Friday, July 3, 2020

Rajesh Sodhani shares actionable insights on team engagement which he has implemented in his practice.

How to engage with your team

Rajesh Sodhani shares some useful tips for IFAs on the importance of having a team.

How to build and retain a great team

Read on to find out from Abhimanyu Sharma on what it takes to build a practice catering to HNIs.

How this adviser wins the trust of high net worth clients

Focus on research driven advice, build your brand and be in touch with clients.

Build a robust practice post this pandemic

During these times, it is important for advisers to be in touch with clients and communicate proactively.

5 tips to communicate effectively with clients

Getting to know your client in advance helps in fostering a long-term relationship.

Questions you should ask prospects

Around 87% of investors with an adviser say that they have a fair opportunity to profit by investing, finds a CFA study.

Retail investors trust humans more than robos

Viral Bhatt of Money Mantra shares some useful tools for advisers to help manage their day-to-day work smoothly.

6 tools to improve your productivity

How best to bill advisory clients has been, and continues to be, a controversial topic-for good reason.

What fee model should advisers adopt

Create valuable content specific to what is happening now.

Times are different - do you need to pivot your message?

Referrals remain the easiest way of acquiring clients for many advisers.

The most effective marketing tool for advisers

A look at the flows in various categories of funds year-to-date as on April 2020.

India domestic fund flows 2020

Rajasthan-based adviser Rajesh Sodhani shares his success mantra.

How Rajesh Sodhani built Rs 140 crore MF assets in 6 years

A team can help you focus your energy in building your business.

How advisers gain by having a team

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Schedule of Events/Webinars

Date Event Name Location Register
07/07/2020 Webinar on Fears of a Second Downturn-Latest Developments with Daniel Needham, President and Global Chief Investment Officer, Morningstar Investment Management Online at 5:30 p.m. Register

Past Events

Date Event Name Location
03/07/2020 Webinar on Fixed Income Investing – Challenges and Opportunities with Suyash Choudhary, Head - Fixed Income at IDFC Mutual Fund Online
25/06/2020 What will it take to kickstart the Indian economy? Find out in this interactive webinar Online
09/06/2020 Investing is 'Simple But Not Easy': A walk-through of behavioral toolkit for advisors (Part 2) Online
22/05/2020 Investing is 'Simple But Not Easy': A walk-through of behavioral toolkit for advisors Online
20/05/2020 Understanding Equity Investment Frameworks and Market Outlook Online
08/05/2020 Markets Observer - April 2020 and Managed Portfolios Positioning Online
30/04/2020 Webinar : Evaluating Funds Through Morningstar's Qualitative Lens Online
17/04/2020 Webinar : Lowering Risk Through ESG Indexing Online
13/04/2020 Webinar : Staying the course versus Timing the market Online
09/04/2020 Webinar: Investing in Turbulent Times - Building a Resilient Portfolio Online
03/04/2020 Webinar: Deciphering Fund Manager Styles Online
26/03/2020 Rewarding Excellence in Fund Management Online
25/02/2020 Morningstar Adviser Forum 2020 Surat
19/02/2020 Morningstar Adviser Forum 2020 Bangalore
16/01/2020 Morningstar Adviser Forum 2020 Mumbai
17/12/2019 Morningstar Adviser Forum 2019 Chennai
26/11/2019 Morningstar Adviser Forum 2019 Pune
01/08/2019 Morningstar Adviser Forum 2019 Hyderabad
04/07/2019 Morningstar Adviser Forum 2019 Ahmedabad
03/07/2019 Morningstar Adviser Forum 2019 Vadodara
13/06/2019 Morningstar Adviser Forum 2019 Jaipur
30/05/2019 Morningstar Adviser Forum 2019 Mumbai
16/05/2019 Morningstar Adviser Forum 2019 Bangalore
26/04/2019 Morningstar Adviser Forum 2019 Delhi
05/02/2019 Morningstar Adviser Forum 2019 Cochin
30/01/2019 Morningstar Adviser Forum 2019 Rajkot
19/12/2018 Morningstar Adviser Forum 2018 Varanasi
27/11/2018 Morningstar Adviser Forum 2018 Coimbatore
10/07/2018 Morningstar Adviser Forum 2018 Kolkata
27/06/2018 Morningstar Adviser Forum 2018 Chennai
06/06/2018 Morningstar Adviser Forum 2018 Mumbai
24/05/2018 Morningstar Adviser Forum 2018 Jaipur
01/05/2018 Morningstar Adviser Forum 2018 Bangalore
10/04/2018 Morningstar Adviser Forum 2018 Delhi
20/03/2018 Morningstar Adviser Forum 2018 Pune
23/02/2018 Morningstar Adviser Forum 2018 Nashik
28/11/2017 Morningstar Adviser Forum 2017 Ahmedabad
17/11/2017 Morningstar Adviser Forum 2017 Surat
16/11/2017 Morningstar Adviser Forum 2017 Vadodara
23/08/2017 Morningstar Adviser Forum 2017 Navi-Mumbai
19/08/2017 Morningstar Adviser Forum 2017 Hyderabad
19/07/2017 Morningstar Adviser Forum 2017 Bhopal
18/07/2017 Morningstar Adviser Forum 2017 Indore
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

