How to discuss succession with your clients
If you are wondering how to ease the nerves of your clients while you talk about the grim reality of life, we have a couple of tips to help you bring up the conversation on wills in a subtle way.
by Karishma Choksi, Founder, CEO, CCC WillEffect Jul 15, 2016
Your Daily Morning Checklist
The To Do list is great at telling you what you need to accomplish today, or what your priorities were yesterday.
by Stephen Wershing Jun 10, 2016
No more elevator pitches - start using a positioning statement
I suggest this because you may think an elevator pitch is something that a salesperson uses. Because you are uncomfortable selling your services.
by Stephen Wershing Jun 6, 2016
How SEBI is killing financial inclusion
Regulators are meant to sift through the bad apples and throw them out. Not destroy the industry.
by Vivek Law May 30, 2016
4 important words that an IFA should use liberally
P V Subramanyam believes saying ‘I do not know’ to investor queries on markets, economy etc. is fine.
by P V Subramanyam May 19, 2016
The triumph of selling over marketing
Relying on selling (and having a weak marketing plan) makes you work harder and exposes you to long-term risks that reduce the value of your business.
by Stephen Wershing May 12, 2016
Investment wisdom from Rajnikanth
Here are the top five investment lessons dished out by the man who knows it all, including what came first – the egg or the chicken.
by Noorain Mohammed Nadim May 9, 2016
The second step in your communication plan is training your staff
Sometimes, your staff can be even more effective at directly stimulating referrals then you.
by Stephen Wershing May 5, 2016
Provide proof to attract clients
Proof is a tricky thing in the financial advisory world. You cannot prove we will do a good job because we don’t actually know how things are going to work out.
by Stephen Wershing Apr 25, 2016
Unintended consequences of commission disclosure in a/c statement
Commission disclosure along with direct plans is a deadly combination.
by Amit Trivedi Apr 11, 2016
The 4 As contributing to the growth of the Indian mutual fund industry
Mutual fund industry in India is set to reach new heights in the coming years. Over the last decade, the total assets managed by mutual fund houses rose by 70%. Let's look at the major factors influencing this spurt of growth.
by Shynu George Mar 30, 2016
Meditation for investment professionals
Meditation provides unique benefits that directly address many of the obstacles we all face each day.
by Jason Voss, CFA Mar 23, 2016