Business Development - Cafemutual.com

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

Two simple yet effective business tips to inculcate long term investment discipline

Instead of telling clients that they have to invest for 20 years to accumulate retirement corpus, simply set up a calendar date to make it more concrete.

by Nishant Patnaik Dec 11, 2020

Here is how to help clients weather market volatility

A whitepaper by LPL Financial lists five steps to help clients weather market volatility.

by Team Cafemutual Nov 29, 2020

One simple yet effective business tip to attract referrals

Make referring experience easier for your clients.

by Nishant Patnaik Nov 9, 2020

5 things to keep in mind during restoration stage

Read on to know five simple tips that can keep you safe, healthy and motivated.

by Team Cafemutual Nov 6, 2020