Why do clients refer you?
by Banali Banerjee Apr 15, 2016
Value add! Are your clients aware?
Often, clients are unaware of what value add advisors do. Thus, it is imperative that advisors clearly demonstrate what value they add by communicating with them effectively.
Posted on Apr 15, 2016
Why SEO is important for IFAs
SEO is a process of improving the visibility of your website on search engines like Google, Bing, Yahoo, etc. Read on to know how to get traffic on your website through SEO.
by Team Cafemutual Apr 13, 2016
3 pillars to strengthen your practice
A report by Wells Fargo Advantage Funds, a US based AMC, throws light on the three pillars that you can use to strengthen the foundation of your practice and build your strong base while communicating with clients.
by Team Cafemutual Apr 12, 2016
How to develop a marketing plan around your best clients
A whitepaper published by Cadaret Grant, a broker/dealer based in US, shares interesting insights on how advisors can develop a niche marketing plan for their best clients.
by Team Cafemutual Apr 7, 2016
Worried about acquiring clients? Focus on creating social relationship with prospects
A survey shows that advisors who established both a business and social relationship with an affluent client enjoyed more trust than advisors who had only a business relationship.
by Banali Banerjee Apr 6, 2016
What does the modern investor expect from IFAs?
The modern investor wants financial advisors to use newer technologies in managing their money and play an effective role while making investment decisions.
by Team Cafemutual Apr 2, 2016
5 simple and effective social media tips for IFAs to engage with clients
A whitepaper published by Securian Financial Services, a US based Registered Investment Advisory firm, gives five social media tips for IFAs to engage with their clients.
by Securian Financial Services Mar 31, 2016
How can IFAs create an effective mobile marketing strategy?
According to IBM research, mobile email clicks were up 23% in 2015. Read on to find out how you can increase client engagement through mobile phones using these simple tips.
by Team Cafemutual Mar 30, 2016
How to tap Gen-Y clients
A whitepaper on ‘Gen Y is ready to invest…Are you ready to advise them?’ gives recommendations to advisors on how to tap millennials and engage with them.
by Banali Banerjee Mar 23, 2016
What successful advisors do to attract wealthy clients?
A whitepaper on ‘Marketing tactics of elite advisors’ shows what elite advisors are doing to attract and retain wealthy clients.
by Banali Banerjee Mar 23, 2016
Robo Advisors will not overpower traditional IFAs for the next 10 years: Survey
In 2025, financial advisors will spend most of their time cultivating existing relationships through in-person meetings even with the increase in robo-services.
by Banali Banerjee Mar 3, 2016
Advisors value fund factsheets and thought leadership articles more than product pitches: Survey
Most advisors were interested in a broad range of value added program topics, with economic and market insights ranking as most interesting and alternative investments ranked the least interesting, finds a wealthmanagement.com and FUSE research survey.
by Banali Banerjee Feb 9, 2016
6 things advisors should do to acquire more clients
A whitepaper released by SEI gives insights on what advisors should do to strengthen and grow their business.
by Team Cafemutual Feb 8, 2016