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Should MFDs list themselves on local search engines?
A lot of MFDs are listed on these platforms but they aren’t very happy with the result.
by
Abhishek Kumar
Aug 29, 2022
Ten lessons from Lord Krishna
Let’s Celebrate Krishna Janmashtami by implementing these life lessons.
by
Nishant Patnaik
Aug 19, 2022
3 simple ways to shift from transactional relationship to a more meaningful client engagement
Prem Khatri, Founder and CEO, Cafemutual shares with us tips for creating deeper and stronger relationships with clients.
by
Team Cafemutual
Aug 18, 2022
Simple yet effective tips to deal with older clients
Here are 5 tips to establish stronger bonds with older clients.
by
Karishma Gagwani
Aug 6, 2022
5 tips to involve your children in mutual fund distribution
Here are simple ways to get your children interested in your business.
by
Karishma Gagwani
Jul 16, 2022
Learnings from India’s two top SIP MFDs
Bangalore MFD Ganesh Shanbag and Rajkot MFD Ravi Kalariya share with us their business lessons.
by
Abhishek Kumar
Jul 13, 2022
MF units transfer: Practical problems and their resolutions for MFDs
Read on to know that how MFDs have resolved practical problems related to transfer of MF units post death of MF investors.
by
Karishma Gagwani
May 9, 2022
3 cost effective ways to promote SIP drive
Here are a few tried and tested ways that have worked well for MFDs.
by
Karishma Gagwani
May 6, 2022
A step-by-step guide to client engagement
Amit Trivedi, noted trainer & author shares 10 simple steps to master the art of client engagement.
by
Karishma Gagwani
Apr 11, 2022
‘MFDs/RIAs should keep sales pitch short but qualitative’
Longer the pitch, higher the chances of weak points, believes Niro Sivanathan of London Business School.
by
Abhishek Kumar
Mar 29, 2022
‘For the sake of right asset allocation, be ready to look stupid in the short term’
PV Subramanyam, Author of Subramoney, shares valuable tips on practical asset allocation at CIF 2022. Here are the highlights.
by
Abhishek Kumar
Mar 28, 2022
4 simple tips to innovate client servicing
Vishal Dhawan of Plan Ahead Wealth Advisors shares with us how incorporating ‘life planning’ practices can add value to your client service approach.
by
Karishma Gagwani
Mar 28, 2022
Remember to do these 4 things before Mar 31, 2022
Ensure to tick them off from your financial year-end checklist.
by
Karishma Gagwani
Mar 26, 2022
Co-working or private office: what suits MFDs’ the best?
Co-working has become a phenomenon in Indian cities and across the world. Can they be a viable alternative to offices for MFDs? Let’s find out.
by
Abhishek Kumar
Mar 24, 2022
‘Demand for ‘real’ financial MFDs/RIAs has never been higher’
Carl Richards, author of Behavioural Gap feels that advisors can benefit from the enhanced demand by leveraging technology.
by
Abhishek Kumar
Mar 19, 2022
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