2017 Trillion Dollar Club

2017 Trillion Dollar Club What does it take to be The Trillion Dollar Club? Who qualifies to be in the Trillion Dollar Club?  At least...

50 Reasons Why You Struggle to Manage Investments for Your Clients

50 Reasons Why You Struggle to Manage Investments for Your Clients  Many struggle to manage investments for clients. Is this true? Is managing investments so...

Which Financial Products Are Portable?

Which Financial Products Are Portable? As a Financial Advisor or Wealth Manager, one of your most important task is to look after your clients' assets. This means you will...

When Should You Sell Products and Not Advice?

When Should You Sell Products and Not Advice? Should you sell financial products and product-push? Or should you be selling advice? " Sell Products or Sell Advice...

20 Reasons Why People Buy or Sell

20 Reasons Why People Buy or Sell Maybe not just 20 reasons but 20 weird reasons why people buy or sell. But with many weird reasons resulting...

Where Should You Work if Your Client Gives You $100 Million?

Where Should You Work if Your Client Gives You $100 Million? If you are lucky enough to have your client, dearest friend or family member deciding to give you...

Why Clients Struggle with Receiving Wealth Advice

Why Clients Struggle with Receiving Wealth Advice What is the value of Wealth Advice?  What is Wealth Management?  What are the benefits of Wealth Advice? It...

12 Reasons Why Financial Sales is Tougher Than You Think

12 Reasons Why Financial Sales is Tougher Than You Think The financial industry is exciting and one of most sought-after sector for the brightest graduates...

How Clients Make Decisions on their Wealth and Investments

How Clients Make Decisions on their Wealth and Investments When it comes to managing hundreds of millions and billions of assets, institutional clients or corporate...

7 Popular Revenue Models

7 Popular Revenue Models How Do You Charge Your Fees? Do you charge by per transaction or by annual management fee? Which is better?  Which is more...