Worldwide, financial distribution and advisory business, or wealth management business, is a very prestigious and rewarding business, and it has huge career prospect. In this book key aspects like prospecting, presenting, objection handling, closing and up-selling have been presented with practical clarity. Also certain sales pitches and sample speeches have been provided.
In India, financial distribution business has been a widely practised profession. Life insurance agency or stock broking has been age old professions. Mutual fund agency has also become very popular career. Financial distribution business comprises all the above and many more. So it is a vast profession, and requires a lot of expertise.
Overall this book provides necessary guidance to learn and excel, for all existing and upcoming financial distributors or wealth managers.