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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, ...
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 ...
Keep your focus intact. Keep your head down. Keep your discipline running. Keep selling SIPs. Keep servicing clients. Keep understanding the ...
Passive approach wins. Not only passive investors make money when it comes to advisors; those who apply a long term approach in their adviso ...
Many IFAs go extra bullish on equity funds because they think equity as an asset class outperforms other investments over long periods. They ...
Clients are like SIP. With time they grow. SIPs don't give instant rewards. They take years and decades to create wealth. Similarly, cli ...
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 ...
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 ...
There is so much noise around. About regulations, market movements, performance, research, client behavior, etc. Average IFAs participate in ...
Essentially, IFAs need to manage clients more than their investments. Volatility is part of this business and clients are generally not comf ...
