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Now Manage Client Privileges Easily on IFAnow

Now Manage Client Privileges Easily on IFAnow

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We are excited to launch the latest version of IFAnow. Introducing Client Privileges. This has been a sought after feature request from lot of advisors.

With this, you can now decide which client should be given what access. You have an option to fine tune the customization to a very granular level.

For instance

  • You may want to prevent some clients from adding or updating financial portfolio or goals.
  • Or you may want to show Premium sections only to your top clients. This feature allows you to hide sections at a client level very easily.

Settings > Section Privileges

12 reasons Why your website is not bringing you leads & how to fix them

12 reasons Why your website is not bringing you leads & how to fix them

So, here’s a statistic. 8 out of 10 leads that we get are through our website www.FutureAdvisor.co.in. I have over period reviewed websites of lot of financial advisors in India. I see few mistakes a lot of these sites make and have drawn a conclusion:

These websites are not helping these advisors get enough leads. Ask yourself, is your website in the same category?

What’s the main reason behind a website? If you think the main reason why your website exists is because other financial advisors have it, then don’t read any further.  Else, I believe, you probably want your website to help you increase your business but somehow hasn’t.

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Why Financial Advisors should use Twitter & How you can easily get started

Why Financial Advisors should use Twitter & How you can easily get started

You must be aware of various #hashtags during TV shows and sports events. The idea is to connect the audiences through Twitter, one of the most popular social media platforms. Such has been the effect of Twitter that right from bollywood stars to politicians and cricketers, they’re all there. They’re connecting to their fans (and critics) in ways not possible earlier.

Lots of consumer brands and corporates alike are using twitter as a medium to reach out to their customers and prospects. Right from solving consumer complaints to offering rewards and exclusive offers. In financial services, you will see banks, mutual fund AMCs, life insurance companies having their twitter accounts, also called as a ‘handle’.

But what about the financial advisory community? Are they active? What do they do? If I have to setup my twitter account what do I need to do? Can twitter be a lead generation engine? What should I tweet about? How do I get followers?

Let’s answer these questions, one by one:

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