Business Development

Vatsal Shah and Ashish Modani share the best advice they ever got which helped them succeed as advisers.

Hiten Shah and Pranav Patel share the best advice they ever got which helped them succeed as advisers.

Manoj Chahar and Vinayak Sapre talk about the best advice they ever got.

Kavitha Menon and Nisreen Mamaji share their secret mantras and what helped them to succeed in the advisory profession.

Bharat Bagla and Anita Kanbargi share their biggest mistakes and what they learned from it.

Kalpana Sheth and Srikanth Matrubai talk about how they got their first client and what they learned from that experience.

Nikhil Thakker and Jigisha Shah share what lessons they learned from their mistakes.

Hiten Shah and Viral Bhatt share their experiences with their first client and what helped them to improve their business.

D. Muthukrishnan and Hemant Rustogi share the best advice they ever got which helped them succeed as advisers.

HNIs who consult with a financial adviser check their Facebook pages more than other social networks, shows a Spectrem report.

An AFA study states that consumers who do not have a trusted referral to a financial adviser and who don’t have a financial adviser in their network are reluctant to engage in financial advice.

Read on to find out how you can acquire clients through social media.

Here are the four steps to maximize the productivity of your prospect meetings.

Zankhana Shah and Khyateey Dutt share their secret mantras and what helped them to succeed in the advisory profession.

The whitepaper ‘The Trusted Adviser’ shows that trust between adviser and client is vital and what is required to earn the client’s trust.