Category: Others

1 Step #1 – Calculate Your Net Worth PeopleImages.com / Getty Images The very first step in building a good estate plan is to determine your net worth. It’s relatively easy to make a quick calculation of your net worth… Read more

Budgeting lies at the foundation of every financial plan. It doesn’t matter if you’re living paycheck to paycheck or earning six-figures a year, you need to know where your money is going if you want to have a handle on… Read more

Every year, there are many retirees that are forced into an early retirement. In fact, according to the Employee Benefit Research Institute, almost half of retirees enter retirement earlier than they planned.  Of those early retirees, only a quarter of… Read more

A 2% increase in client retention has the same effect as decreasing costs by 10%. While most IFAs grow their business by acquiring new clients, retaining existing clients is also equally important to achieve sustainable growth in advisory business. In… Read more

5 tips for effective communication with clients Effective communication skills are critical for success for IFAs. Nishant Patnaik While communication skills are essential for success in all professions and walks of life, it can make a big difference to the… Read more

success mantras to grow your business1 Here are five success mantras of successful financial advisors. Banali Banerjee Let us face it. Working on your own, there is only so much you can do and hence you limit your growth. But… Read more

5 tips to grow your business Here are five tips to grow your business faster and stay ahead in the race. Banali Banerjee Adopt technology Financial advisors who have adopted technology are growing their practices at a faster rate. According… Read more

How to make effective client presentations Here are a few useful tips on how to make an effective presentation to acquire new clients. Ever stumbled while making an important presentation? Relax, you are not the only one! Sometimes, even experts… Read more

10 Tips to Find and Win the Best Clients As an entrepreneur or business owner, that planning should include methods to attract new clients. However, instead of just attracting any client for the sake of a sale, put your energy… Read more

10 Tips To Help You Build A Successful Small Business Brand A brand is the sum total of the experiences your customers and potential customers have with your company. A strong brand communicates what your company does, how it does… Read more