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How You Can Generate Leads as a Financial Advisor?

Are you looking to generate more leads as a financial advisor? If you are, then you have come to the right place. The financial advisory business is on its way to a boom, with around 10,000 baby boomers looking to retire daily for the next 15 years.  So, whether you

How Liquidity can help in Succession Planning for Family businesses?

Most families face the problem of successful succession planning for family businesses when they finally come at crossroads with the future. Family-run businesses are built with a lot of time and energy, which means that entrepreneurs are likely to want to preserve it for their next generation.  However, according to

4 Steps to Analyze a prospective HNW Clients Portfolio

Imagine this: After you have completed a productive meeting with your HNW clients, s/he hands you over their investment portfolio to get a quick analysis of what you think. This is crucial because your research will play a big part in convincing them to hire you as their new financial

Why are more Middle East Family Offices focusing on transition?

Family offices are currently driving a substantial portion of economic growth in the Middle East. These specialist teams manage the wealthiest families globally and have made their mark over the last 20 years.  However, unlike blue-chip investment firms, family offices in the Middle East stay away from media attention. This

10 Types of Investors that Seek Investment Advice

10 Types of Investors that Seek Investment Advice

Every investment advisor needs to have a calm outlook when turning prospects into clients. If you have an intense demeanor that screams, “it’s either my way or the highway,” then you are on the right blog.  Much like everything else in life, investment is not a one-size-fits-all phenomenon. Therefore, we

Why Succession planning is necessary

Why Succession Planning is a Necessity for your HNW Clients?

In today’s high-net-worth world, succession planning is no less important than having a financial advisor; any advisor worth his/her salt will inform their clients about it. Ensuring how your client’s wealth will pass on after them should be prioritized, and it is probably the best service you can provide to

10 most effective marketing tools for financial advisors

10 Most Effective Marketing Tools for Financial Advisors

With proper marketing, any business can track growth, boost profits, and increase its brand value in a far lesser time. The financial advice industry is no exception to this rule. Financial advisors need marketing tools to be both online and ready to take real-world action. So, whether you are a