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Monthly Archives: March 2020

Communicate to your clients to stay calm in these volatile markets

By adminClient Management Practice Management

Investors must not get frightened and cash in their investments in a hurry in the present market scenario, since it will convert their speculative losses into real ones. This is the message mutual fund distributors should communicate to their long-term clients. Tell them that their funds are in expert hands and they should not take…

March 31, 2020
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5 tasks your clients must finish before 31st March 2020

By adminClient Management Financial Markets Practice Management

There are some vital financial tasks which your clients must complete before March ends. Given below are the top 5 important things which must be finished before 31st March, 2020: 1. Compute earnings for the year: Many clients are unable to calculate their total income for the year correctly. Financial advisors can guide them by asking…

March 20, 2020
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How to deal with women clients effectively

By adminDistributors Financial Planning Practice Management

Numerous articles are published on International Women’s Day talking about how women have been successful in every sphere of life whether it is education, sports, employment etc. However, when it comes to wealth management, women are still not completely involved in money decisions. Moreover, many women find it difficult to communicate with financial experts in…

March 17, 2020
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How Mutual Fund Distributors are using Technology to offer enhanced Client Experience

By adminDistributors OFA Practice Management

Technology has largely changed the way people manage their money. They can view all their investments on their phone or start a SIP plan in few seconds. Mutual fund distributors have realized the importance of technology and its role in enhancing client experience. Here are some ways they have adopted to complement their services  …

March 12, 2020
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