A new phenomenon of ‘professionals’ has been responsible for the dramatic transformation in the way financial institutions and advisors serve their clients.
This new phenomenon is highly accepted and is responsible for the departure of the narrowly defined and transactional nature of the business that was being adopted by agents. The enhanced depth and breadth of services offered by Wealth Managers are positive developments for clients and reflect the rapid change in approach of advisors and organizations.
2. Why be a part of the Wealthplanner.in advisors network?
Today the financial advisory business has become very competitive. More and more MNC’s, banks, Stock Brokers, Individual Advisors etc. Are entering into the business of distribution of financial product and services, and many more institutions / banks are planning to go retail. Therefore the choice for investors will be many.
We believe that competition will be driven by knowledge-based advice and service, supported by latest technology. The cost of operation will go up and margins might shrink. It is not viable for all players to invest in technology and brand building, and hence there is a need to form an alliance in form of advisors network.
The basis of this network is utilising the power of technology to reach out to investors. WealthPlanner.in Advisors Network will offer a great platform for all its advisors to learn, organise and grow their business.
3. Who should join?
Anyone who is involved in (or is interested in) advisory, distribution and marketing of financial products is welcome to join the network.
For instance, you may be a sub-broker of stock brokers, an Insurance agent, an AMFI registered Mutual Fund advisor, a Chartered Accountant or a Company Secretary. This can be a part-time business opportunity for many educated housewives, retired bankers and other professionals.
Even those already engaged in some other business but seeking an alternative source of income can look at this golden business avenue. Joining WealthPlanner.in Advisors network becomes an additional revenue stream. Starting and establishing your own financial operation and handsome income comparable to other professions like Medicine or Law, WealthPlanner.in can help you grow to viable level.
Young professionals out from the colleges and business schools, thinking of making a long term career in this industry can find this network helping them in their career objective.
4. Support
Wealthplanner.in extends its full support to its associates by providing -
» Training
Wealthplanner.in provides sufficient and proper training to our privileged associates. Associates are updated with the information of the latest product. Also effective training is provided like to use the latest technology and selling methods.
» Broker Login
Wealthplanner.in provides its brokers with a login id. With the help of this log-in id brokers can, efficiently and effectively, manage and look after their clients independently.
5. Confidentiality
Wealthplanner.in will never approach the clients of its independent financial advisors directly since the client has chosen to deal with you. This is the prime reason why Financial Advisors prefer to deal with Wealthplanner.in.
