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Vision 2020-Independent Financial Advisor (Set of 1)

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Vision 2020 – Independent Financial Advisor “Are you ready for the Transformation?” Addressing over 600 Mutual Fund Advisors at “The Mutual Fund Round Table Conference”, T.I.G.E.R. Santosh Nair, India’s most famous Entrepreneur Coach, Motivational & Confidence Guru, Author & a Visionary, set the stage on fire by warning people that in the next 5 years, the person who is going to be in the line of fire is “The Independent Financial Advisor”. Therefore the time has come for them not just to ‘‘change’’ but “transform’’. He said that they are in an industry which is the fastest growing, most profitable,most volatile and most unpredictable one…, yetit is the best industry of the 21st century. He shared the following Formulas/ Thoughts/ Strategies/ Commandments for Transformation of the Independent Financial Advisors: • The forces of change • The death of a salesman and the rise of an entrepreneur • 2 Resolutions to be an Entrepreneur • What kind of conferences, training programs, seminars, buddy meetings and interactive seminars they should attend • Whom should they be loyal to in the 21st century • The concept of value creation &the concept of experience creation • The wisdom manufacturing process • The Entrepreneur Growth Cycle • How prosperity of India and Independent Financial Advisor will grow together • The “Shift” that has happened in the 21st century • How to become a life advisor and the chief expert • How to charge fees for wisdom • How to create a unique value creation process for charging customers • How not to be afraid of Regulators • The concept of “Less is More” • How to multiply the quality of your life • The importance of being aware of your vision • How not to worry about Mutual Fund Companies going direct to investors • The commandments of technology and its beauty • Why not to be too bogged down by Robot advisors • How to apply the mathematical formula of addition (+), subtraction (-), multiplication (×), division (/) while selling. He concludes the session by inspiring the advisors to “Live the Life they Communicate & Live, Love their Profession and the importance of having a personal financial advisor/coach in their life” and by reinforcing to them that following the above Formulas/ Thoughts/ Strategies/ Commandments is “the only way for them to thrive and attain freedom”.

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