The Union budget 2021 has proved to be an innovative and game changer budget. The Hon’ble Finance Minister has tried to revive the economic sentiment by presenting a growth oriented budget which has laid emphasis on boosting investment both in public and private sectors. It was the first digital budget in the history of India.…
DetailsSuccessful Distributors know how they have to manage their time; they concentrate on client-related jobs such as bettering services and prospecting instead of everyday administrative activities. If you want to be an elite Distributor, you must learn to focus on what’s vital. Given below are some suggestions: 1. Pay attention to prospecting: The significance of…
DetailsMutual Fund distributors have many challenges that they face in their day-to-day professional lives. They must wear many hats as and when they deal and handle their client’s queries. Here are some of the challenges faced by distributors as their plan to grow their business and promote themselves. Handling Client expectations While managing client’s…
DetailsIn the present financial world, Clients have multiple options to choose their distributor to get their investments running. It is therefore very important that distributors try everything in their capacity to win clients and generate new businesses. That starts with listening more than talking, and obviously asking the right questions. Here are 4 important…
DetailsIt’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…
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