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
Young affluent investors expect a response from advisors in less than 2 hours
A joint survey conducted by Vanguard and Spectrum Group reveals that half of the young millionaires and nearly one-third of mass affluent clients want a response to an email in two hours or less.
by Team Cafemutual Oct 28, 2015
62% UHNWIs willing to introduce their family to their advisor
You can win the confidence and trust of the clients’ next-generation heirs if you start engaging with them.
by Team Cafemutual Oct 27, 2015
Why should distributors work with a team?
Teams grow faster as compared to independent advisors by not only increasing the firm’s productivity but allows you to showcase different skill-set and ideas for the growth of the company.
by Banali Banerjee Oct 23, 2015
How women financial advisors can make it big in advisory profession
Read on to find the benefits and challenges of advisory business for women and how they can make it big in this male dominated profession.
by Banali Banerjee Oct 19, 2015
Facebook most widely used media by affluent investors
Among all age groups, Facebook is the most widely used platform by the ultra-rich.
by Team Cafemutual Oct 17, 2015
How to deal with family members who are your clients
Read on to find out the best way to deal with family members who are your clients.
by Banali Banerjee Oct 15, 2015
How to improve your face-to-face client meetings, blogs and newsletters
Read on to find out how you can make your face-to-face client meetings more productive and improve the quality of your blogs & newsletters.
by Ravi Samalad Oct 13, 2015
How quickly should advisors respond to their HNI clients?
The survey revealed that more than one-quarter of millionaire and one-third of UHNW respondents say that they want a response to a phone call in two hours or less.
by Team Cafemutual Oct 12, 2015
Why HNIs hire and fire advisors
Read on to find out the top reasons why ultra-high net worth individuals hire and fire advisors.
by Ravi Samalad Oct 9, 2015
Advisors should contact clients at least once in 3 months: Study
Contacting clients should be made an integral part of advisory business, suggests a study conducted by Spectrum Group and Vanguard.
by Team Cafemutual Oct 9, 2015
Catch them young and watch your business grow
There are many benefits of hiring and developing young talent in your advisory team.
by Banali Banerjee Sep 28, 2015