IFAs link up with social media to popularise their services
Advisors are using sites like Facebook and Twitter to rope in new clients, engage with existing clients and even catch up with their global counterparts.
by Pallabika Jun 20, 2012
How to overcome unrealistic client expectations
Many clients expect their advisors to generate the maximum possible returns, irrespective of the market conditions. The way to overcome this is proper asset allocation and client education, says Amit Trivedi.
by Amit Trivedi Jun 19, 2012
My first client: Your clients become your extended family
Over a course of time, advisors become life planners, not mere financial planners, says Mukund Seshadri of MS Ventures Financial Planners.
by Ravi Samalad Jun 13, 2012
Next Advisors platform allows IFAs to retain their brand identity
Launched a year back, this platform claims to help IFAs scale up their business by cutting costs and saving time while their clients buy, redeem and switch seamlessly from the comfort of their home or office.
by Ravi Samalad Jun 10, 2012
When should you sack your client?
Though the idea may sound blasphemous at a time when it is difficult to get clients, the art of building an advisory business requires you to identify not just the clients that you must acquire, but also the clients who you must let go.
by Team Cafemutual Jun 4, 2012
My first client: Business, like charity, begins at home
Many advisors stay away from approaching family members for business. But Sougata Mitra, an IFA from Kolkata, says that friends, relatives and associates constitute a natural market.
by Pallabika May 29, 2012
From an initial Rs 20,000, my first client’s portfolio is worth Rs 75 lakh!
Owning up to your errors will cement an advisor-client relationship, says Shashi Verma, a Kolkata-based IFA.
by Pallabika May 28, 2012
Winning client trust is a function of competence and integrity
Advisors need to have both competence and integrity to earn the trust of their clients...
by Team Cafemutual May 17, 2012
SWP as a tax-efficient way of earning retirement benefits
Dilshad Billimoria of Dilzer Consultants shows you how SWP can help your clients to obtain that optimum amount of income...
by Dilshad Billimoria May 16, 2012
Generate Rs. 120 crore from your advisory business in just 25 years!
Malhar Majumder from Gliese Consulting tells you how to structure your advisory business in a systematic manner for great returns.
by Malhar Majumder May 9, 2012
Rajesh Krishnamoorthy points to the big opportunities outside India that can be tapped profitably by the Indian advisor
by Rajesh Krishnamoorthy, iFAST Financial India May 6, 2012
Give your client a guarantee to grow your business!
Intrigued? Read on to find out what Vipin Khandelwal, Founder and CEO, Learning Infinite wants you to guarantee...
by Vipin Khandelwal Apr 9, 2012
7 best practices of successful financial advisors
One reason why some advisors are more successful than others is that they consistently follow certain effective business practices. Here is a set of time-tested practices that should be followed by every advisor to achieve greater success in the financial advisory business.
by Vibha Mar 20, 2012
Client centeredness: The ultimate recipe for success
In this article, we discuss why adopting a client-centered approach is so important to be a successful financial advisor.
by Vibha Mar 7, 2012
Powerful tips and advice to help you grow your business.
by Team Cafemutual Jan 20, 2012