How to categorize 'Agents' vs 'Advisors'

Parenting Tips - Financial Education

In my latest episode, I am doling out 3 prescriptions when it comes to Parenting in Financial Education world. Listen till the end and reach out to me on any comments or thoughts

Lifetime Income Generation with Annuities

* Understand how Lifetime income should be spread * Understanding Annuities * How Annuities can play a role in Guranteed Lifetime income

Investment Strategies

We have tried to decipher the Investment Strategies concept using 5 personas (Hypothetical people) * Jacob --- Weekly wage earner * Haider ---- High Earner with disposable income * Rakesh --- Value Investor * Ashish ---- Growth Investor * Jaideep ---- Dividend Investor

Fees and Benefits

Write down the benefits / features you want to availShop for various products which align to your benefitscompare the fees offered by various playersTypically we do the other way round. Time to stop that and start this hierarchy

How to categorize 'Agents' vs 'Advisors'

Check out my latest episode! You meet a lot of people who talk about investments. Who is the right person to talk to and what should I talk to him. Uncover this in this episode. Understand who is an Agent vs Advisor. How to leverage them to the best of your benefit Stay away from tip givers.