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    Understanding women clients
    Acquiring women clients requires a nuanced understanding of their needs and a willingness to approach the planning process in a way that works for them, reveals a whitepaper by LPL Financial.
    by Team Cafemutual Jun 28, 2021
    ‘What would happen to my business after me?’
    Here are key points that must be kept in mind to plan business succession.
    by Karishma Gagwani Jun 28, 2021
    Effective communication tips to deal with HNI clients
    Attracting, winning and serving HNI clients requires better communication techniques. Here are five tips to help you with that.
    by Team Cafemutual May 17, 2021
    Covid second wave – Here is how to interact with clients empathically
    Here are a few things to keep in mind while interacting with clients during the ongoing pandemic.
    by Karishma Gagwani May 8, 2021
    Must have digital tools!
    The right set of technological tools not only streamlines your operations but also frees up more time to nurture your relationship with the clients
    by Karishma Gagwani Apr 5, 2021
    10 great investment books you can gift your clients
    Understanding financial terms can be difficult; hence here are books that can make it easier for your clients.
    by Bhakti Makwana Apr 3, 2021
    5 ways to generate lead among prospects
    Digital marketing is the best way forward for advisors to find prospects, says a whitepaper by Orion Advisor Tech.
    by Team Cafemutual Mar 31, 2021
    5 easy ways to tap young investors
    Referrals and word of mouth are an incredible way of striking a new relationship with the youngsters
    by Karishma Gagwani Mar 30, 2021
    Here is how to help clients overcome behavioral biases during tough times
    A whitepaper by Fidelity Investments lists nine factors that influence investor behavior and how to tone down investor behaviour with appropriate messages.
    by Bhakti Makwana Mar 26, 2021
    Change from ‘should do’ to ‘choose to’ conversations
    A financial conversation must put your clients in a position of power and not pressure.
    by Karishma Gagwani Mar 13, 2021
    Reasonable decisions can produce better results than rational decisions
    Each investor has unique goals and different risk-appetite. There is nothing rational or irrational in investing.
    by Karishma Gagwani Mar 10, 2021
    ‘Need of emergency funds: Top preference of clients’
    75% MFDs/advisors said that their clients have realized the need to save for emergency, shows a survey conducted by IFANow.
    by Team Cafemutual Feb 22, 2021
    Here is how to enhance virtual client communication
    Here are some tips that can help in establishing a meaningful digital association with your clients.
    by Karishma Gagwani Feb 13, 2021
    Dealing with the millennials
    Some tips to get well along with the millennials clients.
    by Karishma Gagwani Feb 6, 2021
    What will give MFDs/advisors an edge over the competition?
    A survey conducted by IFANow shows that the ability to understand and service client’s finances holistically will give MFDs/advisors an edge over their competitors among other things.
    by Team Cafemutual Jan 6, 2021
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.