Business Development

How technology will help advisors 10 years down the line

by Darshita ShahDec 7, 2016

'Providing holistic solutions has helped me charge fee'

Rajesh Chheda of Finance Factory shares his experience of charging fees from clients.

by Banali BanerjeeDec 7, 2016

Encourage your clients to have ‘money talk’ with their family

Many parents are still not prepared to educate their children about wealth, savings and investments. Here is how you can help clients break the money silence at their home.

by Banali BanerjeeDec 5, 2016

Is consuming too much financial news good for your clients?

Frequent buying and selling at inappropriate times is mostly due to overreactions driven by headlines from the financial media, says a white paper by Nationwide.

by Darshita ShahDec 3, 2016

‘RIA model is here to stay in India, you have to decide how to charge fee’

Mimi Partha Sarathy, Founder & Managing Director, Sinhasi Consultants shares her experience of charging fees from clients.

by Banali BanerjeeNov 26, 2016

‘Depending only on referral will limit your business growth’

In this series, we will talk about how advisors are acquiring new clients apart from referrals. We spoke to two leading advisers Vishal Dhawan and Ritesh Sheth to understand how they acquire new clients.

by Darshita ShahNov 22, 2016

Communication is the key to fill gaps

Ashish Modani and Shyam Sunder talk about the books which helped them in their practice.

by Darshita ShahNov 16, 2016

‘The fee-phobia is more in the minds of advisers than investors’

Col (Retd) Sanjeev Govila, Founder of Hum Fauji Initiatives shares how he started charging fee and why IFAs should adopt a fee based model.

by Banali BanerjeeNov 10, 2016

The book that teaches you to turn a crisis into success

Srikant Matrubai and Nitin Vete talk about the book which helped them in their practice and what they learned from it.

by Darshita ShahOct 28, 2016

‘People buy relationships from people and not just products’

Khyati Mashru and Melvin Joseph talk about the book which helped them in their practice what they learned from it.

by Darshita ShahOct 25, 2016

‘New advisers can start with a lower fee structure’

Kavitha Menon shares how she started charging fee and why it is important to have conviction while asking for fees from clients.

by Banali BanerjeeOct 20, 2016

‘It is not true that people are not willing to pay fees. We are afraid to ask'

This series will feature advisers who charge fee from their clients. In the first series, Suresh Sadagopan, Founder of Ladder7 Advisories narrates how he started charging fee, what problems he faced and how he tackled them.

by Banali BanerjeeOct 15, 2016

AMCs should create a community of ‘missionaries’ to evangelize the cause of mutual funds

Here are the key highlights of the panel discussion on ‘Is investor awareness the magic bullet?’ held recently at Cafemutual Confluence 2016 in Mumbai.

by Team Cafemutual Oct 6, 2016

Are you using #hashtags the right way?

Advisers can use hashtags to reach out to prospects on social media who are actually looking for your services.

by Banali BanerjeeSep 28, 2016

‘Clients trust women advisers more than men’

Continuing with our series on ‘Secrets of successful women advisers’, we profile Mimi Partha Sarathy and Jennifer Mendes who share their success mantras and what has helped them excel in this profession.

by Banali BanerjeeSep 28, 2016

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