Why IFAs should read books? Suggested Books for IFAs

Have you always wanted a ready list of books to get started on to help you grow your business? Reading does to mind what exercise does to your body. Brijesh Dalmia shares his thoughts on being an effective reader and how it helps IFAs. Brijesh Dalmia has compiled a small list to get you started, do add your own choices in the comments.

Published on May 22, 2017 - Tags:

Direct Plans are Good for Intermediaries

Lot has been spoken about how the ‘direct plans’ are better for investors and a lot has been discussed how these plans will devour a flourishing industry (though a small one) of IFAs. If they are good for investors, how can they not be good for advisors? This small article will focus on that – How Direct Plans Are Good For The Intermediaries…At least in this battle between David (Direct) vs Goliath ( Regular) there in no one winner. Let’s read the perspective shared by Renu Maheshwari sharing her point of view in this article.

Published on May 15, 2017 - Tags: , , ,

9 Elements Of Your Online Presence!

We have numerous examples of people amongst us who have used social media effectively to reap rich dividends. It is also true that many of us shy away from using it consistently, putting it off to another day thereby missing a valuable opportunity. We asked Viral Bhatt who follows social media actively and has used it effectively to build brand recall (Followers on FB- 2183 & Twitter-742) to pen down what goes into the making of an effective strategy for Financial advisors.

Published on May 11, 2017 - Tags: ,

How I Grew My Sales By Over 100 Times By Asking Crazy Questions?

Have you ever asked yourself a crazy question? How did it feel? What happened to you when you asked yourself a crazy question? Did it make you think better? Did it exercise your mental muscles? Or did you stop because of people around you? Read on to know more, experience of Yogesh Chabria by asking craziest questions actually helped in increasing sales to unbelievable levels.

Published on May 02, 2017

Time to change our Informative Communications!

A lot of information comes to us on Social media, Whats app, Facebook etc. which we share with our clients too, Sometimes, we get half-truths or complete lies. Often, the sender of the information or even the originator of the same does not do so with mala fide intention. It is just that one has not spent enough time to thoroughly go through the same. Lets understand one such information shared in this rising market and demystified by Amit Trivedi.

Published on Apr 21, 2017 - Tags: , ,

Creating Content? Never Run Out of Ideas…

Who would dispute the reach and hence the importance of digital media has come up. We all are looking to write good content and curate relevant ones. How exactly does one go about doing this? This mind map by Yogin Sabnis will be a ready reckoner for all your content needs!

Published on Apr 10, 2017 - Tags: ,

Annual Health Retreat… Jindal is an option you will love!

Those of us who are in business/profession, April is a time when we look back to review previous year’s performance and set some goals for the upcoming year. For many in our industry – January, February & March also happens to be busiest period of the year. Before you once again start running and chasing your life and career goals, you might want to consider going for a good health retreat to reward yourself for all the hard work and re-energize yourself for the coming year. Last year, I tried the world famous Jindal Naturecure Institute in Bangalore. I liked it so much that I repeated it this year also. Read on to know more about my experience at Jindal Naturecure Institute in Bangalore.

Published on Apr 03, 2017 - Tags: ,

Humans are Pattern-Seeking Animals!

”To understand is to perceive patterns” – Isaiah Berlin

A very common trait in human behavior is we are addicted to analysis everything which results in an abandonment of common sense. Analyzing Human Behavior, instead of accepting it for what it is, often blurs our senses to the obvious and unquestionable facts which are staring us in the face. Read on to Amit Trivedi sharing his view on Patterns

Published on Mar 27, 2017 - Tags: , ,

Is Life only about being a Financial Advisor? Or is there more?

Is life only about being a financial planner, earning money, growing your business? Or is there more? Is true success only increasing sales and revenues? Or does life have a deeper meaning and purpose? True success is a life filled with happiness. Read on to know more about Yogesh Chabria Life Experience.

Published on Mar 20, 2017 - Tags: ,

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