Habits of successful financial advisors

Most financial advisors and mutual fund distributors recommend their clients to start investing once they identify their life’s goals. Why should it be any different for the financial advisors?...

Read my article entitled "Habits of successful financial advisors" on www.cafemutual.com 

Riding The Roller Coaster recommended by Brijesh Dalmia

A leading financial planner, a mutual fund trainer, a leadership trainer, and a leader himself Brijesh Dalmia recommends “Riding The Roller Coaster – Lessons from financial market cycles we repeatedly forget”. The book features in the list of suggested reading for IFAs.

Thank you Brijesh!

You can read the article here.

#RidingTheRollerCoaster

The rise of the machines ...

An IFA can handle the client’s emotions, hold hands and give assurances or remind them about the inherent risks. Click on the link here  to read further