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  • Business Development

    Three new age communication tools to engage with clients
    Are you using the right communication channels? Find out what your peers are doing.
    by Daya R Mar 24, 2017
    Why IFAs too need independent financial advice
    Find out why you need to appoint an advisor for your finances, even if you are an IFA.
    by Daya R Mar 24, 2017
    How I use WhatsApp as a marketing tool
    Let us learn from advisers who are promoting their business through WhatsApp.
    by Priyaa Venkataraman Mar 23, 2017
    Think beyond referrals
    Here is how you can increase your client base without depending only on referrals.
    by Daya R Mar 23, 2017
    Common mistakes advisors make with clients
    Read on to understand the mistakes that financial advisors should avoid when dealing with clients.
    by Priyaa Venkataraman Mar 20, 2017
    Transition fears, from distributor to advisor
    Here are the four major transition fears about changing from a commission-based model to a fee only model.
    by Daya R Mar 17, 2017
    Writing right emails
    Always wanted to write emails like a pro? Read on to find out three tips to write an effective email to make a lasting impact.
    by Team Cafemutual Mar 17, 2017
    What not to do on social media
    Three things IFAs must avoid while using social media.
    by Daya R Mar 16, 2017
    Four steps to build emotional connect with your clients
    Read on to discover the four steps to cement your relationship with clients.
    by Priyaa Venkataraman Mar 15, 2017
    Four tips to help IFAs create an appealing newsletter
    Make the subject line of your newsletter interesting to grab the attention of your audience.
    by Rosevina Gonsalves Mar 10, 2017
    How these advisers are leveraging social media to grow business
    We spoke to a few financial advisers who are active on social media to understand how they are using it to grow business.
    by Priyaa Venkataraman Mar 10, 2017
    ‘The Magic of Thinking Big is truly inspiring’
    Sachin Kharate and Vinod Jain talk about the books, which helped them in their profession and what they have learned from it.
    by Team Cafemutual Feb 23, 2017
    “Better employees create better clients”
    Leading IFAs discuss how they have benefited from training and development programs for their employees.
    by Daya R Feb 23, 2017
    Three simple tips to promote ELSS
    Read on to find how leading advisers market ELSS during tax season.
    by Priyaa Venkataraman Feb 22, 2017
    How to get a bigger wallet share from your client
    Here are some insights on how advisors are growing their wallet share from existing customers to acquiring new clients.
    by Priyaa Venkataraman Feb 21, 2017