Take a 30-minute platform demo (book my demo link) if you haven't already
Upload your portfolio using CAS, and start your own SIP to get familiar with the platform (CAS Upload Guide)
Post AssetPlus marketing posters/web stories & videos as daily status updates (Marketing Section)
Create a list of prospects who can help you win the Quick Starter Reward (Quick Starter).
Reach out to prospects and offer to guide them in their wealth-creation journey.
Check out the "21 things an MFD can do" video (click here for the video)
Review product brochures, and compare life, health, and term insurance plans.
Go through SIP presentations in the Knowledge Tab to see how SIP is beneficial for investors.
Use the AssetPlus SIP Calculators with your prospects.
Secure 5 SIPs to qualify for Quick Starter.
Send a Thank You message to clients after every SIP (Sample message).
Scroll through the AssetPlus YouTube channel for ideas and inspiration
Identify potential investors with large amounts of idle funds in savings accounts, FDs, or underutilized assets.
Explore this presentation on Lumpsum vs STP or better understanding.
Use the AssetPlus Lumpsum Calculator to showcase potential returns and comparisons
Send prospects a pre-recorded video or WhatsApp message introducing yourself (Here’s a guide on The Art of Introduction).
Get professional business stationery: Business Name, Email ID, Visiting Cards.
Set up a professional profile on WhatsApp Business, Instagram, or LinkedIn. You can also choose other platforms as per your target segment.
Attend a training session to understand insurance benefits and the claims process.
Use AssetPlus Fund Finder for recommended funds instead of spending time researching. (How to use Fund Finder)
Explore BizGuru in AssetPlus for sales ideas or to find answers to major objections.
Define your goal of closing 2 policies within 100 days. Make a list of 20 people who might need insurance.
Develop your strategy to become an AssetPlus SuperStarter.
Start posting daily insurance tips, emphasizing wealth protection through insurance.
Spend an hour to reflect and review the output of the first 15 days
Create a personal pitch about why insurance is important now. Practice explaining premiums, coverage, and tax benefits.
Contact the 20 people on your list, introducing yourself as their insurance advisor.
Make a list of prospects (Database sample).
Assume everyone you meet is a prospect and discuss investments with everyone. Discuss not necessarily sell. (Suggested list of people you can start talking about investing with)
Spend 3-4 hours to set business activity goals (Click here to learn how).
Build your Value Proposition - Answer 3 Why's effectively and comprehensively:
- Why should investors invest?
- Why should they invest in mutual funds rather than other options?
- Why should they invest with you? (Click for sample)
Prepare a proper sales kit (Professional Sales Kit Checklist)
Showcase Mutual Fund investors success stories with the potential investors
Connect with HNIs (High-Net-Worth Individuals) and prospects nearing financial windfalls (bonuses, property sales, or inheritances).
Discuss the benefits of generating regular income through SWP from Lumpsum Investments. Refer to this presentation: Regular Income via SWP.
Share real success stories of clients who invested lumpsum amounts and achieved significant growth.
Aim to close your first health or life insurance policy. Use early conversations to push for decisions.
Develop your Value Proposition for insurance:
- Why should clients have insurance?
- Why should they act now?
- Why should they buy from you?
Plan an inauguration or pooja for your MFD business (click here to know more).
Encourage your network to upload their CAS into the AssetPlus app.
Provide valuation reports across all funds to your partners.
Identify clients needing insurance using their portfolio (health, life, etc.).
Follow up on leads and update your database
Plan at least 2 Financial Literacy or Investor Awareness Programs (IAPs) in the next 30 days.
Create a client onboarding checklist for new investors (Click for videos).
Check out AssetPlus Maestro and success stories videos.
Build a simple website or landing page for your services (Check out AssetPlus Website service)
Talk to clients about insurance plans that cover families.
Use success stories provided by AssetPlus to emphasize the importance of insurance.
Use AssetPlus planning tools to create and send professional client proposals.
Introduce insurance during SIP discussions as a risk management tool.
Start a "Mutual Fund" series on your social media.
Share content about the benefits of health and life insurance on social media, using relatable statistics and real-life examples.
Target clients with insurance policies up for renewal and offer to review and improve their coverage.
Ensure your AssetPlus SuperStarter qualification is on track.
