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AssetPlus / Finance and Fintech

The advisor's playbook

Advisor education / motion graphics

Inside the edit

A selected sequence from Avinash's playbook. Calendar graphics, colour-coded visual examples and camera changes punctuate the presenter-led lesson.

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Automatically transcribed from the showcased film. Wording may contain errors. This is the client’s narration, not advice from FDM.

Hi, let me ask you something. Does it ever feel like no matter how hard you work, your salary just doesn't keep up? While your expenses keep raising ahead. It's like you've been grinding for years, but every month it's the same story. Your salary is stuck, your expenses are climbing, and the promotion, nowhere in sight. Everyone tells you that the only way to earn more is to work harder at your 9 to 5. But what if that's the biggest lie you've ever been told? And what if I told you there's another path? A way to build a side income or even a full-time career, where your earnings grow as your client's wealth grows. A path where you're not just another employee, but someone people actually look up to for financial guidance. That's the opportunity of becoming a mutual fund distributor. And no, it doesn't mean you need to turn into a cold calling machine or some social media wizard. Hello, I'm Avinash and welcome back to AssetPlus Academy. Here we break down key concepts and challenges in India's mutual fund distribution industry and share solutions you can actually apply. Today you learn why trust beats cold calls and how the three circles framework works and what to avoid. The biggest asset you already have, it's right there in your pocket, your phone filled with contacts you've built over the years. And in this video, I'll show you exactly how to turn that phone book into your first AUM without sounding desperate. And stick with me because by the end, you'll walk away with a clear seven day action plan that you can actually start today to make this happen.

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