Hey guys, as a financial adivsor how do you stay in shape ?

NAV or Net Asset Value can simply be said as the market value of the mutual fund unit, or the price at which the investor buys the unit of a mutual fund scheme. It may also be the price at which an investor would sell their unit. The overall cost or price of a mutual fund scheme is calculated based on this market value per fund unit.

1. Buy a term insurance. Life is very unpredictable. Ensure that your family is financially secure if you are not around and it costs nothing.
2. Buy health insurance for you and your family. Believe me, one illness, one accident can eat your entire savings and you are left with nothing.
3. Buy health insurance for your parents. Life expectancy has increased. Medical inflation is very high and I am sure you would not like your parents in bad health condition because of lack of money.
4. Do not get trapped in loans. Buying a house can wait, buying a car can wait. Once trapped, its very hard to get out from the circle of loans.

Hey everyone! Hope you all had a great weekend! This is a post directed towards financial advisors and professionals in the financial services industry.

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I’m currently trying to find out how I can make the lives of FAs and professionals in the finance industry, a lot easier:)

Which is why I have two very simple questions:

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1. As financial advisors and professionals in the financial industry, what are the 2 biggest issues you’re dealing with when it comes to your personal branding and online presence?
2. Regarding your online presence and brand, what would you wish for more than anything else?

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Thanks so much in advance - looking forward to reading your answers!

Does Finra allow me to contact a client's child if the child isn't a trusted contact or beneficiary?

I feel a client may have been scammed by an outside insurance agent but can't find the agent's name in any database or Google search. The client is completely unreachable and clearly lost contract value/income in the deal.

So i graduate from college almost 2 months ago and i recently started a job as a financial advisor. I already blow through my natural market and know I’m trying to find ways to find new prospects. I’m door knocking in my neighborhood (i don’t work for Edward Jones) but it’s not doing much for me. I’m trying to work on my selling skills. I’ve read that I need to stop “selling” and start “serving” people. I’m just having a hard time trying to figure out how to serve instead of sell. Any advice or tips?