Business Development

Succession planning: You owe it to your family, clients and team, says Amit Trivedi
Advisors should start thinking about succession planning to safeguard their family and clients against unexpected situations.
by Team Cafemutual Apr 8, 2019
Clients are smarter than us, says Karan Bhagat
At CIFA 2019, Karan Bhagat, MD & CEO, IIFL Wealth shared insights on managing wealthy clients.
by Team Cafemutual Apr 7, 2019
‘The train has left the station, either hop on or stay behind’
The boom in digitization has changed service expectations of investors, said Anuj Kumar, MD & CEO, CAMS.
by Shreeta Rege Apr 5, 2019
Effective WhatsApp tips for winning and retaining clients
Conversation tips to help you establish solid client relationship on WhatsApp.
by Team Cafemutual Feb 18, 2019
Eight winning traits of a successful advisor
On Cafemutual’s eighth anniversary, we bring to you the eight traits of successful advisors.
by Shreeta Rege Dec 21, 2018
How you too can be a financial author
If you want to share your knowledge and insights, here are a few tips to write a book.
by Shreeta Rege Sep 6, 2018
Not KYC it is the time for DYC – delight your customer
Add a wow factor to all client interactions to charm them.
by Shreeta Rege Sep 5, 2018
Tips to maximize your takeaways from a conference
Whatever be your reason for attending a conference, find out how you can make the most of it.
by Team Cafemutual Aug 12, 2018
How to conduct a review meeting with clients
Here are the six steps to follow to make review meetings more engaging.
by Team Cafemutual Jul 30, 2018
How to plan succession for your own business
You should consider these four points to plan a succession of your business.
by Riya Lakhmani Jul 27, 2018
How to convert a prospect into client in the first meeting itself
Read on to know the important steps you need to take to win over a prospect.
by Team Cafemutual Jul 15, 2018
Tips to keep your marketing plan afloat
A white paper released by American Portfolios gives a list of tactics to incorporate into your marketing plan.
by Team Cafemutual Jul 15, 2018
Here is your Facebook strategy to engage with clients
Facebook is a lighthearted platform, characterised by discussion, interaction, and personality.
by Team Cafemutual Jul 2, 2018
Twitter strategies for IFAs
A white paper published by LPL Financial, USA, shows how to leverage Twitter to improve your visibility.
by Team Cafemutual Jun 25, 2018
How to set goals and succeed in business
A white paper released by Wealth Management gives tips on defining and achieving your business objective.
by Team Cafemutual Jun 25, 2018