Home Dwarka Lakhan

Several of the big banks are leaping headlong into the new computing frontier that is artificial intelligence, looking for customer preferences, streamlined operations and lower cost. The shift should enhance, not threaten, the role of advisors

  • February 15, 2017 December 18, 2017
  • 00:40

Your family members, friends and acquaintances can help you grow your business

  • February 14, 2017 December 19, 2017
  • 12:15

Keep track of all users of your firm’s devices and software, and check your vulnerability regularly

  • February 13, 2017 December 19, 2017
  • 10:00

Getting new clients is good, but keeping the clients you have can be far more profitable

  • February 10, 2017 December 19, 2017
  • 12:00

Make your message consistent across all platforms, and deliver what you promise

  • February 8, 2017 December 19, 2017
  • 12:30

Show them how various products can fit into the different stages of their lives

  • February 6, 2017 December 19, 2017
  • 11:45

Events may have clients questioning their strategy

  • February 1, 2017 January 19, 2018
  • 00:57

Deep knowledge of your clients is essential to meeting their expectations

  • January 19, 2017 December 19, 2017
  • 10:30

Explain why some mutual funds, such as emerging markets, funds incur higher expenses than others

  • January 18, 2017 January 18, 2017
  • 12:10

Engage your team with the goal-setting process and offer performance incentives

  • January 17, 2017 December 19, 2017
  • 12:15