How to Help Women Clients Manage their Investments

By adminPractice Management

Indian women no longer play the role of managing only their household. Today they are successful entrepreneurs and lead multi-national firms. Even though a booming career and a consistent flow of income are of utmost importance for females, majority of them are unable to handle their investments effectively. A large number of women delay retirement…

April 17, 2019

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The Right Way to Ask for Referrals – 4 Valuable Tips

By adminPractice Management

Referrals are crucial for financial advisors to increase their business. The value of a client acquired through recommendations is greater than a client obtained by any other way. Regardless of this, advisors feel uncomfortable asking for referrals. But, the fact is that if you know when to ask, many of your clients will happily refer…

April 17, 2019

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