www.cafemutual.com
TURBO
CHARGE YOUR
BUSINESS
Which methods can I adopt to acquire clients, besides referrals?
How do I handle my client's emotions during market fluctuations?
How can I negotiate the brokerage when dealing with AMCs?
What do I do when my fund recommendation goes wrong?
How do I use social media to engage with my clients?
If you are grappling with
questions like these,
'Turbo charge your business'
is the answer for you.
Divided in 8 sections, the book is a solid reference guide with the most powerful ideas to help you boost your business!
HOW WILL THIS BOOK HELP ME?
  • Ideas on client acquisition and retention
  • Tips on getting business from inactive clients, segmenting clients and dealing with emotions and moods of clients
  • Insights on managing business with effective marketing tools and overcoming common mistakes
  • Strategies to reduce costs and make effective business plan in an era of trail commission
  • Guidance on operational aspects of business - ARN/EUIN renewals, transferring assets and claiming withheld commission
  • Tips on managing teams and dealing with AMCs
  • Takeaways on diversifying offerings, consolidating business and leveraging technology
  • WHAT IS UNIQUE ABOUT THIS BOOK?
  • Relevant topics that are critical to your business
  • Jargon free writing for better understanding of the concepts and ideas
  • Actionable takeaways after each chapter for quick reference
  • WHAT ARE THE THOUGHT LEADERS SAYING...
    I have always been a great admirer of the book series from Cafemutual. This book is an easy to learn and a must have reference guide for those aspiring to have a foothold in the financial advisory segment. From acquiring clients, to managing operations, to preparing for future, this book answers a whole range questions of the IFAs and makes the advice simple, practical and easy to implement. Kudos to Cafemutual for their dedication to serve the IFA community and their commitment to continuously improve the standards by bringing in wealth of knowledge together. I wish Cafemutual and its readers all the best in their quest for learning and growth.
    Nilesh Shah, MD & CEO, Kotak Mutual Fund
    A ready- reckoner for anyone looking to take their business notches higher. In fact, it is a well-researched and easy to understand guide that will help you in every turn of your business.
    Kailash Kulkarni, CEO, L&T Mutual Fund
    'Turbo charge your business' book by Cafemutual is a must read for all advisors who are keen and serious in growing their businesses. It is loaded with simple yet powerful ideas to improve their business while keeping the client in focus. For financial planners it has many actionable that will help them strengthen their proposition with key stakeholders. The book through its dedicated sections has touched upon some of the softer aspects of the IFA business, which is a refreshing change.
    Nimesh Shah, MD & CEO, ICICI Prudential Mutual Fund
    The book very precisely narrates a step-by-step process on how IFAs should grow their business right from operational aspects to client management. It gives actionable and valuable insights into the advisory business and ways to develop it. Besides, the efforts to exclude the jargon and explain it in an uncomplicated manner are commendable.
    Ashish Modani, SLA Financial Solutions, Jaipur
    The mutual fund industry is undergoing transformational change, which is redefining the way the industry operates. With margin reduction and new online business models looking to disrupt, individual distributors are witnessing significant challenges to their established practice. However, within this disruption lies the opportunity. Agile and enterprising distributors are reconfiguring their businesses to meet rising investor and regulatory expectations. In this context, ‘Turbo Charge Your Business’ offers an insightful path for new as well as established distributors to introspect and realign their businesses to today’s reality. This is a must-read for anyone looking to build and sustain their fund distribution business."
    Vishal Kapoor, CEO, IDFC Mutual Fund
    For new advisors, this book gives refreshingly pragmatic advice to grow business. For experienced advisors, this is a well-structured manual to refer the basics.
    Nilesh Shah, President, Karnataka Association of Mutual Fund Advisors
    It is always a privilege to be associated with Cafemutual for the pioneering work you have been doing for the mutual fund industry at large and for developing a knowledge-based platform for the advisor community in particular. ‘Turbo Charge Your Business’ is exactly what the doctor prescribed for the IFA community in order to be future ready in the fast-changing distribution landscape. While there is an abundance of books and reading material available for investors, there is a dearth of books when it comes to distributors. Cafémutual, over its many years of existence, has consistently strived to raise the bar on professional standards for distributors in the industry and this book only complements that cause. I recommend ‘Turbo Charge Your Business’ as a must read for all mutual fund practitioners with its comprehensive coverage of areas across business development, practice, client management and more. Both large and small IFAs including entry level will find the relevant ammunition in this book to grow their business. While I found every chapter added immense value, two of my favourite were ‘Managing Business’ and ‘Getting Prepared for the Future’. I also liked the ‘Hinglish’ way of communicating and use of contemporary Hindi phrases from Bollywood, wherever relevant. Many congratulations to Cafemutual on the launch of your third book in this space and best wishes for many more. “People will forget what you said, people will forget what you did, but people will never forget how you
    Peshotan Dastoor, National Sales Director, Franklin Templeton Asset Management (India)
    I was very happy to go through the latest publication from Cafemutual - Turbo charge your business, designed to further improve the practices of IFAs and MFDs. I am thoroughly impressed with the presentation and the lucid language. The connects like ‘ Being observant like Byomkesh Bakshi’, ‘Mere Dil me aaj kya hai..’, Are Diwano, muze pehchano..(telling your story) prompt you to read further with interest. This book is a must read and must have in every MFD’s personal library.
    Bhushan Mahajan, Founder Director and past president PIFAA
    Cafemutual’s new book “Turbo charge your business” is a comprehensive book which is beautifully articulated and is useful for distributors to grow their business. It covers everything from how to handle various client categories to setting up an office. Advisors can refer to this book to gain insights, ideas and best practices to grow business.
    Sadashiv Phene, Mumbai
    I recommend every advisor to read Cafemutual’s new book “Turbo charge your business” as it is very practical and useful for all advisors. The book is a guide for financial advisors to grow business and overcome operational hurdles. The language is easy to understand and brings more clarity.
    Ramesh Bhat, Aniram, Chennai
    Since inception, Cafemutual has always been revered by IFAs for providing relevant news and views related to their business and I consider this book to be another symbol of your commitment to them. What I liked most about it, is that it immediately cuts to the chase, without beating round the bush. Not a single page deviates from its promise of helping Partners turbo-charge their business. From enlightening readers on relatively new topics like Emotional Intelligence and effective Social Media presence to providing practical guidance on office set-up and online renewal of ARN, this book covers it all. I am confident that many IFAs will keep this book within close reach during the year ahead.
    Mr. Neil Parikh, CEO PPFAS
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