Business Development

Stories are critical in communicating your value proposition and your differentiator.

A whitepaper by LPL Financial, an US based investment consultant company, shows why successful advisors are using LinkedIn to identify business opportunities, deepen relationships and generate leads that can help increase revenue and drive practice growth.

Ritesh Seth and Jayant Vidwans share their biggest mistakes and what they learned from it.

Srikanth Matrubai and Dilshad Billimoria share their biggest mistakes which have helped them become better financial planners.

NSE NMF II enables distributors to execute transactions seamlessly on behalf of their clients thereby saving time and cost.

Suresh Sadagopan and Vishal Dhawan recall their learnings from their first client and how it helped them grow their business.

It is the first thing you say to someone to differentiate yourself from other financial advisors.

A whitepaper by Financial Marketing Pros shares five simple marketing strategies which successful advisors adopt to grow their business.

A whitepaper released by Investacorp, a financial services firm, gives you essential tips on how to go about planning your succession.

Here are some useful tips to help you create a mobile friendly website which can grab the attention of your prospects.

Those who have a financial advisor are somewhat more likely to feel financially secure and less likely to struggle with balancing conflicting priorities across different areas of their lives.

This whitepaper focuses on skills and tools which can be used by advisors to successfully grow their business.

Advisor websites in its ebook, ‘Inbound Marketing: How to Turn Content into Leads’, shares interesting insights which will help you turn content into leads with an inbound marketing strategy.

PwC survey reveals that just a quarter of wealth managers offer digital channels beyond email. This is in contrast to the fact that two-thirds (69%) of HNWIs use online/mobile banking.

To help you keep your eye on your goal and focus on the next step, I have created a simple, one-page business plan.