Business Development

Advisors need to have both competence and integrity to earn the trust of their clients...

Dilshad Billimoria of Dilzer Consultants shows you how SWP can help your clients to obtain that optimum amount of income...

Malhar Majumder from Gliese Consulting tells you how to structure your advisory business in a systematic manner for great returns.

Rajesh Krishnamoorthy points to the big opportunities outside India that can be tapped profitably by the Indian advisor

Intrigued? Read on to find out what Vipin Khandelwal, Founder and CEO, Learning Infinite wants you to guarantee...

One reason why some advisors are more successful than others is that they consistently follow certain effective business practices. Here is a set of time-tested practices that should be followed by every advisor to achieve greater success in the financial advisory business.

In this article, we discuss why adopting a client-centered approach is so important to be a successful financial advisor.

Powerful tips and advice to help you grow your business.

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.