbai

h) Tejas Shah, MBA (Finance) Sr. LIC Adviser,

Malad (W), Mumbai

Guest Speakers 1) Mr. NS Kishore Kumar, MBA, CAIIB, CFP, Sr. Management

Consultant & Independent Non-executive Director on the Board of The

South India Paper Mills Limited, (Ex. Sr. Banker, Country Head-

Investment Banking, HDFC Bank, Ex. CFO & Investment officer, SBI

California- Los Angeles, USA. (Time: 12:15pm to 12:30pm)

2) CEO’s Speech: Mr. Aashish Somaiyaa, B.E., MBA

(Finance)- NMIMS, MD & CEO, Motilal Oswal AMC,(12:30pm to 1:00 pm)

3) Mr. Pushkar Chug, Masters in Statistics, CFPCM

Sr. VP- Knowledge Management, FPSB India (1:00pm to 1:15pm)

Speakers (Professionals)

a) Mr. Gopal Agrawal, FCA, ACS, Chief Internal Business

Officer, leading Outsourcing MNC, Mumbai.

b) Mr. Avinash Poddar, FCA & CFP, Leading Practitioner,

& Book Author , Surat

c) Mr. Hitesh Mali, Leading Business Consultant, Vadodara

d) Mr. Jigar Parekh, CFP, Head-Training, Prudent CAS Ltd.

g) Mr. Farhard Gadiwalla, BE, MMS-NMIMS, Mumbai, VP-

Fixed Income Products, Leading Mutual Fund / AMC ,

h) Mr. Arvind Shah, MBA, CFP, Zone Head, ICICI Lombard

GIC, Bangalore

Banker as a Financial Planner

• Today, most Private Bankers named RM / WM

/ PB are act as a Agent…They push products

which generates higher revenue.

• When, They learned right approach…Become

Financial Planner from Agent.

• Push Goals...Pull Products

• Success Stories of Bankers

Speakers (Bankers / RM)

• Push Goals…Pull Products (How to exceeds businesstargets)(4:45 pm to 6 PM)

a) Dilip Shenoy, Ex. Sr. Investment Specialist, ICICIBank, Mumbai

b) Sanjay Dubey, CFP, Sr. Branch Manager, Aviva Life,Mumbai

c) Mr. Shyam Jain, CFP, GM, State Bank of India, Mumbai

d) Mr. Vikram Patel, Young Banking Professional,deutsche bank, Mumbai

e) Ashish Shah, MBA, Vadodara,

Financial Planner (Ex. Sr. NRI Banker)

Agent Vs. Financial Planner

# Representative of Company Vs. Representative ofCustomer

# Self Interest Vs. Client Interest

# Starts with Products Vs. starts with Goals

# Short Term Vs. Long Term Benefits

# Focus on Revenue Vs. Focus on Achieving ClientsGoals

# 1st Impression Vs. Last Impression

# Good Sales Person Vs. Good Adviser

# Complex Presentation Vs. Simple Presentation

Benefits of Being Financial Planner

• Enhance Client Acquisition, Client Advisory

and Client Retention Skills

• You will earn Highest level of Trust &

Respect of your clients… Receive more

reference… Higher Conversion Rate &

Ticket Size, Bigger SIP Book Size and AUM

• Also Charge fee to clients…Most

Important…you will be Happy & Satisfied

Individual…And Enjoy your Profession.

Ways Forward for Financial Planner

• Pride as IFA/Financial Planner

• Scale up (Delegate Routine work to staff, SIP in

Professional Development & Learn Digital Footprint /

Marketing)

• Succession Planning

Digital Footprint / Marketing• Duration: 3 Months , Every Thursday

• Starting from 15th Oct. 12 weeks Time 8:30am to

10am, FEE: 15k, Batch size: 05, Faculty: Mr. Rawool,

Venue: Xth Central Mall

• 1) Need of own Website / Professional Email ID and

Social Media presence

• 2) SEO Analysis of Website

• 3) On page SEO Optimization

• 4) Off Page SEO Optimization

• 5) Social Media Optimization & Marketing

How to become Financial Planner

1) Classroom

Starting 64th / 65th / 66th Batch from 17/18th Oct.

2) Video Learning Kit (Online / Distance Learning)

• For more details…visit my website

• www.TheCFPaspirantClubIndia.Com

and post feel free to write or call or meet.

• 9167362201 / 9930751709

• [email protected]