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    How advisors can get feedback from clients using client advisory board
    Asking increases client satisfaction and loyalty. Acting on it pushes clients toward that engaged status.
    by Stephen Wershing, CFP® Feb 25, 2015
    How advisors can leverage a client advisory board to maximum benefit
    Stephen Wershing, author of ‘Stop Asking for Referrals’ shares the importance of having a client advisory board.
    by Stephen Wershing, CFP® Feb 23, 2015
    Rags to riches to rags!
    Read on to find out how financial advisers can help people who acquire sudden wealth.
    by Nishant Patnaik Feb 9, 2015
    12 must read books for advisors in 2015
    Here are 12 books which are filled with great ideas and concepts to help you sharpen your skills and your practice.
    by Team Cafemutual Dec 27, 2014
    What I learned in 2014
    Advisors recall their biggest learnings in 2014.
    by Ravi Samalad Dec 16, 2014
    How I got my first client
    Nitin Sawant who practices fee based financial advisory service in a small town called Vita in Maharashtra’s Sangli district narrates how he acquired his first client who was a doctor.
    by Nishant Patnaik Dec 14, 2014
    Seven secrets of success from the world’s greatest professional firms
    Martin Fridson, CFA reviews the book What It Takes: Seven Secrets of Success from the World’s Greatest Professional Firms authored by Charles D. Ellis.
    by Martin Fridson, CFA Nov 24, 2014
    Can financial advisers make their clients happy?
    Empathy, intuition, and rapport are core strengths of financial advisers, and they should be building business plans that take those fully into account.
    by Will Ortel Nov 21, 2014
    How to deal with older clients
    Succeeding in this segment requires special skills and talent which advisors need to master.
    by Fouzia Nov 17, 2014
    Whom can IFAs pass on their business to?
    A whitepaper titled ‘Passing The Torch – How To Plan For a Successful Succession’ published by Raymond James gives interesting insights on whom advisors can pass on their practice to.
    by Raymond James Nov 10, 2014
    How advisors can plan their own succession
    A whitepaper titled ‘Passing The Torch – How To Plan For a Successful Succession’ published by Raymond James gives interesting insights on how advisors can go about planning their succession.
    by Raymond James Nov 7, 2014
    How to increase the quality of referrals
    A research note on ‘Referral-Generating Techniques of Top Financial Advisors’ published by US based AIG Advisor Group gives interesting insights on how advisors can improve the quality of referrals.
    by AIG Advisor Group Oct 17, 2014
    How to deal with difficult clients
    Advisors should set the right expectations in the minds of their clients from day one.
    by Fouzia Oct 14, 2014
    Is niche advisory model practical in India?
    Slowly, advisors are realizing the importance of having a niche client base.
    by Fouzia Oct 14, 2014
    How to ask referrals naturally
    A research note published by Advisor Group gives suggestions on how advisors can overcome any hesitations about asking referrals.
    by Advisor Group Sep 20, 2014