Gear up for 2017

“A new year is like a blank book. The pen is in your hands. It is your chance to write a beautiful story for yourself.”

2016 has been a package of surprises and shocks. The topsy turvy in commodity markets, new policies like GST, good monsoons, the historic note ban, have all been the contributors to the stir. New year is the time to make new beginnings. Try to make it more awesome than the last year. 52 new weeks of opportunities are lying ahead in your way, make your mark. Plan now to exploit the opportunities and give wings to your business. You have to develop a Plan of Action for the 365 days, and you must include the following points in your blueprint:

• Set Definite Targets: A year must begin with setting newer and higher goals. You must know what you are working for. Setting goals will help you track your performance in relation to the targets, find reasons for deviations and help you get back on track. It is not just important to set targets, but to set clear and exact targets. “I will work very hard this year”, “I will take my business to newer heights this year”, “I will add more clients this year”, these are good ideas and you must base your targets on these notions. However, it does not give a clear picture of what exactly you should achieve. A target can be “I will reach an AUM of Rs 100 crores by the end of this year” or “I will add 100 more clients this year”, these are definite targets. So if by June, you are able to add 40 more clients, you know that you need 60 more clients to meet your target.

• Social Media: If you have not been using Social Media to promote your business till now, start now. Social Media Platform has the biggest audience, it's cheap, effective and is the best way to endorse yourself. There are different portals like Facebook, Pin Interest, LinkedIn, WhatsApp, etc. If your target audience is corporate professionals, go via Linkedin. Almost everyone use facebook and Whatspp. You can share videos, banners, form social groups, have a facebook page and communicate about your products and services effectively.

• Go Digital: The present era demands a quick solution to all problems. So, if you have been using physical means of getting clients on board, filling forms, meeting clients for every petty thing, and if your office desk has a big pile of papers and files, start cleaning the mess. Take a New Year's resolution that you will get all your clients on E-Wealth Platform, and no more physical forms filling. This will reduce a lot of redundancy, save time and will leave you with more time and space, to expand your business.

• Connect with your Clients: It is time for making new beginnings, it is time you must connect with your clients and review their financial plans. They'll have newer goals, new investment requirements. Check if their tax saving investments are on track, since only three months are left. Now is the time to align their investments with their financial plan. You must also remind your clients that with an increase in their income, they must increase their investments.

• Try something new: Find out newer ways of conducting business and tackling problems. For this you have to go back to the previous years, recollect the problems you faced, how they were solved or not solved, gauge how can you do things better this year. Try new techniques of handling clients who have proved to be difficult over the years.

• Work Hard: Working Hard is the Mantra for Success. There are no shortcuts, you have to toil to reach your big goals.

“The harder you work for something, the greater you'll feel when you finally achieve it”

So, start making a plan of action keeping the above points in mind. Put in your heart and soul. We wish you best for all your endeavours. Have a Happy and a Prosperous New Year!

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