Are you a Financial Advisor or you are into some kind of business in personal finance space (such as Loans, Mutual Funds, Insurance, Financial Planning, Investments, Share Market, NBFC etc)?

• Are you looking to take your Financial Business to the Next Level?

• Do you want to explore new techniques of marketing & client acquisition?

• Do you want to improve your Business Practices and Grow your Business to Double?

If your answer to any of the questions above is YES, then this Workshop is made for you.

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WORKSHOP OBJECTIVE

It will be an 8 hr intensive workshop where you will begin the day with assessing your current way of doing business, comparing it with industry standards, forecasting the upcoming changes and then learning to devise strategy & technique to grow your business.

Post the Business Practice Assessment, you will be taken to an insight of Consumer behavior on financial products, Client Acquisition Strategy, How to make your marketing more effective & translating all this in revenue for your Business.

You will be trained to access world-class digital solutions in your Business with Zero tech knowledge & skills. Not only that, the world-class solutions which you might be finding complex & costly till now will come to you as Simple & FREE.

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WHO SHOULD ATTEND?

Financial Advisors  |  Financial Planners  |  Mutual Fund Advisors  |  Insurance Advisors  |  ARN Holders  |  Insurance Agents  |  Tax Consultants  |  Loan Advisors  |  Personal Loan Agents  |  Home Loan Agents  |  Car Loan Agents  |  Business Loan Advisors |  Retirement Planners  |  Investment Advisors  |  Practicing CAs  |  Certified Financial Planners (CFPs)  |  CFP Students  |  Financial Consultants  |  CFP Aspirants  |  ITR Filing Consultants

Or Anyone who is having or wants to build own business in Financial Products & Services.

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ABOUT MONEY DIAL

Money Dial is India’s 1st & largest Online Aggregation Platform of Financial Advisors. It is an Online Market Place made of & made for Financial Professionals like you.

Money Dial is India’s only platform which works on Business Practice Management of Financial Advisors.  Money Dial brings you the platform, training, tools, technology & skills with which you learn to grow your business yourself.

Financial Advisors or Financial Business Owners can join Money Dial for Free.

To know more, visit us at https://www.moneydial.com/

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VENUE

Would be a centrally located & metro connected place in NOIDA.

The exact venue would be communicated to you 2 days prior to the event.