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Monthly Archives: February 2020

4 Damaging Errors that can Lose you Clients

By adminClient Management Practice Management

If a financial consultant wants to retain his clients, he has to work sincerely to maintain the trust and strengthen the relationship in the long term. Never commit any of these mistakes, or you could end up being replaced: 1. Not offering top-class service The key factor that makes a financial consultant stand out from…

February 27, 2020
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3 Tips to Convert New Clients into Loyal Clients

By adminClient Management Distributors Practice Management

It is not easy to get referrals, and it is certainly tougher to convert a prospect into a client. Once the client comes on board, financial advisors must make an effort to turn them into loyal clients. Here are some useful tips to develop a trustworthy relationship between advisors and new clients: 1. Offer a…

February 20, 2020
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Should your clients continue with ELSS after the new tax system?

By adminClient Management Distributors Financial Planning OFA

Mutual fund investors prefer ELSS (Equity Linked Saving Schemes) since it is an ideal tax-saving product. Individuals who invest in ELSS can claim deduction of up to Rs 1.5 lakh in a financial year under Section 80C. In Budget 2020, the Finance Minister proposed a new tax system which makes it voluntary for taxpayers to…

February 19, 2020
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3 Questions Prospects Might Ask You in the First Meeting

By adminClient Management Distributors Mutual Funds OFA Practice Management

Selecting a financial expert is a huge decision for any prospect. To determine whether you are the ideal advisor for them, they will certainly have some questions in mind before they give you the nod. Listed below are the top 3 questions you are likely to be asked: 1. Why should I choose you as…

February 13, 2020
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3 latest income tax rules announced in Budget 2020 your clients should know

By adminFinancial Markets Practice Management

In the much awaited Budget 2020 which was presented last week, Finance Minister Nirmala Sitharaman stated certain new income tax guidelines including change in tax slabs for individuals earning up to Rs 15 lakh each year. Financial advisors must explain these latest rules to their clients which will be effective from FY 2020-21. The new…

February 5, 2020
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