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Business Development

Here is what takes to deliver an effective presentation
Read to know what to do prior to a presentation to boost your confidence and wow the audience.
by Team Cafemutual Jun 15, 2018
Checklist to secure your clients’ data
Read to know how to safeguard important documents and information of clients.
by Team Cafemutual Jun 15, 2018
Should you work with a team or fly solo?
Let us look at the pros and cons of both options.
by Shreeta Rege Jun 15, 2018
Tips to keep your clients happy
Read to know how to make your clients content and happy
by Team Cafemutual Jun 13, 2018
Key to become more productive at work
Here is how you can manage time efficiently.
by Team Cafemutual Jun 10, 2018
Tips to help you acquire new clients
11 effective prospecting tips for advisors
by Kanika Bhargav Jun 8, 2018
What to say to clients in the first meeting
Here are some talking points to help create a brilliant first impression
by Kanika Bhargav Jun 5, 2018
How to get young professionals to invest
Read on to understand the challenges faced in advising young professionals and how to overcome them.
by Team Cafemutual Jun 4, 2018
What to do when your clients ask about direct mutual funds
Here is how advisors can encourage clients to continue with their services.
by Kanika Bhargav Jun 3, 2018
Nine steps to ensure better participation at IAPs
Read to find out how to draw people to your investor awareness event.
by Kanika Bhargav Jun 3, 2018
You got a referral as a compliment. Now what?
Read on to find out what to do when you receive a referral
by Kanika Bhargav Jun 1, 2018
Different strokes for different folks is the key to manage clients well
Manage your clients based on their assets and your relationship with them.
by Shreeta May 31, 2018
Why are you not able to convert your prospects
Find out the missing elements in your conversation with a prospect.
by Kanika Bhargav May 31, 2018
Five mobile apps that you should recommend to your clients
There are so many apps out there to make life less stressful. Some of these track monthly expenses, remember passwords and even remind you due dates of monthly bills.
by Riya Lakhmani May 30, 2018
What to do if your clients say goodbye
Read to know how to bounce back after losing a client.
by Kanika Bhargav May 28, 2018