Business Development

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.

A research note on ‘Referral-Generating Techniques of Top Financial Advisors’ published by US based AIG Advisor Group gives interesting insights on how advisors can improve the quality of referrals.

Advisors should set the right expectations in the minds of their clients from day one.

Slowly, advisors are realizing the importance of having a niche client base.

A research note published by Advisor Group gives suggestions on how advisors can overcome any hesitations about asking referrals.

A well drafted newsletter though time consuming, can reap great benefits for the financial advisors

Asking for referrals is an art which advisors need to master.

A primer on how advisors can acquire NRI clients.