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Do aur do paanch
We have earlier spoken about first moulding our own mindsets (Stop making excuses, Mr. IFA) and then about team selection (To build a team, you need a big heart). Once the foundation is laid, the important thing is how to run the show and how to make the team a cohesive unit that pulls together in one direction rather than a collection of individuals, each doing his or her own thing. From my experience, it comes down to three Cs: Clarity, Consistency and Culture. Get these right and you can actually achieve “do aur do paanch” instead of “chaar”.

To build a team, you need a big heart
Ashish Modani continues his article series on team building with words of wisdom on what to look for when hiring new RMs and how to nurture your new RM into a winning team member

Stop making excuses, Mr. IFA
For many growth hungry IFAs, the biggest bottleneck they see is creating and growing a team of salespersons/RMs to accelerate customer acquisition and seize business opportunities. Ashish Modani shares a very timely thought leading set of 3 articles, where he walks you through his own experiences in successfully creating and growing his team.

The wisest advisor in India is....
Presenting a photo feature capturing the highlights of the Wise Advice Case Competition 2017 awards event

5 great examples of wise advice
Last week, we announced the advisors whose responses to the Wise Advice Case Competition were rated as the best by our eminent, independent jury. While the pecking order among these 5 will be announced on 7th July at the 8th annual Wealth Forum Platinum Circle Advisors Conference, here are their 5 winning responses to the case competition.

India's 5 wisest advisors
Announcing the winners of the Wise Advice Case Competition 2017!

India’s 10 wisest advisors
The jury has completed its evaluation of entires for the Wise Advice Case Competition 2017 - here are the top 10 - the 10 wisest advisors in India

India's most challenging competition for financial adivors is back!
HDFC MF and Wealth Forum announce the Wise Advice Case Competition, 2017. Here is your chance to showcase and firmly establish your advisory credentials. Be adjudged as India's wisest advisor, by the advisory fraternity, and add a huge feather in your cap when presenting your credentials to clients and prospects!

Were you part of the herd or the wise few?
A year ago, accrual funds came under tremendous pressure due to credit downgrades in a couple of high profile names. Mister Bond counselled equanimity and patience even as media was busy writing an epitaph for accrual funds, prompting widespread advisor concern. A year down the road, Mister Bond presents hard data that showcases clearly the wisdom of taking a calm, objective and rational view rather than getting carried away by media hype.

My 8 failures
At the recently concluded FIFA annual conference, one of the most interesting and riveting success stories shared was not of successes – but failures. 8 failures to be precise. Shrikant Bhagavat took participants through his 8 big failures, what each failure taught him and how he has built today a strong, process driven and highly respected financial advisory practice, by learning from these failures.

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