Money Maker

Study Circle
Mulund
Money Maker Study Circle
Mulund
This Study Circle is for Agent Advisors

Who

Are Actively in Business

3
 Purpose of Study circle

To Multiply Our Income

To Multiply Business in this Changing Market

Challenges
 Who can join this Study Circle

• Lic Agent Advisor

• General Insurance Advisors
• Mutual fund Advisors
• Certified Financial Planners
• Pvt Insurance Advisors
 Total 24 Sessions
In a Year

Monthly Two Sessions

Each session - 3 hours

 Total 25 Seat capacity
In one batch

We plan to have Two Groups

Financial Literacy Course

Available
 Timing

8:00 am to 11:00 am

Group A
Group B
We plan to start all sessions
on
Wednesday

9
 Why Study Circle
How do Advisor grow their
business when Market Changes
 Condition
Sharing and Caring is
Must for every participant
 Cost of
Study Circle

Rs 500
one session

Payment options

One two three or four months possible

 Cost includes
24 Sessions

Tea or coffee breaks

Presentations

Pendrives

Workbook

Video shoots

Podcast

Few Guest lectures and Presentations

 Topics covered

• Limra books

• Mdrt Platform selected topics

• Worlds best trainers topics for business

 Contents
Topics to cover in this session are related to
LifeInsurance
Health Insurance
And
Mutual Funds
And
Financial planning

———————————————————————————————————-

2. Mdrt platforms
3. Practice Management
4. Sales Management
Opening
1. Topics covered will be of Limra books

Opening
Elevator Speech
Elevator Speech
Important Letters of correspondence for Our Business of Financial Advising
Concepts to start the call
Ideas to take telephone appointments

Important Letters of correspondence for Our Business of Financial Advising

Preparation for the call
One page Presentations for clients
Closing tricks
Objection handling
Technology in business of
Life Insurance
Health Insurance
Mutual Funds
And
Concepts to start the call
Financial Planning

Ideas to take telephone appointments

Important CRM management check list
Outsourcing your back office services
Back office management
Budgeting for business expenditure
Taxation solutions for Individual business Agencies

Preparation for the call

How to Multiply Our Business with 4X ?
How to face and dodge the business and Market Challenges and grow business ?
What are the Common Challenges for business?
How to merge businesses with Succession planning?
How to give PowerPoint Presentation easily?

One page Presentations for clients

How to do group selling ?
How to design your website and motivate your clients to buy online?
How to market your product differently ?
How to do a podcast ?

Closing tricks
How to promote your videos?
How to brand your image ?
How to write articles in magazines and promote your business?
How to use software’s ?
How to use your mobile efficiently for business?
How to email in bulk ?
How to retain your clients for longer time ?
How to speak on the Mdrt Platform ?
How to to choose a Right Customer ?
How Customer choose their Advisor?
How to plant your Retirement Plan?
How to Choose the best plan for Kids?
How we can sell Insurance to every person ?
How Clients will come to you daily to buy any product?
How to increase your traffic of clients in your office?
How to live a stress free life?
How to choose a vision Statement for you?
How to motivate yourself daily ?
How to help clients and attract them to yourself?
Plan a Daily Time table
How to find 25 hours in a day ?
 Contents

Objection handling

Technology in business of
Life Insurance
Health Insurance
Mutual Funds
And
Financial Planning
Important CRM management check list
Outsourcing your back office services
Back office management
 Contents

Budgeting for business expenditure

Taxation solutions for Individual business Agencies
How to Multiply Our Business with 4X ?
How to face and dodge the business and Market Challenges and
grow business ?
What are the Common Challenges for business?
How to merge businesses with Succession planning?
How to give PowerPoint Presentation easily?
How to do group selling ?
 Contents

How to design your website and motivate your clients to buy

online?
How to market your product differently ?

How to do a podcast ?
How to promote your videos?
How to brand your image ?
How to write articles in magazines and promote your business?
How to use software’s ?
How to use your mobile efficiently for business?
 Contents

How to retain your clients for longer time ?

How to speak on the Mdrt Platform ?
How to to choose a Right Customer ?
How Customer choose their Advisor?
How to plant your Retirement Plan?
How to Choose the best plan for Kids?
How we can sell Insurance to every person ?
How Clients will come to you daily to buy any product?
How to increase your traffic of clients in your office?
Start a Podcast & Videocast
Webcast & Webinar
 Money Maker
Study Circle

1. Chandrahas Rahate
2. Niranjan Suvarna
3. Priyank Shah
4. Kiran Shah
5. Rajendra Dullah
6. Vinay Samota
7. Abhay Gadiyar
8. Kishore Naikwade
9. Rakhee Nesarikar
10. Alex Cardoz
11. Sachin Devkar
12. Hanumant Tikone
13. Vijay Ghosalkar
Thankyou for your valuable
time

Parag Nesarikar

9820226964
Email: paragn.saipooja@gmail.com