Speak & Grow your AUM

Learn art and science of Acquiring clients through IAPs & Seminars

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Public Speaking Pro - Full Day Workshop

Elevate Your Investor Education Programs

Are you ready to take your Mutual Fund Distribution business to new heights? Our full-day Public Speaking Pro workshop is designed specifically for MFDs like you who want to harness the power of Investor Education Programs (IAPs) to grow their client base and assets under management.

By attending this intensive training, you'll gain the confidence and skills needed to deliver compelling presentations that convert audiences into loyal clients. You'll learn how to overcome stage fright, engage your audience effectively, and position yourself as a trusted expert in the field.

Our proven techniques will help you acquire new clients faster, grow your AUM, and establish yourself as a go-to professional in the mutual fund industry. Whether you're new to IAPs or looking to refine your existing skills, this workshop offers invaluable insights and strategies that you can implement immediately to see tangible results in your business.

Don't let fear of public speaking hold you back from reaching your full potential. Join us and discover how mastering the art of presentation can transform your MFD career and boost your bottom line.

Unlock Your Potential as a Mutual Fund Distributor

Our full-day workshop is designed to equip you with the skills, confidence, and strategies you need to expand your client base and boost your conversions through powerful presentations.

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What You'll Gain

Learn how to craft and deliver result-oriented seminars from start to finish

Overcome stage fright and present like a seasoned pro

Capture and maintain your audience's attention throughout your presentation

Establish yourself as a trusted authority in the mutual fund industry

Turn attendees into loyal clients with proven follow-up techniques

Workshop Highlights

3 Pillars of Successful Presentations

Master the essential elements that form the foundation of every impactful speech.

6 Step Proven Introduction Template

Learn how to hook your audience from the very first minute and set the tone for a compelling presentation.

Accelerated Learning Techniques

Discover methods to present complex data in a clear, engaging manner that resonates with your audience.

Handling Skeptics and Tough Questions

Equip yourself with strategies to manage challenging audience members and turn objections into opportunities.

Post-IAP Engagement

Learn how to leverage audience data to nurture leads and convert attendees into long-term clients.

Exclusive Ready-Made Presentations

Receive access to professionally designed, branded presentations to kickstart your IAP journey.

Content creator & Lead Trainer

With years of experience in the mutual fund industry and a proven track record of successful IAPs, Jigar Parekh brings a wealth of knowledge and practical insights to this workshop. His dynamic teaching style and result-oriented approach have helped countless MFDs transform their businesses.

Founder of AnchorEDGE Trainings, Mr. Jigar Parekh is a seasoned Author, Eloquent Speaker, Trainer, and Business Development Coach. With over 22 years of expertise in sales and business development, Jigar has empowered professionals across the finance industry. He holds a postgraduate degree in Management with a specialization in Finance.

Jigar has mentored over 20,000 Independent Financial Advisors (IFAs) and Relationship Managers across 200+ cities, including major metropolitan areas. His influence extends to more than 300,000 investors, whom he has educated in personal finance through Investor Awareness Seminars.

As a renowned trainer, Jigar has guided IFAs and RMs on vital topics such as Objection Handling, SMART Marketing & Branding for IFAs, Client Acquisition Strategies, Guerrilla Marketing, and Financial Planning. His expertise also benefits management students at prestigious institutions like Nirma Institute of Management.

Regularly featured on TV channels like TV9 and Sandesh, Jigar shares insights on financial planning and personal finance. He is a prolific contributor to industry platforms like Wealthforum and NetworkFP, and frequently serves as a guest speaker and panellist at IFA events. Having delivered over 2,800 seminars—1,700 of which were focused on investor education—Jigar is committed to nurturing the next generation of mutual fund distributors.

Why should you attend?

Stage fright can be a major obstacle for many MFDs, preventing them from effectively reaching potential clients through IAPs. This module focuses on proven techniques to conquer your fear of public speaking. You'll learn breathing exercises, visualization methods, and confidence-boosting strategies that will help you feel calm and composed in front of any audience. By mastering these skills, you'll be able to deliver your message with clarity and conviction, making a lasting impression on potential clients and significantly increasing your conversion rates.

Conquer Your Fears

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Keeping your audience engaged throughout your presentation is key to successful IAPs. This module focuses on interactive techniques that maintain audience attention and participation. You'll learn how to use storytelling, ask thought-provoking questions, and incorporate relevant examples that resonate with your audience. These strategies will help you create a memorable experience for attendees, increasing the likelihood of converting them into clients. By mastering audience engagement, you'll be able to deliver presentations that not only inform but also inspire action.

Engage Your Audience

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Even the best presentations can be derailed by difficult questions or skeptical audience members. This section equips you with strategies to handle challenging situations with grace and professionalism. You'll learn techniques for addressing objections, dealing with hostile questions, and turning potentially negative situations into opportunities to showcase your expertise. By mastering these skills, you'll build credibility and trust with your audience, essential factors in converting attendees into clients and growing your AUM.

Turn Objections into Opportunities

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Establishing yourself as a trusted authority in the mutual fund industry is crucial for attracting and retaining clients. This module focuses on techniques to position yourself as an expert during your IAPs. You'll learn how to effectively communicate your credentials, share valuable insights, and demonstrate your in-depth knowledge of the industry. These strategies will help you build trust with your audience, making them more likely to seek your services and recommend you to others.

