Sunday, May 27, 2018

These groups on Telegram are helping advisers learn, network and bond.

Need instant help? Join these adviser groups on Telegram

Women tend to be more interested in learning about financial matters by reading or listening to real stories from real people.

Daughters are the rising wealth influencers

Awesome is a destination that starts with small things practiced regularly.

You can't choose awesome

Sharad Singh of Invezta.com talks about how his robo advisory platform is popularising direct plans.

Competition in robo advisory will expand the market

Avdhesh Garg manages assets worth Rs 85 crore in mutual funds in Kota, Rajasthan.

He is the largest IFA in Kota

Distributors can register multiple SIPs with a single e-mandate across 40 banks.

Register paperless SIP for clients in 7 days

This is one of many simple ideas that you can put into practice to surprise.

A simple client communication with a massive impact

Viksit Rohatgi manages assets worth Rs 200 crore in mutual funds.

From cricket to mutual funds

Over time, the client forgets how significant the planning was.

How clients forget your value proposition

Teaching is about knowledge transfer, while coaching is about action and skills.

Stop teaching, start coaching

Morningstar Advisor Workstation subscribers can now execute transactions through BSE StAR MF platform.

Now, execute transactions through Morningstar Advisor Workstation

Your clients will refer to help their friends. You just need to help them spot the opportunity.

The real reason why clients don't refer

The top reasons why high net worth individuals hire and fire advisers.

Why HNIs hire and fire advisers

Anoop Nasa of myfinkart on the most useful tools for advisers to increase productivity and engage with prospects.

21 must-have tools for IFAs to boost productivity

Schedule of Events

Date Event Name Location Register
06/06/2018 Morningstar Adviser Forum 2018 Mumbai Register

Past Events

Date Event Name Location
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

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