By grow-ktlogin
Tuesday, June 30 2020 Source/Contribution by : NJ Publications We, the advisor fraternity, leave no stone unturned to have new clients on board, and building our business. But despite our best efforts, sometimes we lose a prospective client. And then we wonder Why? To know Why, we must step in to the client’s shoes and see from
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By grow-ktlogin
Friday, June 26 2020. Contributed By: Team NJ Publications As kids we would have read the famous story of Alice in wonderland. In the story, she once reaches a crossroads and was not sure which road to take. A passing cat asked her where she wanted to go to which Alice replied “I don’t know!”.
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By grow-ktlogin
Wednesday, June 24 2020 Source/Contribution by : NJ Publications We are all in the race to grow our business, add more clients, earn more money and take our financial advisory business to another level. With the view to stay ahead in the race, we implement numerous marketing tactics, advertisements, product campaigns, online marketing, and whatnot.
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By grow-ktlogin
Friday, June 19 2020 Source/Contribution by : NJ Publications Following are some tips which can help you in building and managing your Emergency Fund: Ask your advisor: Your emergency fund must be sufficient to meet emergencies. Contact your financial advisor and give him the details of your fixed and variable monthly incomes and expenses, including EMIs,
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By grow-ktlogin
Tuesday, June 16 2020 Source/Contribution by : NJ Publications For a long time, the focus of financial advisors have been clients who have been well established in their careers. Slowly, a large part of our segment of clients is seen moving into retirement. On the other hand, the average age of a new investor is
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By grow-ktlogin
Friday, June 12 2020 Source/Contribution by : NJ Publications Asset Class is a often used word in finance, especially investment & portfolio management. We also used the term many times in our articles. In this article a take a academic look at the various asset classes. We all aim for success in our investments. But
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By grow-ktlogin
Tuesday, June 09 2020 Source/Contribution by : NJ Publications What is a Digital Advisor? A Digital Advisor is the evolution of a traditional financial Advisor. A Digital advisor offers the speed and convenience of technology to his clients and at the same time maintains a virtual personal touch through e-media such as video calls, chats,
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