Money Dial | How we help Financial Advisors grow their business?

When you upgragde to paid subscription plans, the benefits multiply.

Let us explain how. There are 5 benefits packeage which you get depending on what subscription plan you opt for. Each of the benefit Package is to make your business better & more rewarding.

Business Practice Kit

"Good words are worth much, and cost little"
George Herbert

We know that when in financial advisory business, these days clients expect a very standard communication and that too regularly. Everytime you have to write a business communication to any of your clients, it takes your valuable time thinking what to write, how to write and write impressively. Well not anymore, our Business Practice Kit is your ready recokner for all these stuff.

Go find all that you need here and if there is something more that you wish to have, call your Premium Desk Support. We shall add on the new things at the earliest. Money Dial Business Kit is your encyclopedia of all letters & messages contents from today.

Mails & Messages templates for

  • Scheduling a Meeting with Client
  • Thanking for a Meeting Done
  • Sending a Proposal
  • Sending a Reminder

Forms & Formats for

  • Lead Management Format
  • Client Data Management
  • Invoice Format
  • Invoice Format
up-start
benefit-value-price

Benefits Value Priceless

Offered with

Communicating with clients is not just about expressing your domain knowledge and expertise but it is also to impress the dient with your skills & presentation. What you write and how you write, in a way draw your persona before the clients. A nice mail or well written message or smardy crafted proposal letter acts like your sales pitch to the customer. At least they allow you to start your interaction with the client while he is positive about you. Similarly there are internal processes that need to be structured for an effective financial advisory practice management. These structured file, formats & reports not only allow you a deeper insight into your client's profile but eventually increase your business productivity.

Business Coaching Workshops

"Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young"
Henry Ford

Besides being masters of your product, are you regularly brushing up your skills ? Are you getting exposure on the new concepts, trends, tools & techniques coming in the industry ? Do you know spending 2 hours a week on upskilling yourself can grow your business by more than 2 times? Well this is what the industry says, Gear up as fast as you can.

Learn from the experts who are masters of Consumer Behaviour, Selling Techniques & Best of Business Management Skills & have decades of experience in Financial Services. So they understand your pain points & bring practical solution.

Lowest Market Rates Our Discounted Rates Quantity Total Cost
5000 1000 15 15000
2000 500 5 2500
10000 2000 1 2000
1500 1 1500
5000 1000 1 1000
up-start
pencil

Benefits Value ₹22000

Offered with

You are the champions of your products but there are hundreds of business skills which can play very vital role in helping you manage & grow your business. We bring you the Coaching Workshops on business related topics, not text books but with real life business cases. With Money Dial business coaching stay updated with the ever changing dynamics, learn new tools & tricks & if learning fascinates you so much we even have exclusive masterclasses by CEOs of various financial com-panies. We bring hundreds of programs across various subjects. Though we recommend you attending all but you can always pick & choose the relevant one's for you and attend them for FREE.

Brand Collaterals Package

"Your personal brand is a promise to your dients... a promise of quality, consistency, competency, and reliability"
Jason Hartman

Your are how people perceive about you and how they perceive gets driven by how you present your business to them. Your name, logo, visiting card, brochure & all such collateials which you use when meeting with a client, are the components of your Brand. Big or small, in today's world you can't afford to be taking your business branding lightly.

Get all your Brand Collaterals and present your business in an impressive packaging. Give us a brief & let our Creative Designers who understand not just design language but understand your business too, do the best of work for you.

Creative Concepts & Designs for Lowest Market Rates Our Discounted Rates Quantity Total Cost
5000 1000 1 1000
1000 250 1 250
10000 2000 1 2000
1000 250 1 250
2000 500 1 500
3000 1000 1 1000
5000 1500 2 3000
10000 3000 2 6000
up-scael
benefit-value-price

Benefits Value ₹14000

Offered with

It surely plays a great role that how you present your business to your clients. Right from your firm name to logo, business cards to identity cards, letter heads to e-mails, your social profiles to your own website, you need to strike the right chord in every single thing which represents you to your clients. You may think that your DTP designer would be doing all this for you but these tasks are not just about designing but they are about creativity, innovation & understanding the consumer psyche. Leave it to our experts of Brand Communication who work for you at no additional cost. Save the extra bucks that your keep paying your DTP person and instead get a far better brand collateral for FREE.

