Saturday, April 29, 2017

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

Morningstar India held this year's third Adviser Forum in Delhi on April 18.

Over 140 advisers attend Morningstar Adviser Forum in Delhi

Steve Wendel, Head of behavioral sciences at Morningstar U.S. on how advisers can help clients overcome their biases while investing.

Understanding client anxiety during market swings

Karishma Choksi, founder and director of CCC WillEffect on why executorship is an invaluable service which IFAs can offer to clients.

Executorship, will you or won't you?

Here's why distributors are going digital and how it is benefitting them.

To scale up, advisers flocking to stock exchange platforms

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

Fidelity study finds that advisers who actively used technology more than their peers had almost 40% more AUM than those who didn't.

8 steps toward a tech-savvy practice

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

Amit Trivedi of Karmayog Knowledge Academy on why the great Indian securities scam resulted in a better and safer market for the investors.

Are all crashes bad?

Harsha K, Head - Digital Platforms at Axis AMC, believes that robo-advisers and IFAs can co-exist.

Digital Platforms: The road ahead

Read on to find out how Vinod Jain and Rajesh Jha built 600 crore AUM in mutual funds.

The SIP champions

Unlike a robo-adviser, an adviser is flesh and blood and can empathize and advise, says Raef Lee, managing director of SEI Advisor Network.

'Adviser-client relationship keeps advisers ahead of the robos'

Education seems to be the new mantra to acquire clients.

How investor awareness programmes are helping advisers acquire clients

Creating trust based on personalized information can be a real differentiator in this market.

How wealth managers are winning business with the ultra-wealthy

Nilesh Shah, MD, Kotak MF shares four success mantras for advisers to grow their business.

Investor centricity is the key to success

Always wanted to establish a retail business? Here are eight ways to lay the foundation for building a robust retail practice.

8 tips to build a retail practice

Suresh Sadagopan of Ladder7 Financial Advisories on why the financial services industry needs to act more ethically.

The elusive quality that brings the world to their feet

Shyam Sunder of PeakAlpha Investment Services on why advisers should institutionalize their practice.

Benefits of institutionalizing your practice

Here's how WhatsApp is bringing advisers closer, letting them share ideas and get inspired by each other.

How WhatsApp is helping advisers bond

Schedule of Events

Date Event Name Location Register
18/04/2017 Morningstar Adviser Forum 2017 Delhi Register
27/04/2017 Morningstar Adviser Forum 2017 Pune Register

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