NISM SERIES-XA INVESTMENT ADVISOR LEVEL 1|NEED FOR FINANCIAL ADVISORY SERVICES| AMRUTA DESHMUKH

This is the first series on our channel on Nism Series-XA: Investment Advisor level 1. This video is for chapter 7 Concept of Financial Planning. Above video is about Need for financial advisory services. This series is for those who want to clear this certification with detailed knowledge about all the topics covered in this… Continue reading NISM SERIES-XA INVESTMENT ADVISOR LEVEL 1|NEED FOR FINANCIAL ADVISORY SERVICES| AMRUTA DESHMUKH

Stop asking for referrals and grow your financial planning and investment advisory business

Steve Wershing, author of “Stop Asking for Referrals” talks to Tom Reimer about the myths of growing a business via referrals. If you don’t understand why referrals happen (and what’s going on in the mind of your client) asking for referrals can actually have a negative and damaging impact on a relationship built on trust.… Continue reading Stop asking for referrals and grow your financial planning and investment advisory business