5 ways to create a high impact IFA website
Here is how you create a website that will induce a client to approach you.
by Pallabika Nov 14, 2012
Social media yet to take off among IFAs in any significant way
Many IFAs feel that it is not worthwhile to invest time or resources on social media because it does not generate any business. Social media experts feel that social media can be effective for IFAs if approached the right way.
by Pallabika Nov 11, 2012
3 tips for brand building
Brand building is a tough job for any business. In this article, we look at strategies followed by leading IFAs to make their brand popular among clients.
by Pallabika Nov 9, 2012
Continuing our series on ‘Challenges faced by IFAs’
Himanshu Dani has overcome the challenge of making clients realise the need for financial planning
by Team Cafemutual Nov 6, 2012
5 mantras for advisors to stand out in the crowd
In the competitive financial advisory market, here are a few things that will set you apart from the rest.
by Pallabika Nov 4, 2012
8 tips to help you acquire clients in a single meeting
Read on to find out how you can turn a prospect into a client in the first meeting.
by Pallabika Nov 2, 2012
10 inspiring ways to become a true financial planner
There is a world beyond data, product or investment advice and financial plan and there are several ways by which you can add value to your investor’s financial life.
by Nandish Desai Oct 30, 2012
What to tell your prospective clients before onboarding them?
A quick guide to help you make the right connection and build the right chemistry with your prospective clients.
by Ravi Samalad Oct 30, 2012
How can IFAs tap young clients?
A few tips for IFAs to reach out to India’s next generation investors.
by Team Cafemutual Oct 27, 2012
How can advisors overcome the challenge of direct plans? – II
In this second series, we present a few solutions from advisors on how to retain clients.
by Ravi Samalad Oct 25, 2012
8 killer myths that Financial Planners believe in and its killing their business
Today, I want to talk about some of the myths, which most financial planners believe in! These myths are destroying their business and stopping them from growing their advisory practice. Let’s talk about them one by one.
by Nandish Desai Oct 24, 2012
How can advisors overcome the challenge of direct plans? – I
Cafemutual speaks to a few experts in this series to find out how IFAs can meet the challenge head-on.
by Ravi Samalad Oct 22, 2012
How can investor awareness programs help IFAs get new clients?
A quick guide on how advisors can conduct investor awareness workshops to expand their client base.
by Ravi Samalad Oct 21, 2012
Is the retail model still attractive for mutual fund advisors?
While some IFAs are beginning to restructure their business models towards High Net worth Individuals (HNIs), those IFAs wishing to build a retail client base are reworking their strategies.
by Ravi Samalad Oct 18, 2012
Bond issues gain acceptance among both advisors and clients
With their fixed returns, the bond issues remain an attractive option for both advisors and investors, finds Ravi Samalad
by Ravi Samalad Sep 6, 2012