Highlight the strategic benefits of Lumpsum investing during market dips to maximize long-term returns.
Run a focused campaign targeting prospects with surplus funds, emphasizing diversification through mutual fund lumpsum investments.
Demonstrate potential regular income scenarios via SWP using the AssetPlus Regular Income Calculator
Review how many clients you've met and aim for 7 new client meetings weekly.
Use the Client Meeting checklist (Click to know more).
Share client testimonials to emphasize the importance of insurance.
Create a simple explainer video about SIP benefits for social media.
Plan a blog, vlog, or newsletter—decide whether it will be weekly or monthly.
Develop content ideas for 3-6 future posts.
Use Insurance Calculators available online to share clear premium costs with clients.
Ensure you have qualified for the SuperStarter and Booster eligibility comfortably.
Release your blog, newsletter, or vlog, maintaining consistency and professionalism.
Review your progress and catch up on pending goals.
Tailor insurance quotes to match each client's financial needs.
Create a simple explainer video about the different types of insurance policies (health, life, etc.) and their benefits.
Check our 25 marketing ideas for 2025 document and see if you would like to do a few of them
Check out Goal-based investing concepts
Review current insurance policies of clients and suggest improvements.
Conduct portfolio reviews using AssetPlus CAS Upload to check for insurance coverage gaps.
Provide free 15-minute consultations to prospects about their insurance needs.
Master goal-based investing and reach out to clients to help them set financial goals.
Develop a financial goal assessment questionnaire for both mutual fund and insurance needs.
Launch a special service for existing Mutual Fund investors - Offer free portfolio reviews for existing clients - Use AssetPlus CAS Upload and valuation report to aid in this effort
Follow up with leads who showed interest in insurance but haven’t decided. Get help from AssetPlus experts if needed.
Complete 10 portfolio reviews, checking for insurance gaps and offering tailored solutions.
Use follow-ups, personalized quotes, and client calls to ensure you have secured your second insurance policy if you haven’t already.
Conduct a midway progress check: Ensure you have achieved 25 lacs in lumpsum investments.
Plan a SIP drive for the next 15-30 days (How to plan).
Ask your AssetPlus RM how to scale up your business.
Consider starting a weekly email newsletter for clients with market insights and investment tips.
By this time you will have a lot of scheduled work, ensure to finish your work in terms of client acquisition and relationship management activity.
Help your household, society guards, etc in their investment planning
Target High-Net-Worth Clients needing comprehensive coverage (life, health, term) with tailored options.
Pitch hybrid funds to at least 25 potential investors.
Push to close another insurance policy by addressing prospects' concerns about security or affordability.
Conduct your first webinar on "Introduction to Mutual Funds" for prospects.
Read Morgan Housel’s book Psychology of Money.
Execute SIP drive with a process-driven disciplined approach.
Continue developing your client base by discussing investment opportunities with prospects.
Create urgency for insurance policies by mentioning factors like premium hikes or future health issues to encourage prompt action.
Position Lumpsum Investments as a tool for achieving long-term goals like higher education, house purchases, or retirement planning.
Perform a self-assessment: Ensure you are on track to achieve 35 lacs in lumpsum investments by this stage.
Conduct a webinar on insurance types, tax benefits, and the importance of coverage.
Develop a simple client feedback system to improve your services.
Start a "Financial Term of the Week" series on your social media - covering both MFs and Insurance.
Organize an online investment issues resolution camp for your network
Conduct a review of your progress and adjust strategies as needed
Plan an awareness drive around retirement investing within your network
Push for the final milestone: Secure an additional 15 lacs to complete the 50 lacs lumpsum investment target.
Assist clients in planning their short-term and medium-term goals using the AssetPlus Goal-setting Calculator
Ensure to cross the 50 SIPs mark
Ensure you have sourced at least 2 insurance policies by this point.
Mutual Funds: SIPs and Lumpsum must be in Equity/Hybrid categories (Arbitrage funds excluded).
Minimum SIP Amount: Rs 2,000 per SIP.
Minimum SIP Tenure: 36 months.
Only Net SIPs will be considered.
All Retail Life & Health Insurance policies are eligible.
Only Issued policies during the contest period count. (Awaiting issuance, canceled, or free-look canceled policies are not eligible)
To sell insurance, you must become a POSP with AssetPlus.
