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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

How to Sell Insurance to High-Net-Worth Clients Effectively?

When it comes to selling insurance, high-net-worth clients are considered the Holy Grail by financial advisors. While this lucrative market largely remains unknown to most, it is what can make the difference in a financial advisor’s annual income and overall lifestyle.  To facilitate this growth, we will look at what

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

guide to discussing market volitality

A Guide to Discussing Market Volatility with Clients

Market volatility is a reality that no investment policy can avoid. As a financial adviser who is set to help his/ her HNW and UHNW clients, you have to help them understand why this happens and how to make the most of it. We understand Discussing Market Volatility with Clients can