Estate planning is implemented through trust, and each type comes with its benefits. If your client is looking to set up one for themselves, then the best question is what purpose they are trying to solve with it. But that’s just the question to get the conversation started. Being a
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
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
It is pretty standard for financial advisors to be stopped while closing insurance sales in the name of product comparison. Clients often say that they will get back to you or that they think there might be a better price somewhere else. Sometimes, your HNI clients may also compare insurance
Succession planning of a family business is no easy work – there are many considerations to make on the company and the family level. One of the common questions to be answered is whether the family members are competent enough to run the family business. If you are a financial
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
Investment Philosophies followed by UHNIs Protected capital growth and alpha generation – these are the most common goals shared by UHNIs in modern times. What are the Investment Philosophies followed by UHNIs? While there are thousands of books piled up on how to start your entrepreneurial journey and becoming a
India is one of the major developing hives for HNIs (high net-worth individuals), every year there is a rise in the number of HNIs capitalizing and residing in this vivid country. And it is expected that the number of HNIs present will surge by 136% by 2025, reaching up to
The overcrowded world of information has been a real trouble for UHNWs; it troubles everyone to differentiate between ‘usable’ info and ‘trash’. In current data-overpowered market, wealth management firms have taken the approach of information explosion rather than preferring “quality over quantity” The Ultra high net worth – UHNW with
Today’s youth holds the potential of being successful at investment advisory services. Nonetheless, the mentality of people to gain secure jobs and a stable salary has stopped their expanse of thinking, and the youngsters never get to know the possibilities of being a successful financial advisor. They are unaware of
