How to become a next level advisor
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This one-day workshop on December 21st in Ernakulum will provide guidance to independent financial advisors on how to upgrade their skills and use technology more effectively in their business. The morning session will focus on new strategies for the industry, while the afternoon will cover automation advantages. Trainer Primson Diaz is an experienced IFA and coach passionate about advising and technology. Registration fees start at Rs. 1,500 with early bird discounts available until December 12th.
How to become a next level advisor
- 1. How to become a Next Level Advisor? Venue : Hotel Woods Manner MG Road, Ernakulum Date : 21/12/2013 (Sat) Time : 9.30AM to 5.00PM We are organizing one day workshop for Independent financial advisors. This workshop mainly focus on how to upgrade towards next level through learning new mantras in financial advisory business and how to use technology in our business. We planned 1st half day for new mantras in our industry and 2nd half day for how to use technology in our business. Workshop Contents > Importance of our profession > Build foundation in advisory business > 6 step business creation system > How to use technology in our business > Advantages of Automation About Trainers Primson Diaz IFA & Financial Coach Primson Diaz is a leading IFA in Kochi. He is very passionate about advisory practice, technology and trainings. He trained many Independent advisors about advisory business & technology. Fees Structure: (Only Limited Seats) The Delegate Registration Fees: Rs. 1,500/Early Bird Offer: 1,000 (Registration on or before 12th December 2013.) Registration fees between 13th Dec - 18th Dec - Rs.1,250/Participation fees non-refundable and non-transferable Bank Account Details Ac/No : 10160100109933, Bank : Federal Bank, Branch: Varapuzha, IFSC Code: FDRL0001016, Name : Primson Diaz C V For Registration, please contact Primson Diaz | Mob: 9061113311 | Email : primson@diazinvest.com Binish N | Mob: 9495661564 | E-mail : binish85@gmail.com Don't Miss It…