Business Development

‘Failure is necessary to taste success’

Nisreen Mamaji and Shyam Sunder share the best advice they ever got which helped them succeed as advisers.

by Darshita ShahSep 23, 2016

‘Women make better advisers’

Jalpa Broker and Anita Kanbargi share what has helped them succeed as advisers.

by Banali BanerjeeSep 22, 2016

‘Don’t start a conversation with investor with products’

Vatsal Shah and Ashish Modani share the best advice they ever got which helped them succeed as advisers.

by Darshita ShahSep 20, 2016

‘No client is big or small’

Hiten Shah and Pranav Patel share the best advice they ever got which helped them succeed as advisers.

by Darshita ShahSep 17, 2016

The best advice I ever got

Manoj Chahar and Vinayak Sapre talk about the best advice they ever got.

by Darshita ShahSep 15, 2016

‘Asking for fee from clients is not a sin’

Kavitha Menon and Nisreen Mamaji share their secret mantras and what helped them to succeed in the advisory profession.

by Banali BanerjeeSep 15, 2016

‘My biggest mistake was recommending sector funds’

Bharat Bagla and Anita Kanbargi share their biggest mistakes and what they learned from it.

by Darshita ShahSep 10, 2016

‘My first client flew from Bahrain to India to seek my advice’

Kalpana Sheth and Srikanth Matrubai talk about how they got their first client and what they learned from that experience.

by Darshita ShahSep 7, 2016

‘My biggest mistake was to suggest thematic funds to my clients’

Nikhil Thakker and Jigisha Shah share what lessons they learned from their mistakes.

by Banali BanerjeeSep 3, 2016

‘My first client taught me to be patient’

Hiten Shah and Viral Bhatt share their experiences with their first client and what helped them to improve their business.

by Banali BanerjeeAug 26, 2016

‘Stick to the business for the first 1000 days’

D. Muthukrishnan and Hemant Rustogi share the best advice they ever got which helped them succeed as advisers.

by Banali BanerjeeAug 23, 2016

HNIs prefer using Facebook to communicate with their advisers: Spectrem report

HNIs who consult with a financial adviser check their Facebook pages more than other social networks, shows a Spectrem report.

by Team Cafemutual Aug 20, 2016

Clients consider ‘trusted referral’ as the primary reason for choosing financial adviser

An AFA study states that consumers who do not have a trusted referral to a financial adviser and who don’t have a financial adviser in their network are reluctant to engage in financial advice.

by Team Cafemutual Aug 19, 2016

How should IFAs use social media

Read on to find out how you can acquire clients through social media.

by Team Cafemutual Aug 1, 2016

4 steps to acquire clients like a pro

Here are the four steps to maximize the productivity of your prospect meetings.

by Team Cafemutual Jul 30, 2016

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