1. The Next Level
Financial Advisor
The Society of Financial Planners is
organizing two full days workshop with
th
st
" JAGO ADVISOR " on 30 Nov. & 1 Dec. 2013
A Two day workshop for financial advisors/planners to help them learn effective principles of
practice building that adds velocity to their overall business and at the same time get more
friendly with technology by learning few tips and tricks which will help them in their business.
The workshop will be highly interactive, discussion based, with some group activities, role
plays and short assignments which will make the whole session enjoyable.
Day 1: Making the sales part fun
Day 2: Get Started with Technology & Tools
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Get business challenges on table
and create strong foundation of
event and business 
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Learn How to Design your Business 
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Understanding your Visitors - Elements
of a successful website 
Understanding the world of blogging / email
marketing and its contribution to PULL Model 
Push vs Pull model in Financial
Advisory 
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 Mastering Enrollment Process 

 Changing
conversation around
asking Fees 

 Operating from Service Map 

OUTCOME – The Financial Advisor
will have a totally new perspective on
his overall practice after the program,
He will learn a lot of new insights about
client acquisition, serving existing
clients and overall Sales.
OUTCOME – The Financial Advisor will learn
lots of new things about technology and how to
apply them in their overall practice. They will
also learn about some tools which can help
them achieve better productivity and how to
make their life easy with it.
The real use of the Social Media & its
effectiveness on your practice 

 Using some tools which will help you in
your business 

 Thinking about Automation and What it
can do for you 

Fees Structure:
The Delegate Registration Fees: Rs. 10,000 & eligible candidates can avail the following discounts;
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10% SOFP Member Discount – Only for SOFP members or your should be Jagoadvisor
Reader
10% Early Bird Discount – Registration on or before 31st Oct. ‘13 and a bonus signup
book by Nandish Desai called – “How to Grow Your Business as a Financial Advisor”
containing 50 lessons on how to grow your business as an advisor
Fees includes Breakfast, Lunch & Evening Tea

2. About Trainers
Nandish Desai
Manish Chauhan
-Business & Financial Coach
-Personal Finance Blogger
Nandish Desai is a business & financial coach who
is fanatically passionate about coaching people.
For the past few years, he has been working with
entrepreneurs, senior executives and highly
committed individuals from all walks of life to help
them reach their full financial potential.
He is known for his thought provoking ideas
and unconventional coaching style. He has led
several personal finance workshops for
companies and individual investors across
India, and coached innumerable sales teams,
management teams and entrepreneurs. He
writes straight from his heart and his mission is
to make personal finance FUN and help people
fall in love with the process of wealth creation.
Nandish has also authored a personal finance book
with CNBC called - "11 steps to achieve financial
freedom" and another advisor centric book which is
going to release very soon. He is the co-founder of a
financial freedom movement, Wealth Club, where
committed investors enjoy an environment to learn and
grow their wealth. You can find him on the blog
jagoadvisor.com where his vision is to help financial
planners build and grow their practice. His thought
provoking ideas and work have been highly
appreciated by different fund houses and other
financial institutions across India.
Date:
30th November ‘13 (Saturday)
1st December ‘13 (Sunday)
Manish Chauhan is Personal Finance Blogger from
last 6 yrs and have contributed towards Financial
Literacy & Investor Education through his famous
and one of the most read personal finance blog
www.jagoinvestor.com. His core focus over the
years have been, bringing change in the Indians
mind set about money related issues & how to live
a great financial life and be an informed investor.
Each day he starts and ends his day with only
mission of helping individuals in their financial life
and motivate them to lead a great financial life.
Along with his Business Partner Nandish Desai,
Manish also helps people with services like
Financial Planning and and their flagship program
called Financial Coaching which is mentorship
program in the area of financial life. They also
conduct lot of Corporate and Individual Workshops.
Manish has been an author of the bestselling book “16
personal finance Principles every Investor should
know” which became an instant hit with readers
because it was a unique personal finance book that
talked about the real things concerning an investor. He
is also an author of book – “How to be your own
financial planner in 10 steps” which helps a person to
plan his financial life step by step.
Venue:
M.C. Ghia Hall, 4th Flr., Bhogilal Hargovindas Bldg.,
18/20, K. Dhubhash Marg, Kala Ghoda, Mumbai - 1
Participation Fees: Rs 8,000/- Rs 10,000 (Non-refundable and nontransferable)
Account Number : 033705007034
Account Name : iCoach Financial Services LLP
Bank – ICICI Bank IFSC Code - ICIC0000337 Branch – Pune Satara Road - 411009
Or Directly Contact “Society of Financial Planners (SOFP)”
You are also eligible to get CE points given by FPSB