Hi Subra …should we do some training? Me: Of course R, we should…but tell me what. R: Actually whatever you want. Communication skills, Sales Closing skills, How to make a Powerful Sales Opening…. Me: hey but I rarely do this kind of stuff…I do domain related stuff, you know that for the past 10 years […]
What should one look for in an advisor-distributor or what the Americans call broker-dealer? Well let us look at what one should be careful if a distributor is a person whom you do not know? 1. Do some kind of a back ground check if he approaches you. 2. If he has been recommended by […]
Well there are (were?) many ways of selling life insurance. The more important ones are agency, bancassurance, brokers, and of course the great Multi Level Marketing. The agency model is the toughest to build and even those companies which claim to have a big agency models are seeing the productivity go down. It is much […]
Well way back in the year 2001, we were a group of people who attended a mutual fund training program. Here we were taught some very important things. One of them was “Who can invest in a mutual fund” ….Uma Shashikant gave us this answer: Now let us see who all can invest in […]
Last week Business Standard wanted to use one article from my blog..I was happy..and would have been happier if they had said….article by P V Subramanyam, Chartered Accountant, who runs www.subramoney.com… but they decided to say P V Subramanyam…Certified Financial Planner… well I am P V Subramanyam but not a financial planner..and that too not […]