Train advisers to handle the fee question without flinching.

1. Fee conversation script and practice sessions

   A rehearsed way to explain the fee structure in one calm paragraph, practised in role-play sessions with your advisers.

   Result: Advisers explain fees confidently instead of apologising for them.

2. Review meeting coaching, not just the pitch

   Coaching focused on the second meeting, where an investor asks hard questions about the written plan.

   Result: Advisers handle the meeting that actually decides most mandates.

3. Objection role-play library

   A set of real objections, such as comparing your fee to a discount broker, rehearsed until the response is natural.

   Result: Advisers stay composed when an investor pushes back.

4. Call review sessions with your own recordings

   Coaching built around reviewing your advisers' actual calls, not a generic sales course.

   Result: Feedback is grounded in how your advisers really talk to investors.

5. New adviser onboarding script

   A starter script and objection list for a newly joined adviser, covering the questions investors ask most often.

   Result: A new adviser sounds prepared from their very first meeting.

1. 01 · Day 1

   Free audit call

   90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

2. 02 · After the call

   Written, scored report

   Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.

3. 03 · Before work starts

   Baseline recorded

   Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.

4. 04 · Month 1

   The first fix goes live

   Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

5. 05 · As agreed

   Report against the baseline

   What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

6. 06 · At the end of the term

   Renew on the numbers

   The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

• Marketing and sales, as one job

  Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

• The person on the first call does the work

  No account managers in between. You are never handed to someone you have not met.

• A baseline before anything starts

  Your numbers are written down on day one, so every later report compares against something honest.

• The fee in writing, split three ways

  Our time, your media spend and production on separate lines. You always see what goes to us.

• No guarantees we cannot keep

  The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

• One office, and we say so

  Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.