Secrets of successful women advisors – II
Sapna Narang,Tejal Gandhi and Yogita Dand share how they turned financial advisors what has helped them excel.
by Ravi Samalad Mar 7, 2014
Secrets of successful women advisors - I
We asked leading women advisors what inspired them to take up financial advisory and what it takes to excel in the male-dominated investment advisory profession.
by Ravi Samalad Mar 7, 2014
12 reasons why your website is not bringing you leads
Ronak Hindocha of FutureAdvisor shares 12 secrets which can help advisors generate leads from their websites.
by Ronak Hindocha Mar 4, 2014
How can advisors grow their client base through investor awareness programs?
Investor awareness programs are an ideal platform for advisors to connect with clients at a personal level.
by Ravi Samalad Feb 28, 2014
Ask yourself, Who is your client?
Segmentation of clients is essential as it brings down the cost of servicing and increase the efficiency level of the IFA’s set up.
by Vinayak Sapre Feb 18, 2014
How can IFAs plan their succession?
Succession planning can be tricky for IFAs who don’t have any family member to take charge of their business.
by Ravi Samalad Feb 7, 2014
Clients prefer emails more than formal meetings: AFA study
The key to adopting the right mode of communication lies in decoding the preferences of your clients based on their age profile.
by Team Cafemutual Jan 24, 2014
Corporatize your advisory practice
IFAs have a huge opportunity in building their own brand.
by Vinayak Sapre Jan 17, 2014
Clients having close contact with their adviser score higher on satisfaction: AFA study
A white paper published by Association of Financial Advisers shares three ideas to increase closeness with clients.
by Team Cafemutual Jan 15, 2014
How can I stop redemptions?
While you are advised not to argue with your clients, you must ask questions to understand the situation and the mindset better.
by Amit Trivedi Jan 6, 2014
The two most important things I learned in 2013 – II
The concluding part of our series on what advisors learned in their practice which helped them succeed.
by Ravi Samalad Jan 2, 2014
The two most important things I learned in 2013
Advisors list down the two most important things they learned in 2013.
by Ravi Samalad Dec 31, 2013
Now mutual funds are available in supermarkets of Bhopal!
Vision Advisory has opened two investment outlets in Aapoorti Super Market, Bhopal
by Nishant Patnaik Dec 26, 2013
How to shift to a fee based model
A white paper published by wealthmangement.com provides case studies of two advisors who made the shift to fee based practice.
by Team Cafemutual Nov 27, 2013
How to develop interpersonal skills and emotional intelligence
A white paper published by ‘Association of Financial Advisors’ shares six elements of developing an excellent client relationship.
by Team Cafemutual Nov 20, 2013
