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  • Business Development

    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 16, 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 26, 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 26, 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 14, 2018
    Key to become more productive at work
    Here is how you can manage time efficiently.
    by Team Cafemutual Jun 11, 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 6, 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 4, 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 4, 2018
    You got a referral as a compliment. Now what?
    Read on to find out what to do when you receive a referral
    by Kanika Bhargav Jun 1, 2018