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Business Development

How to convert a prospect into client in the first meeting itself
Read on to know the important steps you need to take to win over a prospect.
by Team Cafemutual Jul 15, 2018
Tips to keep your marketing plan afloat
A white paper released by American Portfolios gives a list of tactics to incorporate into your marketing plan.
by Team Cafemutual Jul 15, 2018
Here is your Facebook strategy to engage with clients
Facebook is a lighthearted platform, characterised by discussion, interaction, and personality.
by Team Cafemutual Jul 2, 2018
Twitter strategies for IFAs
A white paper published by LPL Financial, USA, shows how to leverage Twitter to improve your visibility.
by Team Cafemutual Jun 25, 2018
How to set goals and succeed in business
A white paper released by Wealth Management gives tips on defining and achieving your business objective.
by Team Cafemutual Jun 25, 2018
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