Tuesday, August 22, 2017

We address areas where Morningstar products can strengthen client relationships.

Join us in Navi Mumbai for a half day event

Alarge number of investors continue to get information on mutual funds through traditional sources.

'Investors rely on distributors due to service quality'

Davanagere based adviser Ramesh Hegde started from scratch after his automobile service station wound up.

How Ramesh Hegde built over Rs 100 crore MF assets

You can more easily help your clients understand the discrete steps in your onboarding process with a graphic.

Use a process graphic to help turn prospects into clients

Did you ever write a note to a client and get no response?

Writing e-mails your clients will actually read

71% of advisers say an adviser's failure to communicate frequently with clients is a major downfall, finds a Natixis survey.

Why do clients break up with their adviser?

Morningstar conducted focus groups with advisers to learn about the types of financial ill-health they encounter in their day-to-day practices.

Don't ignore the emotional aspects of clients' financial lives

Engagement is not just an issue of how you work with your clients. It is a reflection of how you work with your team.

Tips to maximize client engagement

Once your clients have identified their goals, advisers need to make sure that they remain realistic as finances, markets, and life stages change over time.

How to revisit and update client goals

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

Schedule of Events

Date Event Name Location Register
19/08/2017 Morningstar Adviser Forum 2017 Hyderabad Register
23/08/2017 Morningstar Adviser Forum 2017 Navi-Mumbai Register

Past Events

Date Event Name Location
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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