After the resounding success of its second flagship event – ‘Cafemutual IFA Program 2015’, Cafemutual is set to hold the third edition of this event, exclusively for IFAs on February 12, 2016.
Themed ‘Be the Best, the day-long program aims to equip IFAs with practical tips required to grow their business. You have to be the best not to survive but to thrive because India is blessed with immense opportunities.
Sharing the rationale for holding the event, Prem Khatri, Founder & CEO, Cafemutual said,” The advisory profession has undergone a sea change with increasing client expectations, volatile markets and a fast-changing regulatory framework. Meeting all these challenges requires implementing structured methods to ensure the goals of your business are met. CIFA is meant to equip and prepare to meet these challenges.”
The program, designed for IFAs and their employees who deal with clients has lined up some of industry’s best minds and outside experts to share their experiences with IFAs.
Here are some of the topics which are likely be covered in CIFA.
Making sense of the haze surrounding markets will be some of India’s best regarded Chief Investment Officers.
Consumer preferences are changing rapidly, which is evident by a huge shift towards e-commerce. A similar shift is imminent in the financial services industry. So, in an era where technology will play a crucial role in taking your business to the next level, you need to embrace it rather than see it as a threat. A panel of experts will deliberate on how best IFAs can use technology to scale up their business.
You would have received a lot of gyan to market your business but seldom are they practical. To do justice to the subject, an industry expert will share with IFAs a ’10-point marketing plan’ which would not only be practical but also result-oriented.
Learning from your peers is a good way to analyze your strengths and weaknesses and get inspired to achieve more. So, three successful IFAs will reveal the secret mantras behind their success.
A Prudential US study shows that financial advisors are the first source of information when women research about financial products. Though the study was conducted in US, its findings are of great relevance for financial advisors in India. However, fewer women are actually making use of financial professionals who could help them achieve their financial goals, even as more women take responsibility for managing household wealth.
To understand the psyche of women investors and how best to cater to them, a panel comprising women from different walks of life will share their expectations and goals which will help IFAs tap this important segment.
Apart from this, there will be many sessions which will add immense value to your business.
The program is expected to draw 400 IFAs.
Click here to know get more details.
This is a Cafemutual event.