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Guest Column

How to create an IFA Inc.?
Small and large IFAs must come together and corporatize themselves into a single, united business entity.
by Nilesh Shah Oct 3, 2016
Managing volatility will draw investors towards MFs
To increase investor confidence in MFs, we have to manage volatility. If we achieve this, there will be no reason for investors to stay away from MFs.
by S. K. Bagaria Sep 1, 2016
Soft Skills for Finance: Books That Inspire
by Heather Packard, CFA Aug 26, 2016
7 strategies for organizing effective investor awareness programs
Through IAPs, an adviser gets to address a group of investors.
by Sadique Neelgund, Founder & CEO, Network FP Aug 17, 2016
‘Do not fear direct plans or commissions disclosure’
Srikanth Matrubai of Sri Kavi Wealth, bestowed the Samman Award recently at the MFRT Conference, cites the interesting evolution of cab services to show how IFAs can tackle the competition from direct plans. Read on.
by Srikanth Matrubai, CEO, Sri Kavi Wealth Aug 11, 2016
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 WillEffect Jul 15, 2016
What Hungry Investors Really Want from Their Financial Adviser
by Ron Surz Jun 22, 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 Wershing Jun 10, 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 Wershing Jun 6, 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 Law May 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 Subramanyam May 19, 2016
Good Communications: The “Undiscovered Country” of the Investment Profession
by Jason Voss, CFA May 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 Wershing May 12, 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 Nadim May 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 Wershing May 5, 2016