Business Development

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.

Deepesh Mehta and Rajesh Hattangady recall the memories of their first client and how it has helped them to grow their business.

An independent survey shows that many people make buying decisions based on what they find online before meeting any adviser. So make sure that your website is impressive.

Nisreen Mamaji, Mimi Parthasarathy and Anup Bhaiya share the mistakes that helped them evolve in the advisory journey.

Lovaii Navlakhi and Monish Mehta share the best advice they ever got which helped them improve their practise.

Deepali Sen and Sangeeta Jhaveri share how they turned financial advisors and what has helped them excel.

Read on to find out how advisors can articulate and communicate their value proposition to their prospects.

M S Shabbir and Ramesh Bhat talk about the best advice they ever got which helped them succeed in their practise.