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
‘One of my client advised me to charge fee’
Lovaii Navlakhi and Monish Mehta share the best advice they ever got which helped them improve their practise.
by Banali Banerjee Jul 14, 2016
Secrets of successful women advisers
Deepali Sen and Sangeeta Jhaveri share how they turned financial advisors and what has helped them excel.
by Banali Banerjee Jul 13, 2016
How well do you articulate your value?
Read on to find out how advisors can articulate and communicate their value proposition to their prospects.
by Team Cafemutual Jul 11, 2016
The best advice I ever got
M S Shabbir and Ramesh Bhat talk about the best advice they ever got which helped them succeed in their practise.
by Banali Banerjee Jul 8, 2016
Make your client the hero
Stories are critical in communicating your value proposition and your differentiator.
by Stephen Wershing Jul 8, 2016
Useful tips to attract new clients through LinkedIn
A whitepaper by LPL Financial, an US based investment consultant company, shows why successful advisors are using LinkedIn to identify business opportunities, deepen relationships and generate leads that can help increase revenue and drive practice growth.
by Team Cafemutual Jul 7, 2016