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Monthly Archives: May 2020

4 Reasons why every Financial Advisor should invest in Self Development

By adminClient Management Practice Management

“An investment in knowledge pays the best interest.” – Benjamin Franklin The famous saying of Mr. Franklin still holds true. Many advisors do not consider self development an essential part of growing their mutual fund business. The benefit of learning and knowledge compound over time as long as you keep learning. Here are 4 reasons…

May 29, 2020
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How can your Clients minimize their losses

By adminClient Management Mutual Funds Practice Management

Your clients will be aware of the power of SIP, compounding benefits, long-term investment returns and so on. Are they yet to see some gains in their portfolio? Or lost some during these times? Read on to know if they are making any of these mistakes: Investing in only one Fund house Your client’s decision…

May 28, 2020
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Things your clients should keep in mind if retiring during these crisis

By adminClient Management Mutual Funds Practice Management

Retiring during these tough times can be stressful. In times like these, distributors play an important part to provide assurance so that clients do not take any decision in panic. This may not be that bad, if your clients exercise their options diligently. Cash is the king: During trouble times like these, cash comes increasingly handy…

May 21, 2020
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Financial Advisors and Social Distancing

By adminDistributors OFA Practice Management

Being a Mutual Fund Distributor is a Face-to-Face business. Work-life consist luncheon with clients or prospects, handshakes and coffee meets, Because, this business is more of personal relationships compared to robo-advisors. But Social distancing is changing all that in a flash. We are undergoing a rapid cultural shift where social distance may very well be…

May 13, 2020
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