It’s been over 8 months of lockdown and still the future looks uncertain. With the upcoming festive swing, Markets volatility and pandemic. This means that things are still at risk anyway. As a financial distributor, we have to help our clients understand that risk, and help them manage their money so they can accomplish their…
DetailsIts going to be a while before any one of us can get back to our routine. Most of the distributors would have to wait till they start meeting their clients face-to-face. Something which we all were doing for generations. But, people still have financial needs, they are still looking out for investments and looking…
DetailsFor many financial advisors and Mutual Fund Distributors, Marketing is a tough job, as primarily you are focused on client relationships and portfolio management. However, having a well-planned marketing strategy in place will take your practice a long way Listed below are few ways to get your practice improved: 1. Get a PLAN in place…
DetailsThere is a new normal of how we do business – Whether that be entirely from you home or from a secluded, socially distanced workspace. Obviously, understanding the market and the technical skills required to service your clients are important. But soft skills and how to communicate with clients during these difficult times have become…
DetailsAll of us are affected by Corona-virus and the shutdowns. Wearing mask and following social distancing will be with us for a very long time. Which means financial advisors have to change the way they communicate and market themselves. So what’s the best path forward? Keep your Clients informed always Ensure to communicate with your…
DetailsEvery advisor gets just a few great career-building opportunities when they can really establish themselves as experts, build long-term credibility, and differentiate themselves from the competition – most of whom are hiding from their clients because they don’t know how to guide them through the bear market. What do the real experts do when their…
DetailsAccording to the International Monetary Fund, India’s growth estimate for FY21 is 1.9 per cent from earlier predicted 5.8 per cent. The market uncertainties resulted due to COVID-19 has brought about tremendous challenge for both the financial products and investors. While investors are loosing their confidence in investments products, at the same time financial institutions are…
DetailsEven as the world is crawling back to normal life, few positive aspects can be seen which we have learned from this pandemic. As everyone is adjusting their life to the new normal life post-lockdown. List below are certain key elements which distributors can start with in engaging with their clients. Rebuilding emergency corpus The…
Details“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…
DetailsYour 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…
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