Important questions a financial advisor should ask clients
Read on to find how the art of asking right questions can help you connect better with the clients.
by Banali Banerjee Sep 25, 2015
Why are there only 10,000 active advisors for a country of 125 crore?
Rajiv Bajaj, Vice Chairman & MD, Bajaj Capital, Dinesh Khara, MD & CEO, SBI MF, Ramesh Bhat, General Secretary, Voice of MFD, Vishal Kapoor, General Manager - Wealth Management, India & South Asia, Standard Chartered Bank and Karan Datta, Chief Business Officer, Axis MF discuss how the industry can attract more distributors in MF fold at the Cafemutual Confluence 2015.
by Team Cafemutual Sep 16, 2015
Storytelling to win over clients
Read on to find how storytelling can you help you connect better with clients.
by Banali Banerjee Aug 25, 2015
The toughest 4 questions clients ask advisors
Anticipating and preparing your script well in advance will help you deal with these tough questions more effectively.
by Banali Banerjee Aug 4, 2015
6 mistakes financial advisors should avoid while dealing with clients
In the zest to convert prospects, advisors may end up doing something which their clients/prospects may not appreciate. Read on to find the common mistakes advisors make and how to avoid them.
by Banali Banerjee Jul 14, 2015
10 am to 12 pm is the best time to send marketing or promotional emails: netCORE
Also, Monday and Wednesday are the best days to send such emails.
by Nishant Patnaik Jul 13, 2015
Investor awareness programs most preferred way to acquire clients
An online poll conducted by Cafemutual shows that conducting investor awareness programs is the most effective way to acquire new clients.
by Banali Banerjee Jul 4, 2015
‘Wealth management has become transactional’
Hrishikesh Parandekar - CEO, Ambit Finvest and Ambit Private Wealth, Nilesh Shah – MD, Kotak AMC, Prathit Bhobe - Head Wealth Management & Privilege Banking, ICICI Bank and Soumya Rajan - Co-Founder, Managing Director & CEO, Waterfield Advisors and Prem Khatri, Cafemutual discuss the challenges and opportunities in the wealth space at the Cafemutual Conference: Wealth Management 2015. Part I of the edited transcript.
by Team Cafemutual Jul 2, 2015
How do advisors define their ideal clients?
Financial advisors say that openness, faith, and comfort level are three main traits of their ideal clients.
by Banali Banerjee Jun 26, 2015
Whose responsibility is it to raise awareness about paying fee to advisors?
Investors need to perceive value in advisors services and it is the job of advisors to set a precedence by charging fee to clients.
by Ravi Samalad Jun 17, 2015
How can IFAs leverage YouTube to reach out to more prospects?
Read on to find out how you can build and position your brand using You Tube.
by Nishant Patnaik May 30, 2015
Why IFAs need to have a business plan
Having a business plan will help advisors stay focused and implement their strategy smoothly.
by Ravi Samalad May 20, 2015
How to generate leads through LinkedIn
LinkedIn is more than just a digital resume; use it wisely to grow your business.
by Nishant Patnaik May 11, 2015
Financial Advisors and Insurance agents: Let’s Talk Layout
Take these five tips into consideration when tinkering with your website.
by Kellie Gibson, Advisor Websites Apr 9, 2015
How I got my first client
Nitin Sawant who practices fee based financial advisory service in a small town called Vita in Maharashtra’s Sangli district narrates how he acquired his first client who was a doctor.
by Nishant Patnaik Mar 14, 2015
