Successful 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…
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…
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…
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…
DetailsRetiring 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…
DetailsThings Veteran Advisors Wish They Knew When They First Started Out. Valuable things shared by veteran Advisors for young and aspiring advisors: 1. “I should have focused on a niche sooner.” Many advisors say they wish they had focused their practice on a single niche or concept much earlier in their careers. There are a…
DetailsPresently, the topic that is dominating every conversation today is Coronavirus and its impact on one’s health, the stock markets and wealth. Like every other time, i.e. whenever reports of any pandemic outbreak came into light, the impact is high across the financial markets, with major world indices witnessing sharp corrections in the last few…
DetailsSelecting a financial expert is a huge decision for any prospect. To determine whether you are the ideal advisor for them, they will certainly have some questions in mind before they give you the nod. Listed below are the top 3 questions you are likely to be asked: 1. Why should I choose you as…
DetailsAs per a recent report by Deloitte India, millennials are the main breadwinners in India with approximately 47% share in the working age population. Falling in the age group of 18-35 years, millennials are the biggest demographic class in India and have high amounts of disposable income. Tapping this segment can help advisors to grow…
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