- Take a 30-minute platform demo if you haven't already

- Upload your portfolio using CAS, and start your own SIP to get familiar with the platform CAS Upload Guide

- Post AssetPlus marketing posters/web stories & videos as daily status updates [Marketing Section]

- Create a list of prospects who can help you win the QuickStarter Reward - QuickStarter Brochure

- Reach out to prospects and offer to guide them in their wealth-creation journey.

- Check out the "21 things an MFD can do" video.

- Review product brochures, and compare life, health, and term insurance plans.

- Go through SIP presentations in the Knowledge Tab to see how SIP is beneficial for investors.

- Use the AssetPlus SIP Calculators with your prospects.

- Secure 5 SIPs to qualify for QuickStarter.

- Send a Thank You message to clients after every SIP [Sample message]

- Scroll through the AssetPlus YouTube channel for ideas and inspiration

- Send prospects a pre-recorded video or WhatsApp message (Click here for a sample).

- Get professional business stationery: Business Name, Email ID, Visiting Cards.

- Set up a professional profile on [WhatsApp Business], [Instagram], or [LinkedIn]. You can also choose other platforms as per your target segment.

- Attend a training session to understand insurance benefits and the claims process.

- Use AssetPlus Fund Finder for recommended funds instead of spending time researching. How to use Fund Finder.

- Explore BizGuru in AssetPlus for sales ideas or to find answers to major objections.

- Define your goal of closing 2 policies within 100 days. Make a list of 20 people who might need insurance.

- Develop your strategy to become an AssetPlus SuperStarter.

- Start posting daily insurance tips, emphasizing wealth protection through insurance.

- Spend an hour to reflect and review the output of the first 15 days.

- Create a personal pitch about why insurance is important now. Practice explaining premiums, coverage, and tax benefits.

- Contact the 20 people on your list, introducing yourself as their insurance advisor.

- Make a list of prospects (Database sample).

- Assume everyone you meet is a prospect and discuss investments with everyone. Discuss not necessarily sell. (Suggested list of people you can start talking about investing with)

- Spend 3-4 hours to set business activity goals (Click here to learn how).

- Build your Value Proposition - Answer 3 Why's effectively and comprehensively:

- Why should investors invest?

- Why should they invest in mutual funds rather than other options?

- Why should they invest with you? (Click for sample)

- Prepare a proper sales kit (What to have in sales kit)

- Showcase Mutual Fund investors success stories with the potential investors.

- Aim to close your first health or life insurance policy. Use early conversations to push for decisions.

- Develop your Value Proposition for insurance:

- Why should clients have insurance?

- Why should they act now?

- Why should they buy from you?

- Plan an inauguration or pooja for your MFD business (click here to know more).

- Encourage your network to upload their CAS into the AssetPlus app.

- Provide valuation reports across all funds to your partners.

- Identify clients needing insurance using their portfolio (health, life, etc.)

- Follow up on leads and update your database.

- Plan at least 2 Financial Literacy or Investor Awareness Programs (IAPs) in the next 30 days.

- Create a client onboarding checklist for new investors (Click for videos).

- Check out AssetPlus Maestro and success stories videos.

- Build a simple website or landing page for your services (Check out AssetPlus Website service)

- Talk to clients about insurance plans that cover families.

- Use success stories provided by AssetPlus to emphasize the importance of insurance.

- Use AssetPlus planning tools to create and send professional client proposals.

- Introduce insurance during SIP discussions as a risk management tool.

- Start a "Mutual Fund" series on your social media.

- Share content about the benefits of health and life insurance on social media, using relatable statistics and real-life examples.

- Target clients with insurance policies up for renewal and offer to review and improve their coverage.

- Ensure your AssetPlus SuperStarter qualification is on track.

- Review how many clients you've met and aim for 7 new client meetings weekly.

- Use the Client Meeting checklist (Click to know more).

- Share client testimonials to emphasize the importance of insurance.

- Create a simple explainer video about SIP benefits for social media.

- Plan a blog, vlog, or newsletter—decide whether it will be weekly or monthly.

- Develop content ideas for 3-6 future posts.

- Use Insurance Calculators available online to share clear premium costs with clients.

- Ensure you have qualified for the SuperStarter and Booster eligibility comfortably.

- Release your blog, newsletter, or vlog, maintaining consistency and professionalism.

- Review your progress and catch up on pending goals.

- Tailor insurance quotes to match each client's financial needs.

- Create a simple explainer video about the different types of insurance policies (health, life, etc.) and their benefits.

- Check our 24 marketing ideas for 2024 (document) and see if you would like to do a few of them.

- Check out Goal-based investing concepts.

- Review current insurance policies of clients and suggest improvements.

- Conduct portfolio reviews using AssetPlus CAS Upload to check for insurance coverage gaps.

- Provide free 15-minute consultations to prospects about their insurance needs.

- Master goal-based investing and reach out to clients to help them set financial goals.

- Develop a financial goal assessment questionnaire for both mutual fund and insurance needs.

- Launch a special service for existing Mutual Fund investors - Offer free portfolio reviews for existing clients - Use AssetPlus CAS Upload and valuation report to aid in this effort.

- Follow up with leads who showed interest in insurance but haven’t decided. Get help from AssetPlus experts if needed.

- Complete 10 portfolio reviews, checking for insurance gaps and offering tailored solutions.

- Use follow-ups, personalized quotes, and client calls to ensure you have secured your second insurance policy if you haven’t already.

- Plan a SIP drive for the next 15-30 days (How to plan).

- Ask your AssetPlus RM how to scale up your business.

- Consider starting a weekly email newsletter for clients with market insights and investment tips.

- By this time you will have a lot of scheduled work, ensure to finish your work in terms of client acquisition and relationship management activity.

- Help your household, society guards, etc in their investment planning.

- Target High-Net-Worth Clients needing comprehensive coverage (life, health, term) with tailored options.

- Pitch hybrid funds to at least 25 potential investors.

- Push to close another insurance policy by addressing prospects' concerns about security or affordability.

- Conduct your first webinar on "Introduction to Mutual Funds" for prospects.

- Read Morgan Housel’s book Psychology of Money.

- Execute SIP drive with a process-driven disciplined approach.

- Continue developing your client base by discussing investment opportunities with prospects.

- Create urgency for insurance policies by mentioning factors like premium hikes or future health issues to encourage prompt action.

- Conduct a webinar on insurance types, tax benefits, and the importance of coverage.

- Develop a simple client feedback system to improve your services.

- Start a "Financial Term of the Week" series on your social media - covering both MFs and Insurance.

- Organize an online investment issues resolution camp for your network.

- Conduct a review of your progress and adjust strategies as needed.

- Plan an awareness drive around retirement investing within your network.

- Ensure to cross the 50 SIPs mark.

- Ensure you have sourced at least 2 insurance policies by this point.