Business Development

Sachin Kharate and Vinod Jain talk about the books, which helped them in their profession and what they have learned from it.

Leading IFAs discuss how they have benefited from training and development programs for their employees.

Read on to find how leading advisers market ELSS during tax season.

Here are some insights on how advisors are growing their wallet share from existing customers to acquiring new clients.

Here’s how leading advisers keep in touch with their clients to grow business.

Depending only on referrals can limit your growth. Here’s what leading advisers are doing to acquire new clients apart from referrals.

We spoke to two leading financial advisers of Mumbai to understand how they are going about acquiring new clients apart from referrals.

Deepesh Mehta and Nitin Patel talk about the books that influenced them the most and helped them grow.

Manoj Chahar and Dilshad Billimoria share with us their favourite books and what they learned from it

Continuing with our series on the 'Best advice I ever got', Nitin Patel tells us how he learnt that equity was meant only for the long term while Madhu Sudan Uppal find out the three golden rules to build and earn client trust.

Maharashtra based Sachin Kharate uses interesting topics for IAPs while U.P based Virendr Pal Singh pitches SIP. They share their approach for conducting successful IAPs.

Yogin Sabnis of VSK Financial Consultancy shares how he started charging fee and why IFAs should adopt a fee-based model.

Gujarat based Nikhil Thakker has learned how to segment his clientele while Mumbai based Jayant Vidwans has learned that an advisor should constantly upgrade technology to beat the competition.

US based advisory firm Edward Jones recommends a four step business-planning process for advisers to grow business.

Here are 10 books which are filled with great ideas and concepts to help you sharpen your skills and your practice.