Add the wow factor to your business card
Read on to know key points to make your business card more appealing.
by Kanika Bhargav Apr 27, 2018
Why have a hobby?
Read to find out why advisors should have a hobby.
by Kanika Bhargav Apr 27, 2018
What would happen to your business in your absence?
A white paper published by United Planners Financial Services gives a few tips on how advisors can secure the future of their practice.
by Team Cafemutual Apr 25, 2018
How do you start and end your day?
Ten steps for a fulfilling start and satisfying end to a workday.
by Shreeta Rege Apr 23, 2018
Apps that should be on your smart phone
There are numerous apps available today, but as a financial advisor, find out which are best for your business.
by Kanika Bhargav Apr 20, 2018
Why you need to move your mutual fund business online
Look beyond ease of transaction, use online platforms as a medium to grow your business
by Shreeta Rege Apr 20, 2018
Strengthen your client relationship with these gifts
Here are some gift ideas for your clients.
by Kanika Bhargav Apr 13, 2018
Lessons advisors can learn from Shahenshah of Bollywood
Read on to find out what you can learn from Amitabh Bachchan.
by Kanika Bhargav Apr 13, 2018
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