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How can I help my clients with retirement planning?
How do I retain my existing clientele and make them more profitable?
How do I acquire clients?
How do I use seminar marketing to reach out to my prospects?
How will an effective communication strategy help me in client management?
How can technology help me grow my business 5x in 5 years?
Well, if these questions have been on your mind lately, find the answers in
‘Smart Ideas and Advice to Help IFAs Grow Business’.
A compilation of the best articles from your trusted website,, all the articles have been updated in today’s context and rewritten to add useful takeaways. This book is definitely a collector’s item that will be a frequent reference point – not just a one-time read!
Written for the practitioner; avoids academic mumbo-jumbo
Best international practices to help you modernize your practice and stay ahead
Sharp ideas to give you an edge with your social mediapresence
Tips and advice on how to win clients across categories such as HNIs, celebrities, NRIs and women
‘If you are an advisor looking to grow your business, read this compilation of articles from Cafemutual. filled with clear actionables, both big and small, it will start improving your business from tomorrow.’
Anup Bagchi,Executive Director and Head of Retail Banking, ICICI Bank
‘In such a fast changing world how can an IFA not just survive but grow and prosper? Well here is a book with some practical tips and wisdom of some of India’s top trainers and IFAs to help you along the way. Whether you are a new advisor or a senior wanting to brush your basics, this is a good place to start.’
P V Subramanyan, Blogger & Author
‘This book is a compilation of a comprehensive collection of practical and useful ideas and practices which would help financial advisers immensely to take their practice to the next level.’
Neeraj Choksi, Jt. Managing Director, NJ India
‘Over the past few years, Cafemutual has become the definitive voice and ideas hub for the Indian financial advisory fraternity. As the financial advisory industry continues to go through significant structural and intellectual changes, this book is a sound guide on how to build an advisory business keeping the investor at the core.’
Vivek Law, Co-founder and Editor-in-Chief, Investonomix
Here is a helpful compendium of ideas to help advisors. It covers a comprehensive range of subjects from how to start their business, nurture & grow it as well as how to engage with the clients, using technology as a value lever etc., to smoothly enable the advisor to glide to higher planes in the business. This is going to be a very useful handbook & invaluable companion to the advisory community.’
Suresh Sadagopan, Founder, Ladder7 Financial Advisories
Sincerity, dedication and tremendous passion are reflected in everything that Cafemutual does. And it shows in this compilation, Best of Cafemutual. Full of insights and actionable points, this is essential reading for any advisor wanting to grow his business.’
Rajiv Bajaj, Vice Chairman & Managing Director, Bajaj Capital
‘Rarely are books which can help financial advisors to hone their advisory skills published. Though it is true that DIY book has potential of getting large number of customers, it is books like these, that will in reality benefit public in general by producing advisors who will give more client centric advice. The book has covered several facets of advisory practices. The key takeaway at the end of the chapter should be pasted on the screens of the advisor for daily reminder of good practices.’
Gaurav Mashruwala, Founder, A Cutting Edge
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Our web site is meant for advisors and distributors of mutual funds, insurance and other financial products. The web site seeks to empower them with relevant news, knowledge and ideas so that they are able to grow and adopt higher professional standards.
Cafemutual conducts 3 events annually - Cafemutual Confluence, Cafemutual IFA Event and Cafemutual Conference: Wealth management, each one with a clear focus of helping the distributors grow their business.
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