imageAshish ModaniSLA Financial SolutionsJaipur
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  Do aur do paanch
We have earlier spoken about first moulding our own mindsets (
Stop making excuses, Mr. IFA) and then about team selection (To build a team, you need a big heart). Once the foundation is laid, the important thing is how to run the show and how to make the team a cohesive unit that pulls together in one direction rather than a collection of individuals, each doing his or her own thing. From my experience, it comes down to three Cs: Clarity, Consistency and Culture. Get these right and you can actually achieve “do aur do paanch” instead of “chaar”.

To build a team, you need a big heart
Ashish Modani continues his article series on team building with words of wisdom on what to look for when hiring new RMs and how to nurture your new RM into a winning team member

  Stop making excuses, Mr. IFA
For many growth hungry IFAs, the biggest bottleneck they see is creating and growing a team of salespersons/RMs to accelerate customer acquisition and seize business opportunities. Ashish Modani shares a very timely thought leading set of 3 articles, where he walks you through his own experiences in successfully creating and growing his team.

This email helped my client and me immensely
Ashish Modani shares a recent email exchange with a client - an exchange which gives us rich perspectives on how to deal with client worries as markets scale new highs - not just in terms of what to say, but also how to put your point across

  You should never invest in mutual funds
“You should never invest in mutual funds” – that’s exactly what I tell investors – and they love it! So I, a mutual fund distributor, am sharing this message with all my fellow distributors across the country – please go and tell your investors and prospects the same thing – “You should never invest in mutual funds”.

Regulator is making one fatal assumption
Disclosure of absolute amounts of commission in account statements will only distract rather than aid informed investment decision making, and will push intermediation towards a fee based advisory route, which typically is viable only in the HNI segment

  The 10-90 route to successful investing
Ashish Modani, SLA Financial Solutions, Jaipur, makes a very important point about what constitutes right selling. He articulates his 10-90 route to successful investing, which involves 10% advisor effort towards making a plan and suggesting good investments, and 90% effort towards avoiding pitfalls and actions that derail the plan.

Try this 10-10-10 strategy to win new clients
Ashish Modani, SLA Financial Solutions, Jaipur, discusses his 10-10-10 strategy that has enabled him to ramp up new client acquisition, despite challenging market conditions.

  What politicians can teach you about investment strategy
Ashish Modani, SLA Investment Centre, Jaipur, gives us a unique take on what politicians of today can teach us about investment strategy

2 steps to get retail investors to trust mutual funds
Retail investors do not trust mutual funds - and the reason for that says Ashish Modani is not that the products are bad - its just that we didn't help investors develop trust and confidence in mutual funds the right way. Ashish spells out how he has re-oriented his approach with 2 steps that he has taken to build retail investors trust in mutual funds. This approach is helping him grow his client base at a time when investor apathy towards mutual funds is perhaps at its highest levels. This approach also won him due recognition for innovative thinking at the recent Think BIG awards.

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