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    For MFDs, asset allocation is personalised and data driven
    MFDs say set asset allocation formulas do not work in the real world as each investor has different goals and risk appetite.
    by Abhishek Kumar Dec 13, 2021
    Testimonials – A powerful tool to attract new clients
    Here are some simple tips that will help you get testimonials from clients effectively.
    by Karishma Gagwani Dec 11, 2021
    Phrases MFDs can and can’t use to promote business
    According to regulations, MFDs should avoid using terms like advisory, consultancy and management when promoting their business
    by Abhishek Kumar Dec 4, 2021
    Here is how MFDs can build an efficient team
    Experts say MFDs should focus on bringing new clients and leave the day-to-day operation to their employees.
    by Abhishek Kumar Nov 29, 2021
    4 simple yet effective tips to generate leads in the digital world
    Read on to know newer ways to get prospective clients.
    by Karishma Gagwani Nov 8, 2021
    4 questions for MFDs to ponder over in the living with pandemic era
    The pandemic has created a paradigm shift and hints at the need for some introspection.
    by Karishma Gagwani Oct 22, 2021
    Learn the art of new client acquisition through referrals
    Here are some tried and tested tips that can help in acquiring new clients through referrals.
    by Karishma Gagwani Oct 18, 2021
    Master the art of following up with clients
    Here is how MFDs can follow up with their prospects without being pushy.
    by Karishma Gagwani Aug 11, 2021
    ‘MFDs looking to expand business should consider getting Udyam registration’
    MFDs earning over Rs.20 lakh and having GST registration number should consider opting for Udyam registration to avail benefits of cheaper capital.
    by Karishma Gagwani Jul 26, 2021
    How can MFDs create their brand in a cost effective way
    Gaurav Mashruwala of A Cutting Edge (ACE) talks about branding, brand and marketing for MFDs and shares with us his views on how MFDs can create their personal brand at no additional cost.
    by Karishma Gagwani Jul 22, 2021
    Four simple yet effective exercises for MFDs to grow business
    Read on to know four activities that can help you grow professionally and personally.
    by Karishma Gagwani Jul 15, 2021
    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
    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.