Digital Marketing Support

"If your business is not on the internet then your business will be out of business"
Bill Gates

Welcome to the world where everything is searched online. From buying a new mobile, to a new car, from knowing about schools to a doctor, from hiring a new em-ployee to even making new friends, the world is doing everything online and the online penetration is expanding at unprecendented pace. Ever wondered how you can take your business online & grow?

Unlike other SEO, SMO & Digital Marketing experts, we are not just technology champs but are financial products wizzards too. This is what makes us rare. We know WHAT to do & HOW to do, while digital agencies keep playing football with you between the goal posts of What & How.

Digital Marketing (Basic) Lowest Market Rates Our Discounted Rates Quantity Total Cost
2000 0 1 0
10000 2500 1 2500
5000 1500 1 1500
5000 1500 1 1500
10000 2500 1 2500
pencil

Benefits Value ₹8000

Offered with
Digital Marketing (Advance) Lowest Market Rates Our Discounted Rates Quantity Total Cost
10000 2000 4 8000
5000 1000 4 4000
1000 500 12 6000
10000 2000 4 8000
up-start
pencil

Benefits Value ₹26000

Offered with

With over 500 million internet population, India is the second biggest digital market in the world. Assisted by various initia-tives, low internet tariffs & increasing number of smart devices, the internet penetration is going to multiply faster than ev-erybody's imagination. We live in a time when your clients are searching for everything online. Their primary source of infor-mation & connecting people is online but the question is "Are you there?". And remember you just don't need to be online but you need to be ahead as well. With Money Dial take your business online; give it the wings that are the need of the hour and rest our digital experts are there to handhold you. Get future ready today.

Value Added Benefits

"If you don't find a way to make money while you sleep, you will work until you die."
Warren Buffet

Online is not a just a word, it's ecosystem. As much as you need to be Online for your survival, the online world needs you for its size. Just marking your presence online once is not that significant as it is if you contribute some content off & on. Share your subject knowledge & expertise. It helps you impress your target audience & build your credibility in a steady way.

Well, we have made this more fun & rewarding for you. Write & get your contents published with your Money Dial profile, at the same time you get paid for it as well. Our belief, one who works hard should always get the reward. Are you game for it ?

Lowest Market Rates Our Discounted Rates Quantity Total Cost
1000 4000 1 4000
  50 100 5000
  500 12 6000
2500 750 4 3000
       
up-scael
benefit-value-price

Benefits Value ₹14000

Offered with

It surely plays a great role that how you present your business to your clients. Right from your firm name to logo, business cards to identity cards, letter heads to e-mails, your social profiles to your own website, you need to strike the right chord in every single thing which represents you to your clients. You may think that your DTP designer would be doing all this for you but these tasks are not just about designing but they are about creativity, innovation & understanding the consumer psyche. Leave it to our experts of Brand Communication who work for you at no additional cost. Save the extra bucks that your keep paying your DTP person and instead get a far better brand collateral for FREE.

This is how much you gain with your subscription plans

START-UP

START UP

Business Coaching Workshops 22000
Total Value

& Unlimited Business Growth

22000
PREMIUM

PREMIUM

Business Coaching Workshops 22000
Brand Collaterals 14000
Digital Marketing - Basic 8000
Total Value

& Unlimited Business Growth

44000
PROFESSIONAL

PROFESSIONAL

Business Coaching Workshops 22000
Brand Collaterals 14000
Digital Marketing - Basic 8000
Digital Marketing - Advanced 26000
Value Added 18000
Total Value

& Unlimited Business Growth

88000

Isn’t it about taking your business to the next level?

Having Queries? Talk to us #011-30803828

business-workshop