02 Jan 2017

Build Relationships

Many IFAs constantly try to get in touch with clients with the sole objective of selling financial products. In every communication, there i ...

Read More
30 Dec 2016

Long Route is the Short Route

If you want to take the short cut, take the long route. Yes, that's the way you can cut the distance by half. A short cut is a myth. It ...

Read More
27 Dec 2016

Super IFAs

Super IFAs of today were not made in a day. They also faced challenges along the way. Regulations, market crashes, redemptions and what not. ...

Read More
23 Dec 2016

How to become productive

Many IFAs work very hard. They work day and night. Still, they struggle to grow. It is because they are not productive in their work. They g ...

Read More
19 Dec 2016

The biggest compounding factor in business

All of us know the magic of compounding in investments. However, the biggest compounding in our profession is 'compounding of client&#39 ...

Read More
12 Dec 2016

Clients want safety, IFAs sell risk

Most clients are conservative. They don't want to take risks. They are alright with reasonable returns. However, IFAs generally try to s ...

Read More
06 Dec 2016

Ask for reference

Reference is the most powerful tool in sales. Never end a meeting without asking one. You should keep a record of total clients and clients ...

Read More
01 Dec 2016

Advisory will make you wealthy

Selling can make you rich. Advisory will make you wealthy. Selling is easy and you can become rich too. However, if you want to take your bu ...

Read More
18 Nov 2016

Follow processes, not markets

Where are markets headed? Never ask anyone this question. Because nobody knows. If anyone answers, he is simply guessing. Period. Listen to ...

Read More
07 Nov 2016

Trust and competency wins

Let me be clear and straight. If money plays a vital role in your relationship with clients, it won't last long. If clients judge your a ...

Read More
02 Nov 2016

The power of time

The only way to beat the market is to have sufficient time. Time can even correct bad decisions. If you want to expose clients to equity-ori ...

Read More
24 Oct 2016

Respect Clients

Respect clients or leave them. Never bad-mouth your client. If a client is not understanding it is your job to educate him. If you are ...

Read More
19 Oct 2016

Disruption will keep on happening

Disruption is happening in the investment advisory marketplace in India. Regulation is tightening the grip. Competition is emerging fast. Di ...

Read More
07 Oct 2016

Adapt to changes

The world is changing. Businesses are changing. Some are changing by choice. Some are being forced to change. Whatever the case be, change i ...

Read More
05 Oct 2016

Build Integrity

Build your practice on integrity, not sales. Sales never last. Integrity does. Client's interest should be protected first before t ...

Read More
03 Oct 2016

Think long term

Twenty years ago, I never thought that the financial industry would shape something like this. If I would have known, I would have thought I ...

Read More
23 Sep 2016

Use knowledge, not gut feeling

Nothing beats knowledge. Advisory should be based on competence, not gut feeling. IFAs must remember that clients trust them with their hard ...

Read More
16 Sep 2016

Reduce risk on client's portfolio

Reduce the overall risk on the client's portfolio. They talk returns but they want safety first. Rather than equity heavy portfolio, con ...

Read More
09 Sep 2016

SIP is like a tortoise

In the race between the tortoise and rabbit, tortoise wins. SIP is like the tortoise. It starts slow but it never stops. Initially, you may ...

Read More
23 Aug 2016

Meet top IFAs

The easiest way to become a top IFA is to be in the company of other top IFAs. Sure, you are different and your strategies, client profile, ...

Read More
18 Aug 2016

Do you have confidence in the industry?

I meet thousands of IFAs across the country. Some of them are highly successful while others are struggling. If I were to identify one key e ...

Read More