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Business Development

Are you using #hashtags the right way?
Advisers can use hashtags to reach out to prospects on social media who are actually looking for your services.
by Banali Banerjee Sep 28, 2016
‘Clients trust women advisers more than men’
Continuing with our series on ‘Secrets of successful women advisers’, we profile Mimi Partha Sarathy and Jennifer Mendes who share their success mantras and what has helped them excel in this profession.
by Banali Banerjee Sep 28, 2016
‘Failure is necessary to taste success’
Nisreen Mamaji and Shyam Sunder share the best advice they ever got which helped them succeed as advisers.
by Darshita Shah Sep 23, 2016
‘Women make better advisers’
Jalpa Broker and Anita Kanbargi share what has helped them succeed as advisers.
by Banali Banerjee Sep 22, 2016
‘Don’t start a conversation with investor with products’
Vatsal Shah and Ashish Modani share the best advice they ever got which helped them succeed as advisers.
by Darshita Shah Sep 19, 2016
‘No client is big or small’
Hiten Shah and Pranav Patel share the best advice they ever got which helped them succeed as advisers.
by Darshita Shah Sep 16, 2016
The best advice I ever got
Manoj Chahar and Vinayak Sapre talk about the best advice they ever got.
by Darshita Shah Sep 14, 2016
‘Asking for fee from clients is not a sin’
Kavitha Menon and Nisreen Mamaji share their secret mantras and what helped them to succeed in the advisory profession.
by Banali Banerjee Sep 14, 2016
‘My biggest mistake was recommending sector funds’
Bharat Bagla and Anita Kanbargi share their biggest mistakes and what they learned from it.
by Darshita Shah Sep 9, 2016
‘My first client flew from Bahrain to India to seek my advice’
Kalpana Sheth and Srikanth Matrubai talk about how they got their first client and what they learned from that experience.
by Darshita Shah Sep 7, 2016
‘My biggest mistake was to suggest thematic funds to my clients’
Nikhil Thakker and Jigisha Shah share what lessons they learned from their mistakes.
by Banali Banerjee Sep 3, 2016
‘My first client taught me to be patient’
Hiten Shah and Viral Bhatt share their experiences with their first client and what helped them to improve their business.
by Banali Banerjee Aug 26, 2016
‘Stick to the business for the first 1000 days’
D. Muthukrishnan and Hemant Rustogi share the best advice they ever got which helped them succeed as advisers.
by Banali Banerjee Aug 22, 2016
HNIs prefer using Facebook to communicate with their advisers: Spectrem report
HNIs who consult with a financial adviser check their Facebook pages more than other social networks, shows a Spectrem report.
by Team Cafemutual Aug 20, 2016
Clients consider ‘trusted referral’ as the primary reason for choosing financial adviser
An AFA study states that consumers who do not have a trusted referral to a financial adviser and who don’t have a financial adviser in their network are reluctant to engage in financial advice.
by Team Cafemutual Aug 19, 2016