MFD Strengths, Weaknesses, Opportunities, Threats | Brijesh Dalmia | Network FP | SuccessTalks

Описание к видео MFD Strengths, Weaknesses, Opportunities, Threats | Brijesh Dalmia | Network FP | SuccessTalks

Brijesh Dalmia‪@brijeshdalmia1812‬ is the founder of Dalmia Wealth Pvt Ltd and a founding force of Foundation of Independent Financial Advisors (FIFA) and an author of 9 books on personal finance, mutual funds and life. Beyond financial distribution practice, he coaches and leads as the Founder of ‪@MasterStrokeOnline‬, a leading technology and sales platform for MF distributors.

Financial Advisors & Distributors can watch all the previous episodes of NFP SuccessTalks with other prominent guests and other free resources here (Open a free account) https://learn.networkfp.com/signup

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Timestamps
00:00- Introduction
1:37- Before Finance: What led you here?
4:04- Back to Your CFP Education Provider Days
7:03- Managing ₹750 Crores: The Dalmia Wealth Story
11:02-Masterstroke: Creating Tools for Success
16:31- A SWOT Analysis of Mutual Fund Distributors
25:41- The Top Traits for MFD Success
27:50- Going Beyond Mutual Funds: How to Help Your Clients
32:09- Sustaining Value in Long-Term Client Relationships
36:04- Quickfire Round: Fun and Fast Questions

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