Not far behind the well-known BRIC nations, these up-and-comers offer much food for thought
Using business metrics can help financial advisors keep track of such things as assets under administration, attrition rates, and client and practice profitability, as well as other factors
COIs can be your key to success
Cross-selling is one way of preventing your clients from becoming targets of your competitors
Formulate a plan and harness your resources
Robust consumer demand and sustained global demand for natural resources will underpin growth this year. In particular, growth in India and China will be a tonic for commodities-producing emerging countries
Some financial advisors are making more frequent changes in their clients’ asset mix and using alternative investments to take advantage of rapidly changing market conditions
There’s more to the client discovery process than checking off boxes on a KYC form
Empathy, accountability and feedback are key
SIACharts uses technical analysis to compare sectors; daily comparative reports rank relative strength of various asset classes; charts can be used to help advisors make investment decisions and presentations to prospects