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  • Business Development

    7 tips for advisors to retain employees
    Don’t want to lose your top-performing employees? Here are a few tips to help you retain them.
    by Banali Banerjee Dec 5, 2015
    How to make effective client presentations
    Here are a few useful tips on how to make an effective presentation to acquire new clients.
    by Banali Banerjee Nov 30, 2015
    The boutique delusion
    Tell prospective clients what they can expect if they sign up with you. Describe the experience of being a client. And then have processes to make sure you deliver on them.
    by Stephen Wershing Nov 27, 2015
    Overworked? Look at hiring a manager to help run and grow your business
    Here are few signs to help you to understand the right time to hire a new manager.
    by Banali Banerjee Nov 26, 2015
    5 signs your content marketing strategy stinks
    Advisors’ hasty approach to content marketing often misses the mark.
    by Fiona Leung Nov 25, 2015
    The conundrum of marketing trust
    Claiming trust is utterly useless as a marketing tool.
    by Stephen Wershing Nov 24, 2015
    ‘Don’t judge an investment by its name’
    Amit Trivedi of Karmyog Knowledge Academy explains in his new book ‘Riding The Roller Coaster – Lessons from financial market cycles we repeatedly forget’ how names can deceive. Here is an excerpt from his book that is essential reading for all advisors and distributors.
    by Team Cafemutual Nov 24, 2015
    Why financial advisors should be optimistic
    by Banali Banerjee Nov 24, 2015
    Why don’t we look outside the financial world for answers to our business problems?
    If you want to copy someone else it makes sense to emulate the ones who are getting the best results. But what if no one in the industry really has it nailed. What if someone in a different business (or even an entire other industry) has found a much better approach?
    by Stephen Wershing Nov 23, 2015
    What to do when you get a referral
    Your client takes the risk by sending a friend to you – honor it.
    by Stephen Wershing Nov 21, 2015
    How can advisors promote themselves through their website?
    A white paper released by Raymond James, a wealth management firm based in US, gives insights on how advisors can leverage their website to promote their services.
    by Team Cafemutual Nov 17, 2015
    8 positioning statements for advisors
    Read on to find out how you can stand out from the crowd by making a unique positioning statement when you meet prospects.
    by Team Cafemutual Nov 16, 2015
    Network and make new clients
    Read on to find how to network to attract more clients.
    by Banali Banerjee Nov 16, 2015
    4 tips for effective client introduction and reference requests
    Want your clients to positively respond to your client reference requests? Here are four tips.
    by Susan B. Weiner, CFA Nov 13, 2015
    How to deliver bad news to clients
    Communicating bad news is not easy. Here are some tips on how to deliver bad news to clients.
    by Banali Banerjee Nov 2, 2015