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Business Development

Three steps to deal to with spendthrift clients
How to inculcate saving habit in clients who love to spend
by Daya Ragunathan Aug 18, 2017
Overcoming the challenges in managing people’s money
Read on to find a few practical tips to enhance client relationships and grow your business.
by Daya Ragunathan Aug 18, 2017
Being financially independent
Find out how you can help various categories of clients achieve financial independence.
by Daya Ragunathan Aug 16, 2017
Top reasons to avoid funds
Advisors disclose what makes them vary of a fund.
by Daya Ragunathan Aug 11, 2017
What top advisors look for when they hire
Hiring the right talent is crucial for the development of any company. Here is a quick guide to hire the right employee.
by Daya Ragunathan Aug 11, 2017
How to manage client expectations during market rally
Read on to find out how these advisors are managing their client expectations in the current market rally.
by Daya Ragunathan Aug 11, 2017
How I learn and gain knowledge
Let us understand how advisors keep upgrading their knowledge.
by Daya Ragunathan Aug 11, 2017
How to build a tech savvy practice
Read on to find out how you can leverage technology in your advisory practice.
by Daya Ragunathan Aug 11, 2017
How networking with other advisors help you grow
Find out how interacting with fellow advisors can help you grow.
by Rosevina Gonsalves Jul 28, 2017
If not an advisor
Childhood ambitions often are very different from our career choices. Read on to see what these advisors wanted to be as kids.
by Daya Ragunathan Jul 19, 2017
Five lessons to learn from Modi
Read on to find out what you can learn from the the Prime Minister.
by Rosevina Gonsalves Jul 14, 2017
My first investment
Financial advisors give lessons in investment all the time. Ever wondered what their first investment was? Read on to find out.
by Daya Ragunathan Jul 7, 2017
Mere paas advice hai!
Here are a few interesting lessons for advisors from Bollywood’s all-time hit dialogues.
by Daya Ragunathan Jul 3, 2017
How to get business from inactive clients
Ever faced an investor who invests just once and never turns up again? Here are some workable solutions to your problem.
by Daya Ragunathan Jun 30, 2017
How robos expand their client base
Read on the find out which marketing tools tech savvy advisors prefer, and why.
by Daya Ragunathan Jun 27, 2017