Financial planning for clients who are self-employed

Globally, India has the second largest number of freelance workers after the United States with more than 15 million individuals working on their own in diverse sectors. However, people who are self-employed are not entitled to employee benefits like the salaried workforce. Hence, financial advisors who have self-employed clients must take the following steps to…

Details

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…

Details