Business Development - Cafemutual.com

Clients with high net worth require a different approach because their goals and needs are different.

by Team Cafemutual Dec 1, 2019

Here’s why IFAs should involve both the spouses in financial planning

If you are the financial advisor to a couple, you will need to recognize the signals and develop the tact to guide them down the path to financial security.

by Vidyut Deshpande Nov 29, 2019

An untapped opportunity for IFAs: Homemakers

A new clan of investors is looking at mutual funds, say many IFAs.

by Vidyut Deshpande Nov 6, 2019

Four common myths about retirement

Here is how you can deal with misconceptions related to retirement planning.

by Bhakti Makwana Oct 31, 2019

The perfect recipe for a successful IAP

We spoke to three financial advisors who have perfected the art of educating clients and acquiring clients through IAPs.

by Bhakti Makwana Oct 31, 2019

8 tips to make client review meetings productive

The annual review meeting is an excellent tool to engage with clients.

by Tata MF's Simply Simple Oct 28, 2019

Seven pillars of financial advisory business

Lessons from Arthashastra for financial advisors.

by Nilesh Soman Jul 12, 2019

Advisors with mobile apps will have a big advantage

The ‘2019 EY Global Wealth Management Research Report’ shows that 41% clients prefer mobile apps for wealth management activities.

by Sridhar Kumar Sahu Jun 25, 2019

How to deal with angry clients

Here is how you can calm the frayed nerves

by Shreeta Rege Jun 21, 2019

Investors want financial planning advice the most during major life events: EY global report

Social media provides a landmine of information about clients: Harness its power to grow your business.

by Shreeta Rege Jun 21, 2019

This Father's Day, advisors share how their fathers inspired them to enter the business

Stories of three IFAs who took up financial advisory business by drawing an inspiration from their father.

by Shreeta Rege Jun 16, 2019

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 8, 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 6, 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