04 Aug 2016

Keep Going

Keep your focus intact. Keep your head down. Keep your discipline running. Keep selling SIPs. Keep servicing clients. Keep understanding the ...

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01 Aug 2016

Be passive

Passive approach wins. Not only passive investors make money when it comes to advisors; those who apply a long term approach in their adviso ...

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15 Jun 2016

Focus on Asset Allocation

Many IFAs go extra bullish on equity funds because they think equity as an asset class outperforms other investments over long periods. They ...

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18 Apr 2016

Clients are like SIPs

Clients are like SIP. With time they grow. SIPs don't give instant rewards. They take years and decades to create wealth. Similarly, cli ...

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08 Apr 2016

Make loyal clients

A lot of IFAs feel happy that they have hundreds and thousands of customers. However, they don't have a large business. This is because ...

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25 Mar 2016

Mis-sell

There is a lot of talk about IFAs mis-selling to clients. Then there are regulations which assume clients to know everything and allows them ...

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15 Mar 2016

Ignore the noise

There is so much noise around. About regulations, market movements, performance, research, client behavior, etc. Average IFAs participate in ...

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29 May 2017

Manage Clients

Essentially, IFAs need to manage clients more than their investments. Volatility is part of this business and clients are generally not comf ...

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