Your office be like…
While your office needs to reflect your professionalism, give it a personal touch to make your clients feel more comfortable.
by Kanika Bhargav Mar 26, 2018
Ideal email marketing strategy for you
A white paper, published by Distribion, identified the following trends in email performance, based on content type and day of sending.
by Team Cafemutual Mar 23, 2018
How to maintain your online reputation
Here are a few tips to help you keep up a good image on the internet
by Kanika Bhargav Mar 23, 2018
Publish and be sought after
Tailor your media presence according to your target audience
by Team Cafemutual Mar 20, 2018
Last ball, six runs: Learnings from DK’s memorable knock
Nidahas Trophy T-20 finals witnessed a spectacular performance by Dinesh Karthik. Here is what we can learn from his memorable innings.
by Kanika Bhargav and Nishant Patnaik Mar 20, 2018
An opportunity every advisor is missing
Excerpts from PV Subra’s speech at CIFA 2018
by Kanika Bhargav Mar 16, 2018
Tips on how to speak to a prospect over the phone
Read on to find out how you can convert your prospects into clients through a phone call.
by Kanika Bhargav Mar 15, 2018
A 4-step-up guide for LinkedIn
A white paper, published by LPL Financial, USA, shows how to leverage LinkedIn to boost your visibility.
Posted on Mar 6, 2018
How to get yourself found on Google’s first page
A whitepaper titled “The Advisor’s Guide to Digital Marketing”, by LPL Financial, a leading financial services company, shows ways to increase your visibility on the internet.
by Team Cafemutual Mar 3, 2018
‘Let your body do the talking’
Good body language can be developed to make an impact on clients.
by Kanika Bhargav Mar 1, 2018
Ideas to keep your social media profile fresh and engaging
Confused about what to post on your social media page? Read on for some refreshing ideas.
by Kanika Bhargav Feb 27, 2018
Dealing with NRIs
Understanding the needs of NRI clients.
by Team Cafemutual Feb 27, 2018
5 tips for budding IFAs
Read on to find out what strategy a new advisor should follow.
by Kanika Bhargav Feb 27, 2018
Ideal places to hold a client meeting
An important factor that can shape the outcome of your client meetings is the location where you conduct the meeting. Read on to find to select the right place.
by Kanika Bhargav Feb 25, 2018
Try email marketing to attract new clients
A white paper published by LPL Financial, USA, shows how IFAs can use email to their advantage.
by Team Cafemutual Feb 10, 2018