Business Development

Today, when your clients and prospects are on Facebook, it makes immense sense to market yourself intelligently on Facebook

Shifali Satsangee of Funds Vedaa, Agra talks about the biases people hold against women financial planners and shares her success mantra.

An Architect by profession, Swati Joshi of Moneybolism shares her journey into financial advisory.

On the occasion of International Women’s Day, Dilshad Billimoria of Dilzer Consultants shares the challenges and opportunities for women financial planners in India.

Asking increases client satisfaction and loyalty. Acting on it pushes clients toward that engaged status.

Stephen Wershing, author of ‘Stop Asking for Referrals’ shares the importance of having a client advisory board.

Read on to find out how financial advisers can help people who acquire sudden wealth.

Here are 12 books which are filled with great ideas and concepts to help you sharpen your skills and your practice.

Advisors recall their biggest learnings in 2014.

Nitin Sawant who practices fee based financial advisory service in a small town called Vita in Maharashtra’s Sangli district narrates how he acquired his first client who was a doctor.

Martin Fridson, CFA reviews the book What It Takes: Seven Secrets of Success from the World’s Greatest Professional Firms authored by Charles D. Ellis.

Empathy, intuition, and rapport are core strengths of financial advisers, and they should be building business plans that take those fully into account.

Succeeding in this segment requires special skills and talent which advisors need to master.

A whitepaper titled ‘Passing The Torch – How To Plan For a Successful Succession’ published by Raymond James gives interesting insights on whom advisors can pass on their practice to.

A whitepaper titled ‘Passing The Torch – How To Plan For a Successful Succession’ published by Raymond James gives interesting insights on how advisors can go about planning their succession.