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With a telephone based model, this IFA and his 30 member team has AUM in excess of 600 crores and about 30,000 customers
This firm has crossed over 1000 crore in AUM entirely in retail serving over 30,000 clients. How did they do it?
Even a single advisor can reach heights of 700 crores AUM and 1000 families
Practical insights from experience on what strategies work well for customer acquisition
With AUM of 1200 crores and serving 4000 families, how did this firm achieve success?
Running on a single advisor model with an innovative support model, this IFA serves over 300 families with AuM in excess of 280 crores
What can IFAs do to grow and optimize their business?
With assets under advice of over 400 crores and serving 30 families, this IFA shares his insights from the HNI space.
With AUM of over 1000 crores and serving 250 families, this IFA shares his insights.
You can get loans for every financial goal other than retirement - shouldn't retirement planning therefore be a financial advisor's key focus area?
Advisors need to understand the distribution phase of their investors' lives - with as much insight as they currently have on the accumulation phase
Taking formal feedback from your clients at least once a year can be a huge business builder - find out how