Business Development

Focus on niche strategy to grow your business

A survey conducted by Horsesmouth, a leading U.S. firm that provides support services to financial advisors suggests that pursuing a niche prospecting strategy is an effective way to grow your financial advisory business.

by Nishant PatnaikApr 21, 2013

How to add value and charge fees to clients

Partha Iyengar, Founder Accretus Solutions has worked on a fee based model since the day he launched his advisory practice. In this article, he gives a few tips and interesting advice on charging a fee.

by Partha Iyengar Apr 21, 2013

Sales: Sin or Need?

A good financial planner is a good seller, says Vinayak Sapre of VVS Ventures

by Vinayak SapreApr 18, 2013

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 SamaladApr 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 SamaladApr 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 PatnaikMar 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 KothariFeb 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 SadagopanFeb 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 JagoadvisorFeb 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 PallabikaJan 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 SadagopanJan 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 SamaladDec 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