A client advisory board can help advisors grow their business
Advisors overseas use client advisory boards to get structured feedback from clients. Though, the concept is new to India, it is worth implementing
by Ravi Samalad Apr 9, 2013
Best way to get referrals - Don’t ask for them!
Asking your clients explicitly to give you referrals may not be such a great idea. Instead offer to solve problems that your client’s friends may be facing.
by Ravi Samalad Apr 1, 2013
How can an IFA build a clientele among women investors?
A different approach is needed to manage woman investments, say financial advisors.
by Pallabika Mar 24, 2013
Now, IFAs can seek professional help to grow their business
Usha Mallya and Vinayak Sapre have started a consultancy firm for advisers called ‘Insights’.They will offer practical and hands-on training to advisers who are facing any issue relating to business development, HR, customer service, etc.
by Nishant Patnaik Mar 14, 2013
5 great business apps to improve advisers productivity
Gajendra Kothari of Etica Wealth Management shares how these 5 apps can make a great difference to your productivity.
by Gajendra Kothari Feb 25, 2013
Life of Advisor = Life of Pi who had to live with Richard Parker
Pi lived with a Bengal Tiger (Richard Parker) and its time we learn to adapt ourselves to regulations.
by Suresh Sadagopan Feb 8, 2013
How to acquire clients? Experts share their secrets
In their latest e-Book, Nandish Desai & Manish Chauhan of Jagoadvisors have profiled some of India’s leading financial planners. Here are the edited excerpts from their 116 page e-Book.
by Jagoadvisor Feb 6, 2013
4 reasons why you should send e-newsletter
A newsletter is an effective way to stay in touch with clients and show case your expertise
by Pallabika Jan 14, 2013
Applying Blue Ocean principles to financial advisory practice
Suresh Sadagopan of Ladder 7 Financial Advisories shares the relevance of Blue Ocean Strategy in the financial advisory service. Blue Ocean Strategy is a popular business strategy book authored by Chan Kim & Renee Mauborgne.
by Suresh Sadagopan Jan 1, 2013
Financial Advisors look forward to business expansion in 2013
They expect the distribution industry to grow this year.
by Pallabika Dec 31, 2012
There’s a good opportunity for advisors in estate planning services: Sapna Narang
Sapna Narang of Capital League says that advisors can offer estate planning which is today the monopolized by law firms.
by Ravi Samalad Dec 27, 2012
How to put together the right social media strategy
A few important considerations to be kept in mind when you are devising your social media marketing strategy
by Pallabika Dec 23, 2012
5 things to do before the Year End
Ensure a great finish to 2012 for a great start to 2013.
by Pallabika Dec 17, 2012
P4 steps for retaining and nurturing great employees
Yogin Sabnis of VSK Financial Services shares four secrets for nurturing great employees.
by Yogin Sabnis Dec 16, 2012
Which type of fee based model should you adopt?
Brijesh Dalmia, Founder of Dalmia Advisory Services shared some interesting concepts on various fee based models which advisors could adopt at the recent Network FP Annual Conference 2012 held in Mumbai.
by Ravi Samalad Dec 9, 2012
