Talk about the accompanying after-sales service of the Fund from the story of the three Bianque brothers

cause

The reason is that the general manager of our brother company posted this article in the evening group

Our brother company is very hard. It is said that 25 strangers will be added to WeChat every week to carry out group competition, and they are required to take notes every day. When we wrote on page 10 of our notebook, our colleagues from our brother companies had already written on page 100, which was amazing, but their achievements were also beyond our reach. So I have to make a note of this article myself.

On investor education

Investor education is a top priority for investment in the entire equity market. Every investor will conduct a risk assessment when opening a formal bank and stock account, which is the initial investor education.

The investment and education work determines the maturity of the whole market.

If there is no investor education, more people will not understand the risks of the equity market and blindly rush in, resulting in unnecessary losses.

If there is no investor education, more people will not understand the role of the equity market, blindly wait for the devaluation of the currency with fixed deposits, and give up some of the benefits that could have been obtained.

So it is necessary to invest in teaching! For staff, communicating with educated investors will be a lot easier. For investors themselves, investing in education is also a way to learn how to manage money.

Talking about fund after-sales investment and teaching

The article divides after-sales into three categories

The third one is the most exciting and effective. As practitioners, we certainly hope that customers can take a longer view. After all, it is better to take a larger view of the situation, but not everyone can accept it. What I can do is to apologize, send some watermelons to customers, and help customers analyze and adjust the position of the fund, Make the configuration more balanced so as not to be hit by plate rotation.

Accompanying after-sales service

1. Help investors know themselves

   Let investors understand their ability boundaries, their risk preferences, behavioral biases and emotional control means, match different product types and combinations according to different behavioral characteristics, and let financial management become an ornament of life rather than the whole.

2. Help investors understand the market

   It is to let investors advance and retreat, understand the risk, agitation, signal and temperature of the market, not just say "value investment, long-term holding, trust in national fortune", but fear the market, think independently and build their own investment system

3. Assist investors to understand products

   There are now more than 8000 A-share funds, and 100 additional funds are issued every month. For ordinary investors, the strategy is complex, the industry is segmented, and the logic is not universal. The difficulty of stock selection and base selection has increased significantly.

   It is very important to help investors understand their own products, their own fund managers, operational logic and strategies, and build their own agreed strategies. In this way, even if it is held for a long time, it can be more firm in the belief that it will not give up the long-term growth dividend of the industry because of short-term adjustment.

Differentiated after-sales

To sum up:

1. Data content is king
2. Platform traffic is king
3. Continuous operation is the king

So we should not only make phone calls and send WeChat messages, but also expand the new media matrix. If we do it, it will have no effect on our own blog. We should expand the platform in the future, such as the Little Red Book, which I like to read recently. The UGC platform with its own grass planting attribute is very suitable for fast grass planting and fast teaching

reference resources

Body point me Transferred from public account Bashu Foundation Farm