Business Development

Top advisors share their success strategies.

Here is how you create a website that will induce a client to approach you.

Many IFAs feel that it is not worthwhile to invest time or resources on social media because it does not generate any business. Social media experts feel that social media can be effective for IFAs if approached the right way.

Brand building is a tough job for any business. In this article, we look at strategies followed by leading IFAs to make their brand popular among clients.

Himanshu Dani has overcome the challenge of making clients realise the need for financial planning

In the competitive financial advisory market, here are a few things that will set you apart from the rest.

There is a world beyond data, product or investment advice and financial plan and there are several ways by which you can add value to your investor’s financial life.

A quick guide to help you make the right connection and build the right chemistry with your prospective clients.

A few tips for IFAs to reach out to India’s next generation investors.

In this second series, we present a few solutions from advisors on how to retain clients.

Today, I want to talk about some of the myths, which most financial planners believe in! These myths are destroying their business and stopping them from growing their advisory practice. Let’s talk about them one by one.

Cafemutual speaks to a few experts in this series to find out how IFAs can meet the challenge head-on.

A quick guide on how advisors can conduct investor awareness workshops to expand their client base.

While some IFAs are beginning to restructure their business models towards High Net worth Individuals (HNIs), those IFAs wishing to build a retail client base are reworking their strategies.

With their fixed returns, the bond issues remain an attractive option for both advisors and investors, finds Ravi Samalad