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  Vista's BIG Idea: T&T

Send this letter to all your clients – TODAY
Rather than passively waiting until October, a leading Mumbai based IFA firm has started sending out this letter to all its clients. What this simple communication does is to inform clients proactively, and give them a choice.

  The best way to deal with commission disclosure
Rather than falling prey to extreme pessimism or just avoiding the uncomfortable thought of dealing with disclosure, Vista Wealth did an exhaustive bottom-up review of their entire client base to clearly define the magnitude of the challenge at hand and to pin point where the pain could lie and how to deal with it proactively – before the CAS statements land in client houses this October.

The best response to regulator and media on disclosure
Distributors have expressed their sentiments in many ways on the unfair portrayal of their profession, but the best response yet is this beautifully crafted poem, straight from the heart, by one of India’s leading IFAs, who has pledged to do her bit to restore “Dignity of Distribution”.

  Command your remuneration, don’t demand it
If you believe your remuneration is getting threatened by direct plans, K Vardhan, an industry veteran and CEO of Ultimate Investments, Bangalore, says the best way to deal with the situation is to put yourself in a position where you command your remuneration, instead of demanding it.

A must watch video for every IFA
This video captures the essence of Gamechangers better than any words can describe. This video is the inspiration for Wealth Forum’s Gamechangers initiative, and we sincerely hope it will be an inspiration for every IFA in our country.

  Chennai’s ace advisor offers rich insights to small IFAs
A K Narayan, President of IFA Galaxy, shares his personal experiences on dealing with direct plans as well as how he counsels several small IFAs from across Tamil Nadu who regularly meet him and seek his insights on how to deal with competition from direct plans

3 stories that showcase the value of good advice
Gajendra Kothari, Etica Wealth, Mumbai, shares his strategies that help him win and retain clients in the mass-affluent as well as HNI segments, and also takes us through 3 live client stories that underscore that everyone actually needs good advice – even successful financial services experts.

  The Sehwag way of dealing with direct
In the last 4 years, Viksit Rohatgi’s Blue Circle Financial Services has grown its AuM from 30 crs to over 110 crs and its client base from 250 Delhi based clients to 750 clients from across India and the world. He’s done this, not by getting defensive about direct, but in true Sehwag style, by taking the challenge head on.

Penny wise pound foolish
In the second part of this two-part article, Ashish and Manish Goel share three more real life client stories that underscore the same point – that price is not everything, its finally value that matters.

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