Business Development

Eight in ten advisors believe their ability to keep clients from making emotional decision is a critical success factor.

The demand is increasing for help and guidance to simplify personal financial planning and investing, delivered in a personalized, customized and efficient manner through multiple touch points.

Vinod Jain and Shifali Satsangee narrate how they acquired their first client and what they learned from that experience.

In a recently held Society of Financial Planners (SOFP) event, Suresh Sadagopan, Founder of Ladder7 Advisories stressed on the importance of becoming an RIA (Registered Investment Advisor).

Becoming a conscientious advisor requires attention to the details of both practice management and client interaction.

Over 80% of advisors are using social media to grow their business, shows a recent Putnam Investors 2015 Social Advisor study.

An independent research shows that 90% of the information transmitted to our brain is visual in nature. Read on to find out how you can create visually appealing content to communicate with your clients.

If you have an office, clients will visit you. Your office can make a strong statement about your commitment and vision.

Practical ways through which you can inspire trust online.

COIs are established professionals and community groups whose strong reputations and influence can provide an excellent gateway for referrals.

Did you ever write a note to a client and get no response? It may be because your e-mails are put together poorly, difficult to understand, or not compelling.

Read on to find out how you can build a niche practice.

Stories move people. We are wired to respond to them.

A study conducted by Investment News shows that 66% of adult children fire their parent’s advisor after receiving inheritance.