Business Development

Let’s Celebrate Krishna Janmashtami by implementing these life lessons.

by Nishant PatnaikAug 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 GagwaniAug 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 GagwaniJul 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 KumarJul 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 GagwaniMay 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 GagwaniMay 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 GagwaniApr 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 KumarMar 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 KumarMar 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 GagwaniMar 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 GagwaniMar 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 KumarMar 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 KumarMar 19, 2022

Should you hire someone for your own investment portfolio?

Read on to know what your MFD/RIA peers have to say in this regard.

by Karishma GagwaniMar 17, 2022

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