From an initial Rs 20,000, my first client’s portfolio is worth Rs 75 lakh!
Owning up to your errors will cement an advisor-client relationship, says Shashi Verma, a Kolkata-based IFA.
by Pallabika May 28, 2012
Winning client trust is a function of competence and integrity
Advisors need to have both competence and integrity to earn the trust of their clients...
by Team Cafemutual May 17, 2012
SWP as a tax-efficient way of earning retirement benefits
Dilshad Billimoria of Dilzer Consultants shows you how SWP can help your clients to obtain that optimum amount of income...
by Dilshad Billimoria May 16, 2012
Generate Rs. 120 crore from your advisory business in just 25 years!
Malhar Majumder from Gliese Consulting tells you how to structure your advisory business in a systematic manner for great returns.
by Malhar Majumder May 9, 2012
Rajesh Krishnamoorthy points to the big opportunities outside India that can be tapped profitably by the Indian advisor
by Rajesh Krishnamoorthy, iFAST Financial India May 6, 2012
Give your client a guarantee to grow your business!
Intrigued? Read on to find out what Vipin Khandelwal, Founder and CEO, Learning Infinite wants you to guarantee...
by Vipin Khandelwal Apr 9, 2012
7 best practices of successful financial advisors
One reason why some advisors are more successful than others is that they consistently follow certain effective business practices. Here is a set of time-tested practices that should be followed by every advisor to achieve greater success in the financial advisory business.
by Vibha Mar 20, 2012
Client centeredness: The ultimate recipe for success
In this article, we discuss why adopting a client-centered approach is so important to be a successful financial advisor.
by Vibha Mar 7, 2012
Powerful tips and advice to help you grow your business.
by Team Cafemutual Jan 20, 2012
7 New Year Resolutions of a Successful Advisor
Extracts from the diary of a successful advisor, reproduced here so that we too can learn and get inspired.
by Team Cafemutual Jan 6, 2012
How do IFAs benefit by social media?
Once regarded as mere entertainment portals, social media like Facebook, Linkedin and Twitter are helping IFAs who know how to use them in many ways
by jayshree Nov 22, 2011
Bundling products can help you increase your business
Bundling multiple products in a single bundle can increase productivity and business, says Jigar Parekh, CFP and Zonal Head of Prudent CAS
by Jigar Parekh Nov 14, 2011
Improve your productivity to increase your profits
You can improve your productivity by reviewing and analyzing your activities, says Amit Trivedi of Karmayog Knowledge Academy
by Amit Trivedi Nov 13, 2011
How to turn adversity into an advantage
Umesh Aggarwal, Certified Financial Planner, believes that IFAs can succeed by upgrading themselves and shares a few thoughts on it
by Umesh Aggarwal Oct 26, 2011
Small savings committee proposes to restructure agent commission
The report by finance ministry’s committee on small savings recommends either reducing or completely abolishing the commission paid to agents on various small savings schemes
by Team Cafemutual Oct 19, 2011