IFA Coaching

Why Coaching?

Every individual needs a mentor to grow in life, personally and professionally. If you are looking for a coach, Brijesh can help you.

Master Your Practice. Master Your Life.

This one to one coaching program by Brijesh will guide financial advisors to master their practice and help them improve quality of life and thereby, master their life.

What is covered?

  • How to grow as a financial advisor.
  • How to become a better individual, develop good habits and lead a quality life.

Who should enroll?

  • Serious financial advisors who want to balance their personal and professional life. 

Coaching Fee

  • First Year – Rs.25,000/- + GST
  • Renewal (optional) – Rs.25,000/-  + GST

 

IFA CoachingFAQs
  • About Brijesh

    Brijesh runs a very successful mutual fund distribution business in India. Besides running his own practice, he has contributed immensely to IFA fraternity through his training’s, writings, tools and mentoring. Brijesh also writes daily blogs on self development and is the founder of ‘The Brijesh Dalmia Leadership Company’. He is a role model for the industry to live a balanced life.

  • Tell me more about the program.

    Consider Brijesh as your mentor whom you can connect to whenever you have a query, feel low in life or work, have a doubt or an idea you have which you want to validate. Brijesh will also guide you on growing your business, becoming more efficient and managing time better.

  • Is this program related only to mutual funds?

    This program is based on financial advisory business as a whole, not just products. However, mutual funds will form a substantial part of it.

  • Is this program suitable for IFAs in small cities also?

    Yes. This program is suitable for all categories of IFAs (big or small) and all cities across India.

  • Do I need to share my client’s detail and information?

    No.

  • Is there any limitation on telecon??

    No. You can talk to Brijesh any no. of times. Telecons will be pre-fixed.

  • What will be the mode of communication?

    Mostly, it will be through telephonic discussions, email and messaging. You can also engage in video calls. If you come to Kolkata, personal meetings will be arranged. If Brijesh travels to your city, you can meet him there too.

  • Can I terminate the coaching in between?

    Yes. You can. If the terminations happens within 3 months, 50% of the pro rata fee of the remaining period will be refunded. After 3 months, no refunds would be given.

  • Can Brijesh terminate the coaching in between?

    Yes. In this case, full pro-rata fee of the remaining period will be refunded.

Yes, I am interested
MasterstrokeTestimonial by Users

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