‘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
How should IFAs use social media
Read on to find out how you can acquire clients through social media.
by Team Cafemutual Aug 1, 2016
4 steps to acquire clients like a pro
Here are the four steps to maximize the productivity of your prospect meetings.
by Team Cafemutual Jul 30, 2016
‘Keep the habit of learning and reading continuously’
Zankhana Shah and Khyateey Dutt share their secret mantras and what helped them to succeed in the advisory profession.
by Banali Banerjee Jul 29, 2016
How can you be the trusted adviser?
The whitepaper ‘The Trusted Adviser’ shows that trust between adviser and client is vital and what is required to earn the client’s trust.
by Team Cafemutual Jul 28, 2016
‘My first client was a 70-year-old lady’
Deepesh Mehta and Rajesh Hattangady recall the memories of their first client and how it has helped them to grow their business.
by Banali Banerjee Jul 26, 2016
How can IFAs build a SEO friendly website?
An independent survey shows that many people make buying decisions based on what they find online before meeting any adviser. So make sure that your website is impressive.
by Team Cafemutual Jul 22, 2016
‘Misinterpreting client brief was one of my biggest mistakes’
Nisreen Mamaji, Mimi Parthasarathy and Anup Bhaiya share the mistakes that helped them evolve in the advisory journey.
by Banali Banerjee Jul 19, 2016