Money spent on learning multiplies most

The investment you make will grow with time. Your SIPs will give you fantastic returns. However, your investment could be money spent on lea ...

09 Jan 2017
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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 ...

02 Jan 2017
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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 ...

30 Dec 2016
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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. ...

27 Dec 2016
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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 ...

23 Dec 2016
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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 ...

19 Dec 2016
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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 ...

12 Dec 2016
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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 ...

06 Dec 2016
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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 ...

01 Dec 2016
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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 ...

18 Nov 2016
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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 ...

07 Nov 2016
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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 ...

02 Nov 2016
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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 ...

24 Oct 2016
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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 ...

19 Oct 2016
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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 ...

07 Oct 2016
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Build Integrity

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

05 Oct 2016
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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 ...

03 Oct 2016
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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 ...

23 Sep 2016
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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 ...

16 Sep 2016
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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 ...

09 Sep 2016
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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, ...

23 Aug 2016
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