Special Features
What can be more fulfilling for an advisor?
Forget risk profilers – understand money scripts first
Forget risk profilers – understand money scripts..
A new field of study that every advisor must imbibe
A new field of study that every advisor must imb..
How should Ranjit convince Mr. Mehra?
What can I do when my client changes the goalpost?
What can I do when my client changes the goalpos..
Dipa Karmakar’s lessons for investors
Explaining investment ideas to the Pokemon Go generation
Explaining investment ideas to the Pokemon Go ge..
3 potential solutions to Mr. A K Narayan’s challenge
3 potential solutions to Mr. A K Narayan’s chall..
Mumbai IFA creates “too good to be true” product
Mumbai IFA creates “too good to be true” product..
There's only one right way to invest
Who wins following a herd?
Predict or participate? Choose wisely.
What an elevator teaches us about investing successfully
What an elevator teaches us about investing succ..
What a shopping mall teaches us on investing intelligently
What a shopping mall teaches us on investing int..
A single sketch that helps investors understand market volatility
A single sketch that helps investors understand market volatility..
A single sketch that helps investors understand ..
Real life case of Best PAD in action
Making asset allocation work: a real life case study
Making asset allocation work: a real life case s..
How will you tell your client that he is being foolish?
How will you tell your client that he is being f..
Does “main hoon na” always work with your clients?
Does “main hoon na” always work with your client..
Scold your clients if necessary to keep them on track
Scold your clients if necessary to keep them on ..
New insurance product: emotional insurance
Best PAD : the new mantra for asset allocation
Use intelligent “newsjacking” to strengthen client communication
Use intelligent “newsjacking” to strengthen clie..
Five hot buttons that make clients buy
Have your clients fallen prey to hot hand fallacy in this bull market?
Have your clients fallen prey to hot hand fallacy in this bull ma..
Have your clients fallen prey to hot hand fallac..
The story of Alka’s signature
Clients obsessed with past performance? Read this.
Clients obsessed with past performance? Read thi..
Great story to show why safe is not always smart
Great story to show why safe is not always smart..
Will you buy the movie ticket now?
Let’s learn from Newton’s mistake
Common mistake of football goalkeepers and financial advisors
Common mistake of football goalkeepers and finan..
2 useful stories to help clients invest wisely
Why do your clients listen to media and not you?
Why do your clients listen to media and not you?..
Cut loss or stay put? How should we decide?
4 client interactions that showcase investor connect
4 client interactions that showcase investor con..
Is averaging a smart or irrational strategy?
How to dissuade clients from unnecessarily redeeming
How to dissuade clients from unnecessarily redee..
Book a loss on my portfolio? No way!
100 - 100 = 0? Or is it -100?
I use cricket to help clients understand financial planning
I use cricket to help clients understand financi..
How do your clients actually take investment decisions?
How do your clients actually take investment dec..