Become a Recognized Expert

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The success of your IAPs doesn't end when the presentation is over. This segment focuses on strategies to effectively follow up with attendees and convert them into clients. You'll learn how to create compelling follow-up materials, time your outreach for maximum impact, and personalize your approach based on audience feedback. By implementing these techniques, you'll be able to nurture leads more effectively, ultimately growing your client base and AUM.

Boost Your Conversion Rates

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Who Should Attend?

  • Mutual fund distributors seeking to acquire new clients through group presentations
  • MFDs looking to increase business from existing clients via seminars
  • Professionals who want to overcome stage fright and conduct impactful IAPs
  • Distributors currently conducting IAPs but struggling with conversion rates
  • Anyone in the MFD space eager to master the art of persuasive public speaking

Upcoming Workshop

Mumbai
16th November, 2024

IRA by Orchids, Andheri

New Delhi
23rd November, 2024

Hotel Royal Plaza, Cannaught Place

Ahmedabad
30th November, 2024

Fairfield by Marriot, Ashram road

Investment in Your Success

Regular Registration
₹ 10,999 + 18% GST
Early Bird Offer
₹ 8,999 + 18% GST

*Register 30 days before the event date

What Our Attendees Say

"I manage and take sessions on various social media platforms for IFAs, but when it come to going on stage, I also had a stage fear. Recently, I delivered two sessions for IFAs in Mumbai and Jalgaon. The response was amazing and I enjoyed it thoroughly. I give a great deal of credit for this to our Big B Jigar bhai. I have attended his full day workshop - Public speaking for IFAs in Ahmedabad. This workshop can help an IFA to conduct Investor Awareness Program on their own. I strongly recommend all IFAs to attend this. "

Milind Shah
-Ahmedabad

"I have done so many IAP, still I will say that his workshop was a great value addition for me also. Workshop is very helpful to all IFA. This can help IFAS to grow their business with Investor Education Program. This is very helpful. Jigarbhai delivered it very effectively."

Mukesh Patel
-Anand

"I have been using the learning from Jigar's session in my public speaking sessions! The results are just awesome! In fact I carry the workshop booklet with me and keep referring before delivering a session to give my best. As it is said that pubic speaking in not a privilege but a responsibility and I want to give the best, always! I am so happy to say that this kind of workshop and content is not available in India. Outside India presenter charge lakhs of rupeees for the same."

Ashish Goel
-New Delhi

"Every IFA has to take this one day workshop, as sharing knowledge effectively in Right way is more importance then just gaining knowledge. During this workshop we learn the practical step by step on how to deliver effectively public speech."

Viran Patel India's 1st Certified Financial Guardian
-Baroda

"The was so much to learn in the workshop and understood what to unlearn. Jigar showed us it's not difficult but easy when you break down the entire process, in this case conducting IAP, which can also be implemented in owe outer areas of practice. Jigar rocks."

Vivek Pathak CFP
-New Delhi

"The session was exceptional to say the least. The energy Mr Jigar had throughout the session was commendable. I thoroughly enjoyed it and waiting to implement my learnings in my future sessions."

N Krishna Kiriti
-Hyderabad

"It was a phenomenal session, I had learnt a lot of techniques which will be useful not only in IAP's but also in overall tackling a crowd like a pro. I will start practicing and deliver an IAP shortly."

Arpan Arora
-Bangalore

"Jigar is very energetic. He explained all points in workshop in a simple Language & encouraged us to do practice .He is very live and committed trainer ."

Nilesh Parekh
-Mumbai

"It was Very beautifully and energized full day workshop. Got to know my weak points in past."

Srujann Mehrra
-Pune

"I had a strong phobia for public speaking before this workshop. Thank you for creating such powerful and practical workshop. If any IFA thinks that delivering IAP on his/her own must attend Jigar's workshop. I am sure he/she will be able to give impactful presentation in Next day in front of any audience and also convert them into clients."

Ajay Beel
-Kolkata

"Last week when i delivered a session on Estate Planning in Pune, i implemented a lot of techniques learnt from Jigar Parekh and i indeed felt in control of the session throughout The feedback suggested that it was very well received by the audience consisting of 36 Senior Chartered Accountants. Heart felt thanks to Jigar Parekh of AnchorEdge for enlightening me with highly effective & unique techniques on public speaking."

Priyesh Sampat
-Mumbai

What Participants think about this workshop

FAQ

This workshop is ideal for Mutual Fund Distributors (MFDs) of all experience levels, from beginners to seasoned professionals looking to refine their public speaking skills and want to grow their business and acquire new clients through Investor Education Programs (IAPs).

This is a full-day intensive workshop, typically running from 9 AM to 6 PM with breaks for refreshments and lunch.

Participants will receive a comprehensive workbook, 3 readymade presentationsfor seminar.

Yes, the workshop includes live activity where they can get the feedback from their peers in feedback sheet.

Many participants report feeling more confident immediately after the workshop. With consistent application of the techniques learned, you can expect to see improvements in your IAPs and client acquisition within a few weeks to months.

We shall have 2 followup webinars to help you implement the techniques learned during the session and for revising the concepts.

While no specific preparation is required, we recommend coming with an open mind and, if possible, a brief outline of a presentation you'd like to work on during the workshop.

Absolutely! We cover several techniques specifically designed to help overcome stage fright and build confidence in public speaking.

Our workshop is specifically tailored for MFDs and focuses on the unique challenges of delivering effective Investor Education Programs. It combines public speaking skills with industry-specific knowledge and client acquisition strategies.

Ready to Transform Your MFD Business?

Don't miss this opportunity to elevate your public speaking skills and grow your client base. Spaces are limited to ensure personalized attention.