How to help your clients achieve financial goals
Let us discover how these advisors have helped their clients achieve their life goals.
by Team Cafemutual Jul 20, 2018
How these advisors deal with wealthy clients
In the latest series of Principal Times, we asked advisors to share proven practices that have helped them in dealing with wealthy.
by Team Cafemutual Jun 22, 2018
New avatar of SIP: Name it, pause it or do whatever you want
Principal Mutual Fund has introduced a new facility called ‘Super SIP’.
by Team Cafemutual Jun 8, 2018
How these two IFAs targeted young clients to grow client base
While Ahmedabad-based Milind Shah popularly known as ‘Money Bhai’ has shared educational films to attract the second generation of existing clients, Mumbai-based Khyati Mashru conducts workshop for them.
by Team Cafemutual May 20, 2018
‘Here are the two social media activities that has helped me grow business’
Let us see how these advisors grow their business through social media.
Posted on Apr 18, 2018
‘If I had a time machine, I would go back and…’
Let us see what would these advisors do if they have a time machine.
by Team Cafemutual Mar 21, 2018
‘2 things I do to increase my share of client’s wallet’
Let us see what advisors are doing to increase their share of client’s wallet.
by Team Cafemutual Feb 21, 2018
Lessons that I have learnt from my mentor
Leading advisors share the top two lessons that they have learnt from their mentor and how it helped them grow business.
by Team Cafemutual Jan 15, 2018
Principal Mutual Fund to hold an event for distributors
This event will have a helpdesk center to resolve all your queries related to online transaction, setting up an SIP, GST compliance, Aadhaar updation and so on.
by Team Cafemutual Jan 4, 2018
How to deal with difficult questions of your clients?
Meet the winners of ‘Principal Business Champions – Winning solutions’ who shared their secrets of dealing with tough questions from their clients.
by Team Cafemutual Dec 4, 2017
Proven ideas to retain clients
Meet the winners of ‘Principal Business Champions – Winning retention strategies’ who shared their client retention strategies to grow business.
by Team Cafemutual Nov 8, 2017