‘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.’

‘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.’

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.’

‘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.’