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  • Business Development

    Advisors should shift their focus to women and millennials clients to grow business
    A white paper published by Wealth Management titled “Changing Demographics” says advisors need to cater to women and millennials to grab a pie of the fastest-growing market.
    by Team Cafemutual Sep 16, 2017
    Six steps to optimize your LinkedIn presence
    Here is a primer on how to use Linkedin effectively to target working professionals.
    by Daya Ragunathan Sep 16, 2017
    Twitter tips to grow your business
    Eight features of twitter that advisors can use to optimize their social media presence.
    by Daya Ragunathan Sep 14, 2017
    Four Yoga asanas for advisors
    These simple yoga asanas can be practiced anywhere, anytime.
    by Daya Ragunathan Sep 14, 2017
    Lessons to learn from Bollywood movies
    Here are some important lessons advisors can learn from Bollywood.
    by Daya Ragunathan Sep 13, 2017
    Tips to optimize your Facebook page
    Wondering how to use your Facebook page to attract clients? These tips will help you make your Facebook page appealing.
    by Daya Ragunathan Sep 12, 2017
    Here is how to deal with difficult clients
    Leading advisors give tips on how to identify problematic clients and deal with them.
    by Daya Ragunathan Sep 1, 2017
    Why focussing on grandparents makes sense
    A whitepaper by Cadret Grant talks about the ways in which advisors can increase their business by approaching new grandparents.
    by Team Cafemutual Aug 25, 2017
    Three steps to deal to with spendthrift clients
    How to inculcate saving habit in clients who love to spend
    by Daya Ragunathan Aug 18, 2017
    Overcoming the challenges in managing people’s money
    Read on to find a few practical tips to enhance client relationships and grow your business.
    by Daya Ragunathan Aug 18, 2017
    Being financially independent
    Find out how you can help various categories of clients achieve financial independence.
    by Daya Ragunathan Aug 16, 2017
    Top reasons to avoid funds
    Advisors disclose what makes them vary of a fund.
    by Daya Ragunathan Aug 12, 2017
    What top advisors look for when they hire
    Hiring the right talent is crucial for the development of any company. Here is a quick guide to hire the right employee.
    by Daya Ragunathan Aug 12, 2017
    How to manage client expectations during market rally
    Read on to find out how these advisors are managing their client expectations in the current market rally.
    by Daya Ragunathan Aug 12, 2017
    How I learn and gain knowledge
    Let us understand how advisors keep upgrading their knowledge.
    by Daya Ragunathan Aug 12, 2017
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.