The Next Level Financial Advisor

The Society of Financial Planners is organizing two full days workshop with " JAGO ADVISOR " on 30

th Nov. & 1

st 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 Get business challenges on table

and create strong foundation of event and business

Learn How to Design your Business

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.

Day 2: Get Started with Technology & Tools Understanding your Visitors - Elements

of a successful website

Understanding the world of blogging / email

marketing and its contribution to PULL Model

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

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.

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

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

jagoadvisor.com 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.

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

www.jagoinvestor.com. 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.

Date: Venue: 30th November ‘13 (Saturday) M.C. Ghia Hall, 4th Flr., Bhogilal Hargovindas Bldg., 1st December ‘13 (Sunday) 18/20, K. Dhubhash Marg, Kala Ghoda, Mumbai - 1 Participation Fees: Rs 8,000/- Rs 10,000 (Non-refundable and non-

transferable)

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