Thursday, June 29, 2017

Without asking what went wrong and how that affected the outcome, we miss the opportunity to systematically get better.

Convert experiences to learning with a debriefing process

MF distributors can only describe product features without offering any investment advice.

SEBI proposes new norms for MF distributors

The biggest opportunity to get useful feedback is early on when an initiative or a campaign is still just an idea.

Involve clients in a decision and get the most referrals

Karvy data shows that IFAs have the highest value of investors who have redeemed only after a 5 year holding period.

Only 9% of advised investors redeemed during volatile times

Nimish took a circuitous route to wealth management. He caters to 20 high net worth families advising Rs 225 crore assets in MFs.

Love for numbers

Interruptions are especially costly during your most valuable activities. Take these steps to limit the negative impact.

4 ways to deal with interruptions

Morningstar has launched Adviser Workstation, a powerful tool which helps advisers make a case for investing in mutual funds.

A powerful tool to build your business

Having a written plan of action is like creating a contract with yourself to focus on high-value activities each day.

How a daily plan of action can help you grow your business

What matters is that you exceeded the client's expectations, not your expectations of what the client wants.

A "wow" experience is not enough

An increasing number of advisers are beginning to charge fee even if it means parting ways with clients who want a free lunch.

Advisers bite the bullet on fees

Pune based advisers Shailesh and Khetani build 120 crore MF AUA after winding up their equity sub-broking business post the 2008 financial crisis.

College dropout Shailesh strikes gold in MF advisory

How you did things before won't be the way you do them in the future.

How to improve your productivity in one hour a week

Advisers are realizing the need to adapt and evolve which is helping them be on top of their game.

The new age adviser

Stephen Wershing of The Client Driven Practice on what to tell prospects when they ask you what you do.

Tell people how they are better off because of you

From Rs 1,700 monthly salary, Sachin Kharate's earnings have grown to Rs 25 lakh annually after taking up MF distribution.

Turning adversity into success

Suresh Sadagopan of Ladder 7 Financial Advisories on how to help clients overcome the endowment effect.

The Bamandayapada Syndrome

Stephen Wershing of The Client Driven Practice on the art of storytelling.

Tell stories your clients can tell their friends

From social media to postcards, advisers are adopting novel ways to stay in touch with existing clients and find new prospects.

How advisers are connecting with clients

Sarah Newcomb, Behavioral Economist at Morningstar U.S. on how advisers can help clients get a fresh financial start.

How to help clients break old habits

Advisers are writing books on a wide range of topics which is helping them build credibility among prospects and inspiring people to start saving.

Advisers catch the writing bug

Education seems to be the new mantra to acquire clients.

How investor awareness programmes are helping advisers acquire clients

Schedule of Events

Date Event Name Location Register
No upcoming events.

Past Events

Date Event Name Location
20/06/2017 Morningstar Adviser Forum 2017 Mumbai
12/06/2017 Morningstar Adviser Forum 2017 Nagpur
24/05/2017 Morningstar Adviser Forum 2017 Chennai
23/05/2017 Morningstar Adviser Forum 2017 Bangalore
27/04/2017 Morningstar Adviser Forum 2017 Pune
18/04/2017 Morningstar Adviser Forum 2017 Delhi
22/03/2017 Morningstar Adviser Forum 2017 Lucknow
21/03/2017 Morningstar Adviser Forum 2017 Kanpur
15/02/2017 Morningstar Adviser Forum 2017 Chandigarh
18/01/2017 Morningstar Adviser Forum 2017 Jaipur
14/12/2016 Morningstar Adviser Forum 2016 Kolkata
08/12/2016 Morningstar Adviser Forum 2016 Ahmedabad
07/12/2016 Morningstar Adviser Forum 2016 Surat
24/11/2016 Morningstar Adviser Forum 2016 Nashik
31/08/2016 Morningstar Adviser Forum 2016 Hyderabad
30/08/2016 Morningstar Adviser Forum 2016 Bangalore
23/08/2016 Morningstar Adviser Forum 2016 Goa
11/08/2016 Morningstar Adviser Forum 2016 Mumbai
05/07/2016 Morningstar Adviser Forum 2016 Chennai
09/06/2016 Morningstar Adviser Forum 2016 Vadodara
11/05/2016 Morningstar Adviser Forum 2016 Pune
26/04/2016 Morningstar Adviser Forum 2016 Delhi

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