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Excellent story and one that can be adhered to... to get the desired effect.
Really touching and inspiring.Investments and emotions so well told.
Generally Life insurance is sold for emotional reasons. It is a really good attempt to market mutual funds(sip) also for emotional reasons(goal based).
A great story. Inspiring story aswel. The most interesting part of the story is that poor Sanjay ( the IFA) survived in business for 14 years , with the ridiculous trail commissions that the fund houses are paying! And he deserves a big prise like a Nobel prize. Any ways we do not have such awards. So please provide him with a full and perpetual trail of 1% . Then , there will be so many stories of such great success.
Well described financial planning with touch of emotions...!! Indians are more attached to emotions rather than returns.!!
A very Powerful story. Thanks so much Wealthforum for sharing this. Its connects instantly with our investors. I am certainly going to use this in our client interaction from now on.
excellent yaar.
What a fantastic story, so well told. Brimming with emotion. Just beautiful!
they say investments should be sold to the heart not the brain. This is it. Awesome story for story selling. Please keep more such coming.