Business Development

Questions advisors should ask themselves

US based advisory firm Edward Jones recommends a four step business-planning process for advisers to grow business.

by Team Cafemutual Jan 24, 2017

10 books that every advisor must read!

Here are 10 books which are filled with great ideas and concepts to help you sharpen your skills and your practice.

by Team Cafemutual Jan 24, 2017

How I conduct my IAPs

Maharashtra based Abhay Dandekar and Gujarat based Mukesh Patel share with us how they conduct IAPs.

by Darshita ShahJan 21, 2017

Betterment CEO’s advice for Indian advisers to grow business

Jonathan B Stein, Founder and CEO, Betterment spoke about the future of financial advice at India Investment Conference organised by CFA Society India and CFA Institute in Mumbai.

by Nishant PatnaikJan 16, 2017

‘My strategy is to expand my business by promoting value averaging investing plan’

Vinod Jain says that he will conduct more advisors training program in 2017 while Kirit Shah says he plans to expand business through value average investment plans.

by Darshita ShahJan 14, 2017

‘Get organized to achieve work life balance’

Bangalore based Deepesh Mehta has learned how making a to-do list can help IFAs manage time efficiently while Nashik based Sachin Kharate learnt that a goal based approach made his clients stay put for the long term.

by Darshita shahJan 13, 2017

‘My aim is to acquire 100 like-minded clients this year’

Khyati Mashru says she plans to acquire 100 new clients this year while Kevin Michael will start advising on loans to his clients.

by Darshita ShahJan 7, 2017

‘Stuck with his loss in direct equity, the client turned to me for advise’

Ajay Kale and Imran Gilani recall the memories of acquiring their first MF clients and how this experience has helped them in their practice.

by Darshita ShahJan 4, 2017

How to write blogs like a pro

A recent white paper published by Advisor Websites gave four simple tips to write blogs effectively.

by Team Cafemutual Jan 1, 2017

Memories and learnings of IFAs in 2016

Nisreen Mamaji learned not to be complacent while Hiten Shah earned a few certifications which proved to be beneficial for his practice in 2016.

by Darshita shahDec 31, 2016

Top IFAs reveal their 2017 strategy!

Vinayak Sapre, Yogita Dand, Srikanth Matrubai and Dilshad Billimoria share their plans and strategies to grow their business in 2017.

by Darshita shahDec 31, 2016

How these advisors plan to grow business in 2017

Shifali Satsangee says she will launch an app for her clients while Sadashiv Phene plans to tap the retail market by conducing investor awareness programs (IAPs) in B15 cities.

by Darshita ShahDec 30, 2016

I have learned not to get swayed by the bandwagon effect

It is important to apply your past learnings while making your goals for 2017. We ask leading advisors what were their biggest learnings in 2016.

by Darshita shahDec 29, 2016

What IFAs learned in 2016

Nashik based advisor Ajay Kale and Delhi based advisor Pawan Gupta recall their learnings and achievements of 2016.

by Darshita ShahDec 24, 2016

‘Success comes from serving untapped markets, not beating competition’

Rohit Shah, Founder and CEO, Getting You Rich and Belgaum based IFA Datta Kanbargi talk about the books which helped them in their practice.

by Darshita ShahDec 9, 2016