‘Wealth management has become transactional’
Hrishikesh Parandekar - CEO, Ambit Finvest and Ambit Private Wealth, Nilesh Shah – MD, Kotak AMC, Prathit Bhobe - Head Wealth Management & Privilege Banking, ICICI Bank and Soumya Rajan - Co-Founder, Managing Director & CEO, Waterfield Advisors and Prem Khatri, Cafemutual discuss the challenges and opportunities in the wealth space at the Cafemutual Conference: Wealth Management 2015. Part I of the edited transcript.
by Team Cafemutual Jul 2, 2015
How do advisors define their ideal clients?
Financial advisors say that openness, faith, and comfort level are three main traits of their ideal clients.
by Banali Banerjee Jun 26, 2015
Whose responsibility is it to raise awareness about paying fee to advisors?
Investors need to perceive value in advisors services and it is the job of advisors to set a precedence by charging fee to clients.
by Ravi Samalad Jun 17, 2015
How can IFAs leverage YouTube to reach out to more prospects?
Read on to find out how you can build and position your brand using You Tube.
by Nishant Patnaik May 30, 2015
Why IFAs need to have a business plan
Having a business plan will help advisors stay focused and implement their strategy smoothly.
by Ravi Samalad May 20, 2015
How to generate leads through LinkedIn
LinkedIn is more than just a digital resume; use it wisely to grow your business.
by Nishant Patnaik May 11, 2015
Financial Advisors and Insurance agents: Let’s Talk Layout
Take these five tips into consideration when tinkering with your website.
by Kellie Gibson, Advisor Websites Apr 9, 2015
How I got my first client
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.
by Nishant Patnaik Mar 14, 2015
How advisors can use Facebook to engage with clients
Today, when your clients and prospects are on Facebook, it makes immense sense to market yourself intelligently on Facebook
by Nishant Patnaik Mar 12, 2015
‘There is a stereotype that men understand finance better’
Shifali Satsangee of Funds Vedaa, Agra talks about the biases people hold against women financial planners and shares her success mantra.
by Ravi Samalad Mar 9, 2015
‘Financial advisory is a noble profession’
An Architect by profession, Swati Joshi of Moneybolism shares her journey into financial advisory.
by Ravi Samalad Mar 9, 2015
Financial advisory is the best profession for women
On the occasion of International Women’s Day, Dilshad Billimoria of Dilzer Consultants shares the challenges and opportunities for women financial planners in India.
by Ravi Samalad Mar 5, 2015
How advisors can get feedback from clients using client advisory board
Asking increases client satisfaction and loyalty. Acting on it pushes clients toward that engaged status.
by Stephen Wershing, CFP® Feb 25, 2015
How advisors can leverage a client advisory board to maximum benefit
Stephen Wershing, author of ‘Stop Asking for Referrals’ shares the importance of having a client advisory board.
by Stephen Wershing, CFP® Feb 23, 2015
Rags to riches to rags!
Read on to find out how financial advisers can help people who acquire sudden wealth.
by Nishant Patnaik Feb 9, 2015
