How to get yourself found on Google’s first page
A whitepaper titled “The Advisor’s Guide to Digital Marketing”, by LPL Financial, a leading financial services company, shows ways to increase your visibility on the internet.
by Team Cafemutual Mar 3, 2018
‘Let your body do the talking’
Good body language can be developed to make an impact on clients.
by Kanika Bhargav Mar 1, 2018
Ideas to keep your social media profile fresh and engaging
Confused about what to post on your social media page? Read on for some refreshing ideas.
by Kanika Bhargav Feb 27, 2018
Dealing with NRIs
Understanding the needs of NRI clients.
by Team Cafemutual Feb 27, 2018
5 tips for budding IFAs
Read on to find out what strategy a new advisor should follow.
by Kanika Bhargav Feb 26, 2018
Ideal places to hold a client meeting
An important factor that can shape the outcome of your client meetings is the location where you conduct the meeting. Read on to find to select the right place.
by Kanika Bhargav Feb 24, 2018
Try email marketing to attract new clients
A white paper published by LPL Financial, USA, shows how IFAs can use email to their advantage.
by Team Cafemutual Feb 9, 2018
Five tips for an effective presentation to clients
These tips will ensure that your clients listen to what you have to say.
by Kanika Bhargav Jan 29, 2018
Valuable tips on advising millennials
Read on to find out the common challenges of advising millennials and tips to overcome them
by Team Cafemutual Jan 24, 2018
What do you do if your client’s income is irregular?
Advisors believe such investors should invest in a systematic manner.
by Padmaja Choudhury Jan 19, 2018
What not to do on twitter
5 common mistakes advisors make on twitter and why they must avoid them.
by Team Cafemutual Jan 18, 2018
Finding your niche
A few tips on how advisors can identify their niche
by Daya Ragunathan Jan 12, 2018
How to help your clients plan for their ‘second acts’
A key focus of IFAs is on doing retirement planning for their clients. But what if your client is not planning to retire?
by Team Cafemutual Jan 6, 2018
How I stay on top of my game
Find out what these advisors do to remain on top of the advisory business.
by Team Cafemutual Jan 2, 2018
What is the appropriate dress code for financial advisors?
Read on to know how to dress up while meeting a client.
by Kanika Bhargav Jan 1, 2018