Business Development

A white paper released by The Digital FA gives a step-by-step guide on what financial advisors can do with their website to attract new clients.

Tirupati Rao was felicitated with MDRT Samman for his unflinching focus on retirement planning.

Alagappan was felicitated with the MFRT Samman for promoting the cause of SIPs.

So, you have contacted a woman prospect! Now the question is, how to approach her in a correct manner so as to leave the right impression.

Success with women clients requires a nuanced understanding of their needs and a willingness to approach the planning process in a way that works for them.

To ensure success with businessmen, learn to identify and deal with their unique set of concerns, says Nisreen Mamaji.

A white paper published by US-based LPL Financial documents eight effective practices which IFAs can adopt to sustain and grow their business.

A LPL Financial white paper highlights the opportunity for you to grow your business by reframing how you view, interact and approach investment decisions when working with couples and families.

Oechsli Institute has published a study which suggests that asking for referrals does not go down well with affluent clients.

In Part II of Seminar Marketing, find out how to increase your chances of conducting a successful seminar and generate new leads.

Planning to increase your client base? Read on to find out how Seminar Marketing can help you to spread the word faster…

Here is what the leading advisers do to ensure best results from prospecting.

9 things that advisers can post on Facebook to keep their target audience engaged

Tejal Gandhi of Money Matters got a friend as her first client while she went to him for advice.

Worried and stressed because of nagging and angry clients? Read on to find out what you need to do to deal with such clients.