What successful advisors do to attract wealthy clients?
A whitepaper on ‘Marketing tactics of elite advisors’ shows what elite advisors are doing to attract and retain wealthy clients.
by Banali Banerjee Mar 23, 2016
Robo Advisors will not overpower traditional IFAs for the next 10 years: Survey
In 2025, financial advisors will spend most of their time cultivating existing relationships through in-person meetings even with the increase in robo-services.
by Banali Banerjee Mar 3, 2016
Advisors value fund factsheets and thought leadership articles more than product pitches: Survey
Most advisors were interested in a broad range of value added program topics, with economic and market insights ranking as most interesting and alternative investments ranked the least interesting, finds a wealthmanagement.com and FUSE research survey.
by Banali Banerjee Feb 10, 2016
6 things advisors should do to acquire more clients
A whitepaper released by SEI gives insights on what advisors should do to strengthen and grow their business.
by Team Cafemutual Feb 9, 2016
Don’t rely solely on markets: Aashish Somaiyaa
While speaking on the topic ‘All izz Well’ at the Network FP National Conference, Aashish Somaiyaa, MD & CEO, Motilal Oswal AMC said that advisors need to come out of the belief that their fortunes are tied only to the stock markets.
by Banali Banerjee Feb 3, 2016
67% of high growth advisors have acquired clients using social media: FPA-LinkedIn study
This online study was done in USA which surveyed 1,242 financial advisors.
by Banali Banerjee Jan 16, 2016
Social gatherings, newsletters and IAPs are top ways to grow business: FPA LinkedIn study
Read on to find out the winning strategies of successful IFAs.
by Nishant Patnaik and Banali Banerjee Jan 8, 2016
Investors Google advisors before hiring them: FPA LinkedIn study
77% of respondents say that they use online search engines like Google to know about advisors prior to meeting them.
by Nishant Patnaik & Banali Banerjee Jan 8, 2016
‘2015 taught me that that nothing is permanent’
Advisors recall their biggest learnings in 2015.
by Banali Banerjee Dec 31, 2015
‘This New Year, I want to work with the differently abled’
Some of India’s leading advisors share their New Year resolutions and action plans for 2016.
by Banali Banerjee Dec 31, 2015
'We will add a human touch to Robo advisory'
Amit Bivalkar of Sapient, Lovaii Navlakhi of International Money Matters and Rakesh Rathod of Finapple Ideas share their plans and strategies for 2016.
by Banali Banerjee Dec 30, 2015
Share client stories with prospects to connect better
Advisors share their plans and strategies for 2016.
by Banali Banerjee Dec 29, 2015
What I learned in 2015 - Part II
Viral Bhatt and B Srinivasan recall their biggest learnings in 2015.
by Banali Banerjee Dec 24, 2015
