There is a world beyond data, product or investment advice and financial plan and there are several ways by which you can add value to your investor’s financial life.
Today, I want to talk about some of the myths, which most financial planners believe in! These myths are destroying their business and stopping them from growing their advisory practice. Let’s talk about them one by one.
While some IFAs are beginning to restructure their business models towards High Net worth Individuals (HNIs), those IFAs wishing to build a retail client base are reworking their strategies.
“Overcoming geographic limitations by connecting with clients virtually has shown me the path to expand my clientele around the globe,” says Suresh Mohta, IFA from Kolkata.
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