Business Development

Deepesh Mehta and Nitin Patel talk about the books that influenced them the most and helped them grow.

Manoj Chahar and Dilshad Billimoria share with us their favourite books and what they learned from it

Continuing with our series on the 'Best advice I ever got', Nitin Patel tells us how he learnt that equity was meant only for the long term while Madhu Sudan Uppal find out the three golden rules to build and earn client trust.

Maharashtra based Sachin Kharate uses interesting topics for IAPs while U.P based Virendr Pal Singh pitches SIP. They share their approach for conducting successful IAPs.

Yogin Sabnis of VSK Financial Consultancy shares how he started charging fee and why IFAs should adopt a fee-based model.

Gujarat based Nikhil Thakker has learned how to segment his clientele while Mumbai based Jayant Vidwans has learned that an advisor should constantly upgrade technology to beat the competition.

US based advisory firm Edward Jones recommends a four step business-planning process for advisers to grow business.

Here are 10 books which are filled with great ideas and concepts to help you sharpen your skills and your practice.

Maharashtra based Abhay Dandekar and Gujarat based Mukesh Patel share with us how they conduct IAPs.

Jonathan B Stein, Founder and CEO, Betterment spoke about the future of financial advice at India Investment Conference organised by CFA Society India and CFA Institute in Mumbai.

Vinod Jain says that he will conduct more advisors training program in 2017 while Kirit Shah says he plans to expand business through value average investment plans.

Bangalore based Deepesh Mehta has learned how making a to-do list can help IFAs manage time efficiently while Nashik based Sachin Kharate learnt that a goal based approach made his clients stay put for the long term.

Khyati Mashru says she plans to acquire 100 new clients this year while Kevin Michael will start advising on loans to his clients.

Ajay Kale and Imran Gilani recall the memories of acquiring their first MF clients and how this experience has helped them in their practice.

A recent white paper published by Advisor Websites gave four simple tips to write blogs effectively.