Business Development

The advancement in today’s world in terms of customer expectations, risk measurement and operational efficiencies has put pressure on financial institutions across the globe to rethink the way they do business.

A study by Avaloq and Deloitte shows that 85% of wealth managers will spend more on technology to deliver better client experience.

Techno advisors are the new breed of professionals who use technology intelligently to deepen client relationships.

Read on to find out some useful tips which will help you establish your brand.

Be innovative if you wish to seek attention of those who are out of your reach.

Most investors think that traditional advisors will continue to play a dominant role in future, although their roles may look different.

A whitepaper on ‘different ways to show clients your value’ by LPL Financial provides interesting insights to help you build better relationships with clients.

Eight in ten advisors believe their ability to keep clients from making emotional decision is a critical success factor.

The demand is increasing for help and guidance to simplify personal financial planning and investing, delivered in a personalized, customized and efficient manner through multiple touch points.

Vinod Jain and Shifali Satsangee narrate how they acquired their first client and what they learned from that experience.

In a recently held Society of Financial Planners (SOFP) event, Suresh Sadagopan, Founder of Ladder7 Advisories stressed on the importance of becoming an RIA (Registered Investment Advisor).

Becoming a conscientious advisor requires attention to the details of both practice management and client interaction.

Over 80% of advisors are using social media to grow their business, shows a recent Putnam Investors 2015 Social Advisor study.

An independent research shows that 90% of the information transmitted to our brain is visual in nature. Read on to find out how you can create visually appealing content to communicate with your clients.