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!