Guest Column

How to discuss succession with your clients

If you are wondering how to ease the nerves of your clients while you talk about the grim reality of life, we have a couple of tips to help you bring up the conversation on wills in a subtle way.

by Karishma Choksi, Founder, CEO, CCC WillEffectJul 15, 2016

What Hungry Investors Really Want from Their Financial Adviser

by Ron SurzJun 23, 2016

Your Daily Morning Checklist

The To Do list is great at telling you what you need to accomplish today, or what your priorities were yesterday.

by Stephen WershingJun 11, 2016

No more elevator pitches - start using a positioning statement

I suggest this because you may think an elevator pitch is something that a salesperson uses. Because you are uncomfortable selling your services.

by Stephen WershingJun 7, 2016

How SEBI is killing financial inclusion

Regulators are meant to sift through the bad apples and throw them out. Not destroy the industry.

by Vivek LawMay 30, 2016

4 important words that an IFA should use liberally

P V Subramanyam believes saying ‘I do not know’ to investor queries on markets, economy etc. is fine.

by P V SubramanyamMay 19, 2016

Good Communications: The “Undiscovered Country” of the Investment Profession

by Jason Voss, CFAMay 13, 2016

The triumph of selling over marketing

Relying on selling (and having a weak marketing plan) makes you work harder and exposes you to long-term risks that reduce the value of your business.

by Stephen WershingMay 13, 2016

Investment wisdom from Rajnikanth

Here are the top five investment lessons dished out by the man who knows it all, including what came first – the egg or the chicken.

by Noorain Mohammed NadimMay 9, 2016

The second step in your communication plan is training your staff

Sometimes, your staff can be even more effective at directly stimulating referrals then you.

by Stephen WershingMay 5, 2016

Will Smart Beta Be the Next Industry Disruption?

by Shreenivas Kunte, CFAApr 27, 2016

Provide proof to attract clients

Proof is a tricky thing in the financial advisory world. You cannot prove we will do a good job because we don’t actually know how things are going to work out.

by Stephen WershingApr 25, 2016

Unintended consequences of commission disclosure in a/c statement

Commission disclosure along with direct plans is a deadly combination.

by Amit TrivediApr 11, 2016

The 4 As contributing to the growth of the Indian mutual fund industry

Mutual fund industry in India is set to reach new heights in the coming years. Over the last decade, the total assets managed by mutual fund houses rose by 70%. Let's look at the major factors influencing this spurt of growth.

by Shynu George Mar 30, 2016

Meditation for investment professionals

Meditation provides unique benefits that directly address many of the obstacles we all face each day.

by Jason Voss, CFAMar 23, 2016

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