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Buy and hold remains the most profitable virtue of investing. Yet, most financial advisors try to play an active role in managing their clie ...
The investment you make will grow with time. Your SIPs will give you fantastic returns. However, your investment could be money spent on lea ...
Many IFAs constantly try to get in touch with clients with the sole objective of selling financial products. In every communication, there i ...
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 ...
Super IFAs of today were not made in a day. They also faced challenges along the way. Regulations, market crashes, redemptions and what not. ...
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 ...
All of us know the magic of compounding in investments. However, the biggest compounding in our profession is 'compounding of client' ...
Most clients are conservative. They don't want to take risks. They are alright with reasonable returns. However, IFAs generally try to s ...
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 ...
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 ...
Where are markets headed? Never ask anyone this question. Because nobody knows. If anyone answers, he is simply guessing. Period. Listen to ...
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 ...
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 ...
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 ...
Disruption is happening in the investment advisory marketplace in India. Regulation is tightening the grip. Competition is emerging fast. Di ...
The world is changing. Businesses are changing. Some are changing by choice. Some are being forced to change. Whatever the case be, change i ...
Build your practice on integrity, not sales. Sales never last. Integrity does. Client's interest should be protected first before t ...
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 ...
Nothing beats knowledge. Advisory should be based on competence, not gut feeling. IFAs must remember that clients trust them with their hard ...
Reduce the overall risk on the client's portfolio. They talk returns but they want safety first. Rather than equity heavy portfolio, con ...
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 ...
