Adviser Talks
'I aim to buy my Rolls Royce before I turn 50'
SIP Champions
In association with ICICI Prudential, we chronicle the journey of Mumbai-based adviser Gajendra Kothari of Etica Wealth Management.
Practice Management
How to get a digital detox
Retail Practice
Anoop Nasa shares some useful tips for financial advisers to get a digital detox.
Body Language and Physical Fixes
Retail Practice
Financial advisers care about body language and so do clients and potential clients.
Proposition, Process, Proof
Retail Practice
Your process is the how. How you will deliver on your brand promise.
Testimonials
Performance
Behavioral Finance
5 issues firms can address to make investor impact
Retail Practice
Understanding investor behavior and helping investors succeed.
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