Are You Ready to Scale Your Financial Advisory Business Faster Than Ever Before?
Unlock the Secret to Accelerated Growth in Your Financial Advisory Career with the Right Mindset, Skills, and Tools!
This proven approach will take your business from stagnant to soaring in no time without heavy investments or endless hours of lead generation.
Watch The Video Below To Learn How
- Host: Sachin kaskar
2+ Hours Total | 🗓 26th January 2025(sun)
Zoom Live Session | 🕘 7.30 PM IST
Join Me Live Inside The “10X Financial advisor growth ” Workshop👨💻
Days
Hours
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- 📢 Only 100 Seats Very Few Left…
HURRY! ✨Grab Your Seats Now As We Can Only Fit 100 Attendees Per Session, and Seats Are Filling Up Fast!!!🙌
Before Anything More You Read On This Page…
Please Check These Boxes If Your Answer Is A “Yes”
- Do you want to close more high-value policies and increase your sales consistently?
- Are you looking for a systematic approach to build a strong client base and retain them long-term?
- Would you like to build a steady stream of referrals, leading to less reliance on cold calls?
- Are you struggling with the right mindset to overcome rejection and achieve your goals?
- Do you want to scale your business quickly but feel overwhelmed with too many things to do?
If you checked any of these boxes above, then you're highly invited to join the
"10X Financial advisor
growth workshop"
In this workshop, I am going to disclose the secrets of mastering mindset, building a winning skillset and leveraging the right toolset to simplify and supercharge your sales process effortlessly.
Look at what people have to say about the results they have achieved after using these AI tools
Here’s What The Recent Statistical Data
Have To Say About The financial Market -
On average, an Indian financial advisor earns around ₹3-5 Lakhs annually, but only a small fraction ever achieve true business growth. Why?
Did you know that 70% of financial advisors in India are unable to scale their businesses effectively despite working long hours?
The reason is clear without a structured approach, the journey of scaling is filled with confusion, missed opportunities, and lack of focused tools to drive growth
And that’s what exactly I’ve decoded in my
- “10X Financial advisor growth Workshop”
Where I have revealed step by step how you can use a proven mindset, advanced skillset, and powerful toolset to close more deals effortlessly through a structured, science-backed sales process
Who Is This Workshop For?
- Insurance Agents
- Mutual Fund Distributors
- Chartered Accountants (CA)
- Chartered Financial Analysts (CFA)
- Certified Financial Planners (CFP)
- Registered Investment Advisors
And anyone who is interested in mastering the art of selling intangible financial products and scaling their business effortlessly through proven systems and strategies.
Meet your Trainer
Sachin kaskar
- Founder of MyFinergy
- Lecturer & Industry Expert 🏅
- 20+ Yrs of experience
With over 20 years of experience in the financial advisory industry, our trainer has walked the challenging path of selling insurance and financial products. Having spent 10+ years in agency-based insurance sales, he intimately understands the struggles faced by financial advisors.
He has shared his knowledge and expertise at various MBA colleges across India, shaping the next generation of business leaders and financial advisors.
Why MyFinergy Was Born
During his career as an insurance agent, he encountered the same issues most advisors face—low conversion rates, client resistance, and the difficulties of pushy sales tactics. Recognizing these challenges, he founded
MyFinergy, a company dedicated to revolutionizing how financial advisors approach sales.
The Reality of Insurance Sales in India
An average insurance advisor converts only 1 in 10 clients.
90% of advisors rely on pushy sales, leading to client loss after the first interaction.
99% of advisors struggle to move beyond their natural market (personal contacts) to sustain their business.…
Only 1% of advisors understand the scientific sales process to target and convert HNI clients effectively.
Through MyFinergy, he has developed a system that equips advisors with the mindset, skillset, and toolset to overcome these challenges. Join this workshop and learn directly from someone who has turned obstacles into opportunities—and is now ready to help you do the same!
In Short… This Workshop Is 🙌The Easy Way To
- Understand the science behind selling intangible financial products.
- Master customer psychology to close deals effortlessly.
- Develop a winning mindset for consistent business growth.
- Learn advanced sales techniques tailored for financial products.
- Leverage behavioral science to improve client interactions.
- Build trust and long-term relationships with your customers.
- Implement proven frameworks for client acquisition and retention.
- Use cutting-edge tools to simplify your sales process.
- Create scalable systems for growing your business 10x faster.
With the help of our powerful mindset, skillset, and toolset framework, this is exactly what you’ll learn in the workshop!
Here’s What You Will Learn
Inside The “10X Financial advisor
growth workshop” -
- The Mindset of a Top Financial Advisor Master the psychology behind successful sales—understand your clients’ needs and transform your approach to build trust and long-term relationships.
- Discover the step-by-step framework to increase your conversion rate from 1 in 10 to 1 in 3, using proven strategies tailored for financial advisors.
- Get hands-on insights into the tools and systems you can use to streamline your sales process, save time, and grow your revenue effortlessly.
- Learn how to attract and retain HNI clients by positioning yourself as a trusted advisor rather than a product seller.
- Understand how to communicate the value of your financial products without resorting to hard-selling tactics that clients dislike.
— Here’s What AI Tools Can Help You With —
Sales & Marketing
Generate Leads
Automated Chatbots
Data Analysis
SEO
Keyword Research
Virtual Assistant
Email Marketing
And Much More To The List !
BUT WAIT!!!
— I’ve Something More For You… —
Register for the 10x Financial Advisor Growth Workshop Today and Get These 3 Amazing Bonuses Worth ₹8,00,000 for FREE!
Bonus #1
Exclusive Sales Mastery Toolkit
A comprehensive set of sales scripts, templates, and checklists designed to help you close deals faster and increase your conversion rate.
Priced: ₹ 300000/-
Bonus #2
Lifetime Access to the Advisor Success Community
Join a private community of top-performing financial advisors where you can network, share strategies, and get mentorship for continuous growth.
Priced: ₹250000/-
Bonus #3
Advanced Client Profiling Blueprint
An in-depth guide to understanding your clients’ needs and behaviors, helping you build trust and long-lasting relationships.
Priced: ₹ 250000/-
Get All This Inside The Workshop
Total Value Of Bonuses: ₹8,00,000
[Normal Workshop Ticket Price:
₹2999]
Frequently Asked Questions
This workshop is ideal for insurance agents, CAs, CFAs, CFPs, MF distributors, RIAs, and anyone passionate about improving their financial advisory and sales skills.
Yes, this workshop is designed to deliver actionable insights and practical tools that you can start using immediately to enhance your sales process and client engagement.
While prior experience in financial advisory is helpful, this workshop is suitable for both beginners and experienced professionals looking to level up their sales game.
Absolutely! Once you register for the workshop, you’ll gain access to all the bonuses worth ₹8,00,000 at no additional cost.
The workshop is a 2-hour live session, ensuring real-time interaction and step-by-step guidance from the trainer.
Your Name
P.S.
Since you’ve read this far, it’s clear you’re interested in mastering the art of selling financial products, growing your client base, and achieving exponential success in your career. This workshop has everything you need to turn your vision into reality.
There’s only one thing left for you to do — click on the button below and join me live in the 10x Financial Advisor Growth Workshop!