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Value Proposition Inscription on the Modern Illustation with Blue 3d Arrow and Doodle Icons Around. Value Proposition Drawn on White Brick Wall. Illustration with Hand Drawn Icons. 3d.
December 22, 2021

Why you need a unique value proposition and how to create one?

Too few advisors understand ‘the value’ of a value proposition - or how to go about creating one. But unless you identify and express your value to clients you won’t achieve success in this industry. Because, unless prospects understand what you do and why you do it, they won’t be convinced about your worth. In […]
What’s Changed for Financial Advisors amid the Covid 19 Crisis?
August 13, 2020

What’s Changed for Financial Advisors amid the Covid 19 Crisis?

As markets reel in response to the recent pandemic, the financial advisory industry faces a host of uncertainties. Clients are seeking advice and reassurance, while advisors have their own worries and investment challenges. As well as finding new ways to deal with clients, advisors have had to navigate administrative issues and furlough or even make […]
May 16, 2020

5 Challenges Facing Financial Advisors

It’s difficult enough keeping clients invested throughout routine market downturns. At the moment, however, we’re experiencing exceptional levels of market decline - creating unprecedented panic and fear among investors.  As a financial advisor, you must focus on allaying your clients’ concerns. You also need to find ways to continue growing the business; that’s not an […]
May 14, 2020

Founder to CEO Podcast

Our CEO, Anand, was graciously invited by Todd Uterstaedt to share his learnings on creating a startup and the challenges that come with that. Todd has an amazing podcast (check it out here: From Founder to CEO Podcast) from many famous CEOs, including Eric Yuan of Zoom and Seth Godin. You should subscribe to his […]
Crystal Ball
March 14, 2020

Startups, what do you do now?

I wanted to share with you my thoughts on the current Coronavirus environment that we all find ourselves grappling with. Like many of you, I have gone through uncertain times - DotCom bust and subsequent recession of 2001, September 11, Enron, Iraq War, Afghanistan War, SARS, Swine Flu, Ebola, MERS, 2008-2009. However, unlike most of […]
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