Partner Training – equitywala.com

Next Big Thing Program

Next Big Thing is a strategic Business development Program for all the financial Intermediaries to unleash their business visions in reality. While in the midst of ever changing business scenarios, we make sure to furnish strategies right in time so that your businesses never leave the development side. Achieve a Business lifestyle towards growth with us!

Challenges faced by Financial Advisors

Learn the practical solutions with NBT Program

Who can join?

What makes us unique?

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AUM Growth for Financial Advisers

Plan of Action for, Client Acquisition, Engagement & Retention

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Positioning & Process Formation

Position your business in the mindset of your investors and know the entire process of onboarding to customer support

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Office & Client management

Learn about how to effectively manage the clients using the resources

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Investor Presentations

Find market scenarios based conceptual presentations for client acquisition and retention

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Daily Business Tools

Facilitating lead generation sheets and working client dashboards

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Monthly Team and Investor Training

Productivity leads to sales - all are inter connected, learn to achieve the highest for your business

What to expect from NBT Program?

Staff Enlightenment, Recruitment Process Setting, Performance Measuring Tools
Dynamic Sales Tools & techniques
Tailor Made Solutions for various business hurdles
Product Centric Presentations, Financial Insights
Investor Awareness on Newest Subjects
Branding Tools & Marketing Strategies
Compliance & Regulatory Insights

What not to expect from NBT Program?

That we are going to train you instead we’ll stay till the execution
That we’re ONLY here for your branding
That this is a theoretical program, infact Action stands first for us
That we are just motivators, um how about no?
A fixed menu of topics, No. We love Dynamism

Equityala.com is India’s largest case study and practical learning based financial education platform.

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