John Jacob Astor, a famous American businessman, trader and investor once said, “Wealth is largely the result of habit.” If you save and invest your money wisely, even demonetisation cannot affect your money or prevent you from earning profits. Here… Read more
Category: Others
4 LinkedIn Tips for Financial Advisors
Here are my tips for financial advisors who are looking to improve their LinkedIn presence: 1. Change your LinkedIn headline. Marketing should always be about how you can serve your prospects. People don’t care about what you do; they only care about… Read more
Rating symbol and definitions for long term debt instrument
SEBI observed that the credit rating agencies registered with it use different rating symbol and definitions.so there was a need to be common rating symbols and definitions for easy understanding of the rating symbols and their meanings by the investors… Read more
Importance of capital market
Various significance of capital market are discussed below: 1. Link between Savers and Investors: The capital market functions as a link between savers and investors. It plays an important role in mobilising the savings and diverting them in productive investment…. Read more
‘Endowment plans are not bad’
lot is heard and read about surrender of endowment plans in the media. No doubt term cover is one of the cheapest ways to protect the family for income replacement, but that is not the only thing that protects the… Read more
Advantages of foreign direct investment
1. Economic Development Stimulation. Foreign direct investment can stimulate the target country’s economic development, creating a more conducive environment for you as the investor and benefits for the local industry. 2. Easy International Trade. Commonly, a country has its own… Read more
Think beyond referrals
No matter how big or small your business is advisors are always on a lookout for more clients. While many advisors depend on referrals for business expansion, a few have found new avenues to promote themselves as financial advisors. The… Read more
How I use WhatsApp as a marketing tool
Marketing via WhatsApp can be an effective way to connect with your prospective clients and promote your business. WhatsApp has some unique features, which makes it an ideal for marketing tool for advisory business. You can grab instant attention You… Read more
Common mistakes advisors make with clients
we all make mistakes. It’s human nature. But there are some mistakes that financial advisors can easily avoid making. Doing so will help to improve and increase the size of their business. Reputation is a key in the financial advisory business,… Read more
How to be a referral magnet in the advisory business
The role of a client advisory board Identify your highest value: The key role of a client advisory board is to identify the value proposition given by the advisory that attracts clients. “This is perhaps your greatest opportunity to discover… Read more