How to deal with women clients effectively

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…

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How to determine tax saving investments for clients in different life stages

Tax incentives are provided by the government to individuals who invest in instruments for the long-term. Being a financial advisor, you must select the correct tax-saving option for your clients, keeping in mind whether they have just started their career, are in their 40s or retired. Here are some tips for tax planning as per…

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How can your clients make the most of their emergency corpus

With inflation touching all-time highs and unforeseen costs, such as those arising due to health problems, your clients will certainly know the importance of having an emergency fund which helps them manage these expenses better without affecting their savings. It acts like a safeguard against various risks to income. In order to make sure that…

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3 objectives advisors can only accomplish with excellent communication skills

Every financial advisor knows the significance of great communication skills to boost their business and convert prospects into long-term clients. Mentioned below are 3 vital goals that can be achieved only with the help of strong communication skills 1. Get a complete picture of prospect’s objectives Financial advisors will be able to obtain a comprehensive view…

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