In today’s rapidly changing corporate landscape, the pursuit of excellence isn’t just a goal—it’s an ongoing journey that requires embracing the concept of continuous learning. Much like Bersin by Deloitte’s model of perpetual improvement, the realm of professional growth thrives on a commitment to lifelong learning. In this dynamic environment, where innovation is the lifeblood […]

As a financial intermediary , you hold the key to unlocking your clients’ financial success. One of your critical decisions revolves around choosing the right path: the goal-based approach or the cash flow approach to financial planning. Let’s delve into both these strategies, their suitability for different individuals, and key considerations when making your recommendation.

This isn’t just wishful thinking! This blog draws inspiration from the article that is a part of World Economic Forum Annual Meeting Imagine a world teetering on the brink – politically charged, economically uncertain, and riddled with geopolitical tensions. Sounds pretty bleak, right? But amidst this chaos, there’s a glimmer of hope: the financial sector. Yes, you

Introduction: The landscape of corporate learning is undergoing a transformative shift, with organizations investing in learning experience platforms (LXP) and content to enhance employee development. However, a paradox persists—despite these investments, employee learning engagement is waning. Nigel Paine’s insights in ‘Workplace Learning’ underscore the crux of the matter: learning cultures don’t sprout from voluminous course

In the ever-evolving landscape of the professional world, the importance of upskilling and reskilling has reached new heights. As businesses navigate the Fourth Industrial Revolution, characterized by rapid technological advancements, artificial intelligence, and automation, the need for a skilled and adaptable workforce has become paramount. In this blog, we explore why upskilling and reskilling are

A recent joint study by DBS Bank India and Crisil sheds light on the financial behaviours and preferences of women earners in India’s metros. The study surveyed over 800 women across 10 cities, focusing on financial decision-making, investment patterns, digital adoption, and banking product preferences. Key findings include a significant proportion of women being risk-averse,

In his book “Selling the Invisible,” marketing expert Harry Beckwith explains how difficult it can be to sell intangible services like financial planning. Unlike tangible products that customers can touch, see, and feel, financial planning is an invisible service that can be hard to quantify and communicate to potential clients. But just because financial planning

Forget the gym memberships and juice cleanses; let’s talk about real resolutions that will transform your life in 2024. We’re not talking about fleeting trends, but concrete steps to build a future filled with financial security and freedom. So, ditch the pressure and embrace these 12 personal finance rules that will empower you to thrive,