Business Development

Extracts from the diary of a successful advisor, reproduced here so that we too can learn and get inspired.

Once regarded as mere entertainment portals, social media like Facebook, Linkedin and Twitter are helping IFAs who know how to use them in many ways

Bundling multiple products in a single bundle can increase productivity and business, says Jigar Parekh, CFP and Zonal Head of Prudent CAS

You can improve your productivity by reviewing and analyzing your activities, says Amit Trivedi of Karmayog Knowledge Academy

Umesh Aggarwal, Certified Financial Planner, believes that IFAs can succeed by upgrading themselves and shares a few thoughts on it

The report by finance ministry’s committee on small savings recommends either reducing or completely abolishing the commission paid to agents on various small savings schemes

Jigar Parekh, Zonal Head - Alternate Channels, Prudent CAS believes that IFAs would do well by changing their focus from products to clients.

The first conversation with the client is most vital and also the hardest. Jayshree Pyasi lists what you need to tell an investor on why they need an advisor

Appropriate client profiling can help you increase your productivity and effectiveness.

With a young population, attractive entry level salaries the likes of which were beyond the imagination of their parents, the segment of young earners presents a huge opportunity to IFAs

Today as many investors are becoming tech-savvy it is crucial for an advisor to have an online presence. Due to the emergence and adoption of social media, investors can now inspire loyalty through tweeting, blogging, reviewing, following, and so forth. Jayshree Pyasi gives tips on how to use internet and social media to drive sales and loyalty.

Being able to communicate effectively with clients is one of the key success factors for an IFA. Jayshree Pyasi gives you some powerful tips on effective communication.

The Indian Diaspora presents a lucrative opportunity to those who get it right. Ravi Samalad has a few useful tips and insights on managing NRI clients

Senior citizens have different investment needs and concerns. Jayshree Pyasi gathers tips from some seasoned advisors on addressing these needs and concerns more effectively

Interested to know about how you can land celebrity clients but don’t know where to start. We spoke to a few advisors who have dealt with celebrity clients.