Business Development

Four tips to help IFAs create an appealing newsletter

Make the subject line of your newsletter interesting to grab the attention of your audience.

by Rosevina GonsalvesMar 10, 2017

How these advisers are leveraging social media to grow business

We spoke to a few financial advisers who are active on social media to understand how they are using it to grow business.

by Priyaa VenkataramanMar 10, 2017

‘The Magic of Thinking Big is truly inspiring’

Sachin Kharate and Vinod Jain talk about the books, which helped them in their profession and what they have learned from it.

by Team Cafemutual Feb 23, 2017

“Better employees create better clients”

Leading IFAs discuss how they have benefited from training and development programs for their employees.

by Daya RFeb 23, 2017

Three simple tips to promote ELSS

Read on to find how leading advisers market ELSS during tax season.

by Priyaa VenkataramanFeb 22, 2017

How to get a bigger wallet share from your client

Here are some insights on how advisors are growing their wallet share from existing customers to acquiring new clients.

by Priyaa VenkataramanFeb 21, 2017

How to stay in constant touch to retain clients

Here’s how leading advisers keep in touch with their clients to grow business.

by Priyaa VenkataramanFeb 16, 2017

‘Think beyond referrals to grow business’

Depending only on referrals can limit your growth. Here’s what leading advisers are doing to acquire new clients apart from referrals.

by Priyaa VenkataramanFeb 16, 2017

‘Investing in technology can help increase client base’

We spoke to two leading financial advisers of Mumbai to understand how they are going about acquiring new clients apart from referrals.

by Priyaa VenkataramanFeb 11, 2017

‘Don’t complicate your investment strategy’

Deepesh Mehta and Nitin Patel talk about the books that influenced them the most and helped them grow.

by Team Cafemutual Feb 11, 2017

‘If you can’t tell, you can’t sell it’

Manoj Chahar and Dilshad Billimoria share with us their favourite books and what they learned from it

by Darshita ShahFeb 4, 2017

‘Clients give your referrals once they start trusting you’

Continuing with our series on the 'Best advice I ever got', Nitin Patel tells us how he learnt that equity was meant only for the long term while Madhu Sudan Uppal find out the three golden rules to build and earn client trust.

by Darshita ShahFeb 1, 2017

‘I am able to convert 35% of audience to be my clients!'

Maharashtra based Sachin Kharate uses interesting topics for IAPs while U.P based Virendr Pal Singh pitches SIP. They share their approach for conducting successful IAPs.

by Darshita shahJan 27, 2017

How I started charging a fee

Yogin Sabnis of VSK Financial Consultancy shares how he started charging fee and why IFAs should adopt a fee-based model.

by Darshita shahJan 25, 2017

‘An advisor should change his laptop every 3 years’

Gujarat based Nikhil Thakker has learned how to segment his clientele while Mumbai based Jayant Vidwans has learned that an advisor should constantly upgrade technology to beat the competition.

by Darshita shahJan 25, 2017

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