Adviser Newsletter Archive

Advisers are not facing competition from robos

03/02/2020

6 top traits of successful financial advisers

08/01/2020

Equity flows drop 78% in November 2019

24/12/2019

3 IIT batchmates who disrupted the Indian MF distribution

18/12/2019

India will have 1,186 millionaires by 2024

04/12/2019

Knowledgeable investors trust advisers the most

28/11/2019

Adviser Survey: What clients value from their adviser

28/08/2019

What advisers like about Morningstar Investment Conference

21/08/2019

Share your success mantra with Morningstar

31/07/2019

Credit risk funds continue to see outflows in May

17/06/2019

Will ESG find acceptance among Indian investors?

29/05/2019

SEBI floats consultation paper on SRO for distributors and RIAs

09/04/2019

Morningstar India launches Discretionary Managed Portfolios

15/04/2019

Blogging is a great way to acquire clients

06/03/2019

Women should take charge of their finances

20/03/2019

I want IFAs to get a positive energy when they meet me

10/10/2018

I aim to buy my Rolls Royce before I turn 50

27/09/2018

My business grew after SEBI came up with direct plans

12/09/2018

How advisers can use Google Analytics

24/08/2018

The uncomfortable truth about success

14/08/2018

What your clients told me about your website

25/07/2018

Why stock brokers should get into mutual fund advisory

18/07/2018

11 tips to master LinkedIn

04/07/2018

Now, execute transactions through Morningstar Advisor Workstation

25/04/2018

21 must-have tools for IFAs to boost productivity

04/04/2018

Advisers wear the coaching hat

21/03/2018

How advisers should deal with media

14/03/2018

How to deal with sudden money

07/03/2018

Why should financial advisers care about our body language?

21/02/2018

Does removal of additional commission impact IFAs?

06/02/2018

Fintech: revolutionizing wealth management

09/01/2018

New distributors flocking to mutual funds

22/08/2017

Why do clients break up with their adviser?

22/08/2017

6 steps to create a better strategic plan

01/08/2017

What benchmarks do you use for success?

03/07/2017

Love for numbers

19/06/2017

College dropout Shailesh strikes gold in MF advisory

06/06/2017

Turning adversity into success

10/05/2017

Understanding client anxiety during market swings

25/04/2017

Why Vivek is moving to fee-only advisory

22/05/2017

How advisers Vinod & Rajesh built 600 crore AUM in MFs

22/02/2017

Skeptics had written us off, today we advise Rs 10,000 crore AUA

07/03/2017

How WhatsApp is helping advisers bond

20/03/2017

4 success mantras from Nilesh Shah of Kotak MF for advisers

10/04/2017

Do an Instant X-Ray of your holdings new

Compare performance of your Mutual Funds new

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