Business Development

Financial Advisors look forward to business expansion in 2013
They expect the distribution industry to grow this year.
by Pallabika Dec 31, 2012
There’s a good opportunity for advisors in estate planning services: Sapna Narang
Sapna Narang of Capital League says that advisors can offer estate planning which is today the monopolized by law firms.
by Ravi Samalad Dec 27, 2012
How to put together the right social media strategy
A few important considerations to be kept in mind when you are devising your social media marketing strategy
by Pallabika Dec 23, 2012
Dos and Don’ts of effective communication with clients
Communication is vital aspect of building an advisory business. So, follow these dos and don'ts of communication to build a meaningful relationship with your clients.
by Pallabika Dec 19, 2012
5 things to do before the Year End
Ensure a great finish to 2012 for a great start to 2013.
by Pallabika Dec 17, 2012
P4 steps for retaining and nurturing great employees
Yogin Sabnis of VSK Financial Services shares four secrets for nurturing great employees.
by Yogin Sabnis Dec 16, 2012
Which type of fee based model should you adopt?
Brijesh Dalmia, Founder of Dalmia Advisory Services shared some interesting concepts on various fee based models which advisors could adopt at the recent Network FP Annual Conference 2012 held in Mumbai.
by Ravi Samalad Dec 9, 2012
The secrets of highly productive financial advisors
Nandish Desai of Jagoadvisor shares some practical ideas on time management to help advisors improve productivity.
by Nandish Desai Dec 7, 2012
Tips to set up a successful advisory practice
Stand out and offer something unique to your clients.
by Pallabika Dec 3, 2012
How to get ISO certification
Dilshad Billimoria who got her ISO certification recently shares the documentation requirements.
by Dilshad Billimoria Dec 3, 2012
3 important questions to be asked to clients during the annual portfolio review
Use the annual review to deepen your client understanding.
by Pallabika Dec 2, 2012
Tips to develop an effective E-marketing campaign
E-marketing is an increasingly popular to connect with prospects in a cost-effective way.
by Pallabika Nov 28, 2012
“Selling variable return products to a client who was used to guaranteed return products was a difficult task”
More interesting advisor stories in our series ‘How I got my First Client’
by Pallabika Nov 23, 2012
How to talk about fees to your potential clients?
Here are seven tips which will help you communicate effectively with your clients about fees.
by Nandish Desai Nov 18, 2012
3 things for a sustainable financial advisory business model
Top advisors share their success strategies.
by Pallabika Nov 15, 2012