Breakthrough Out-Reach attemptNo. of comments:0 Umapathi Prasanna, Davanagere, 108040 On 17-Aug-2017

Indeed, I personally believe a LOT in educating & creating the awareness in the minds of the public; about importance of financial planning, savings, investments, effect of inflation, tax efficiency, liquidity, etc. I always searched for such opportunities in a tiny Market like Davanagere where there is a huge opportunity is still lying in this market to make some dramatic moves & market entries. The public here are mostly FD savvy out of which a huge chunk belongs to the retired employees and I was seriously searching for an opportunity to reach out to that target group alongwith the other groups like working class at large, young professionals, doctors, etc. I had continuously placed my efforts in place by conducting the most effective Investor Awareness Programs and interaction sessions. So far I had reached out to more than 3,000+ individuals across all walks of life through my flagship financial planning education program "LIFE-360". I had conducted 62 such programs in last 22 months since I had started the profession. However, this time I came up with an unique initiative when I had come to know that there is going to be a Life Style Exhibition which will commence from August 11th & I had immediately contacted the organizer asking for some space for us too. It all started when we were allotted a good space by the organizer as we made him to understand the importance or the reason behind why I needed the space. Now the exhibition is on & I came up with a revolutionary idea of conducting the QUIZ - exclusively about money & money management. The Quiz is well designed with more than 600 questions with 4 multiple choices for the public to answer. Now this QUIZ has become a crowd puller for us & the exhibition is on for 10 days and will wind off by 20th August. Till this moment, 900+ people have visited our stall and 200+ have made efforts to answer the QUIZ questions. We allotted only 5 questions for each participant and after the Quiz is over, 90% of the people realised that they had really not understood the money properly & now every serious brain is behind me asking for a scientific advise and also to review their existing investments. Even I had distributed a 1-page Kannada (local language) letter to all the visitors which depicted the importance of advisor in life with small illustrations. This 1-page letter has become my marketing manager. My sincere advice to all my fellow IFA friends & fraternity is to drill holes into the brains of the people; just to make them realise the importance of an advisor in their life. Once this job is done perfectly, the fellow public will be behind your life & Your life is on.... Yes, it was an unique & revolutionary idea......we planned it.....we achieved it.....

Submit Your Comments
phs9cn

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Comments Posted
No Comments Avilable

Recent Videos

Recent Articles

Copyright 2017   All Rights Reserved.Wealth Forum Ezine