How women financial advisors can make it big in advisory profession
Read on to find the benefits and challenges of advisory business for women and how they can make it big in this male dominated profession.
by Banali Banerjee Oct 19, 2015
Facebook most widely used media by affluent investors
Among all age groups, Facebook is the most widely used platform by the ultra-rich.
by Team Cafemutual Oct 17, 2015
How to deal with family members who are your clients
Read on to find out the best way to deal with family members who are your clients.
by Banali Banerjee Oct 15, 2015
How to improve your face-to-face client meetings, blogs and newsletters
Read on to find out how you can make your face-to-face client meetings more productive and improve the quality of your blogs & newsletters.
by Ravi Samalad Oct 13, 2015
How quickly should advisors respond to their HNI clients?
The survey revealed that more than one-quarter of millionaire and one-third of UHNW respondents say that they want a response to a phone call in two hours or less.
by Team Cafemutual Oct 12, 2015
Why HNIs hire and fire advisors
Read on to find out the top reasons why ultra-high net worth individuals hire and fire advisors.
by Ravi Samalad Oct 9, 2015
Advisors should contact clients at least once in 3 months: Study
Contacting clients should be made an integral part of advisory business, suggests a study conducted by Spectrum Group and Vanguard.
by Team Cafemutual Oct 9, 2015
Catch them young and watch your business grow
There are many benefits of hiring and developing young talent in your advisory team.
by Banali Banerjee Sep 28, 2015
Important questions a financial advisor should ask clients
Read on to find how the art of asking right questions can help you connect better with the clients.
by Banali Banerjee Sep 25, 2015
Why are there only 10,000 active advisors for a country of 125 crore?
Rajiv Bajaj, Vice Chairman & MD, Bajaj Capital, Dinesh Khara, MD & CEO, SBI MF, Ramesh Bhat, General Secretary, Voice of MFD, Vishal Kapoor, General Manager - Wealth Management, India & South Asia, Standard Chartered Bank and Karan Datta, Chief Business Officer, Axis MF discuss how the industry can attract more distributors in MF fold at the Cafemutual Confluence 2015.
by Team Cafemutual Sep 16, 2015
Storytelling to win over clients
Read on to find how storytelling can you help you connect better with clients.
by Banali Banerjee Aug 25, 2015
The toughest 4 questions clients ask advisors
Anticipating and preparing your script well in advance will help you deal with these tough questions more effectively.
by Banali Banerjee Aug 4, 2015
6 mistakes financial advisors should avoid while dealing with clients
In the zest to convert prospects, advisors may end up doing something which their clients/prospects may not appreciate. Read on to find the common mistakes advisors make and how to avoid them.
by Banali Banerjee Jul 14, 2015
10 am to 12 pm is the best time to send marketing or promotional emails: netCORE
Also, Monday and Wednesday are the best days to send such emails.
by Nishant Patnaik Jul 13, 2015
Investor awareness programs most preferred way to acquire clients
An online poll conducted by Cafemutual shows that conducting investor awareness programs is the most effective way to acquire new clients.
by Banali Banerjee Jul 4, 2015
