The financial advisory profession and the financial services
industry in India have changed enormously in the last 10 to 15
years. To keep pace with these changes the agent has to take
the lead for his own professional development.
In this mini-series, Agent to Advisor, we explore what makes
an individual change for the better and how he can do it.
Education and training, acquiring a mentor, reading, learning
and polishing up social behaviour and communication skills
are all part of changes from outside that help in this
transformation.

Handy Skills Rangashree Srinivas It’s a fast life. So much to do, so much information to absorb and so much to act upon. Insurance selling, we repeatedly say derives its strength from knowledge and communication. There is so much of knowledge available, that it will take more than a lifetime to take it all in. [...]