
Dharmendra Satapathy
Founder – Director
Next Level Education

P Swamy Gowda
Partner – Director
Next Level Education
- Are you facing frequent redemptions ?
- Are you losing clients?
- Do you want to retain clients for a lifetime?
- Do you want to Learn how you can charge fees?
- Do You want to Position Yourself as a Financial Doctor?
- Do You Want to Know how to build your Brand?
- Do You Want to Learn How to Increase Your Closing Ratio?
- Do You Want to Discover the Seven Steps to Financial Freedom?
- Do You Want to Learn Magnetic Marketing Strategies to Attract Regular Leads?
- Do you want to attract HNI Clients by mastering the MANIA formula?
Do you want to be Future Ready to Face All Future Regulatory and Technological Changes?
If your answer is a ‘Yes’ to any of the above questions, then you can consider the MFP program
Financial Knowledge & Skills
Assignment Oriented
100% Action Oriented
Readymade Templates & Tools
THIS PROGRAM CAN MAKE A DIFFERENCE TO

CFP & CWM PRACTITIONERS

PRACTICING & NEW IFAS

INSURANCE AGENTS

STUDENTS

Program Objectives
- Transform Yourself from Transactional Advisor to Transformational Advisor
- Transform Yourself from Transactional Advisor to Transformational Advisor
- To Transform you from Product Based Advisor or Agent or Distributor to Financial Wellness Coach
- To Transform you from FREE Based Advisor to FEE Based Advisor
- To Yourself from Financial Advisor to Financial Entrepreneur
BUSINESS INSIGHT REPORT
A First In The Industry
A personalised report based on user current business data.
Report gives you the clarity as to where you stand and where you need to go and what you need to do.
Actionable feedback

What Our Members Have To Say

Sanjay Kulkarni
I was doubtful whether an IFA could charge fees but MFP gave me the confidence to charge fees. Manufacturing Time, ABCD Analysis, MANIA, GIFT are amazing concepts. I urge all IFAs to do MFP & experience transformation.

Nikhil Thakkar
MFP Taught us the process of scrutinizing clients, Process of allocating time and energy based on ABCD Categorization. Gifts revealed the secret of selling. Sincerely appreciate the program & passion of Swamy Sir and Dharmendra Sir – Please Continue this great work for IFA Fraternity.

Jigish Patel
Importance of ‘’ Always be Closing’’ and how to implement it made a huge difference in my business. Secondly, the strategy to serve the most profitable client segment has shown me the path to success.

Nikhil Verma
MFP has given me confidence and shown me a faster way to succeed in business. Thank you for being my mentor and showing me the right way going forward.

Vijay Ghosalkar
Thank you Swamy Sir and Dharmendra Sir for your valuable inputs. This program has upscaled my knowledge. I am confident that I would be financially free in 5 years.

Dharmesh Punjabi
Had a Great Experience. Got a lot of clarity in how to run my business. Thank you, Mr Dharmendra and Mr Swamy. You guy’s rock.
OUTCOME OF THE MFP PROGRAM
- Clarity of Products
- Clarity of Your Mission
- Clarity of Your Purpose
- Clarity of Your Clients
- Clarity of Your Strategies
- Clarity of Your Values
- Clarity of Your Beliefs
- Clarity of Your Future in the Industry
Magnetic Finance Preneur
15 Sessions - 2 Months-
How to become irreplaceable in the market
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Secrets of becoming a Magnetic Financial Advisor
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How to Become a Freedom Preneur
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4 M`s of Magnetic Marketing Strategies
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Referral & Education Marketing
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Business Strategy & Personal Brand Building
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Social Media Marketing
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How to design most powerful IAPs