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The Futurist's Practice Management Insights
Tap this hidden capital to win against robos and direct
This article is about putting a spotlight on one key aspect that advisors should focus on, to conclusively win the battle against robos and direct. This aspect in management jargon is known as structural capital
The intergenerational advisor
Intergenerational transfer of wealth often results in change in stewardship of the wealth – the next generation more often than not does not continue with the same advisor who served the previous generation. That’s not because of competence issues – its more to do with connect issues
Could 60% of your AuM be at risk without you realizing it?
According to a survey conducted by US based Investment News, 66% of children fire their parents’ financial advisors after they inherit their parents’ wealth. State Street Global Advisors’ research suggests that only 38% of investors retain their financial advisor when the spouse dies. This drops fur...
Bold new IFA model from North-East
Three successful young IFAs from Guwahati – Pallav Bagaria, Shyam Singhania and Divya Khemka – have decided to join hands and merge their IFA practices into a single company.
Is life planning really different from comprehensive financial planning?
Imagine a financial planner asking his client, “How regular are you with your morning walk and how long is a typical walk for you?” Or another question that goes something like this, “What does independence mean to your 20 year old son who is studying in the US?”
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The Futurist's Technology Insights
Bust this myth to propel your business with senior citizens
Senior citizens are not very tech savvy. They prefer face-to-face meetings rather than video calls, they prefer phone conversations rather than crisp emails and they prefer on-ground educational sessions rather than social media oriented initiatives. They are, in short, a costlier set of clients to ...
This new tool is reshaping the financial advisory practice
One tool that’s caught the fancy of futurist minded financial advisors, and which promises to reshape the way you engage with your clients and your ability to demonstrate value to them is the introduction of mind maps in the financial advisory space.
A day in an IFA’s life in 2020
Here’s how Gajendra Kothari sees a typical day in the life of an IFA in 2020 – contrast it with where you are today and you have a roadmap of exactly what you need to do, to get future ready.
A platform that truly understands the Indian investor
Prudent has launched FundzBazar – a comprehensive online platform that truly understands the Indian investor, on the basis of which, it empowers Prudent channel partners to offer great service to their clients.
RBI’s move on aggregators is great news for financial advisors
A recent RBI draft guideline on unbundling of account aggregation is great news for financial advisors, who can now compete with bankers in terms of access to information, and at the same time move up the value chain to become truly comprehensive personal financial advisors.
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