‘2 things I do to increase my share of client’s wallet’
Let us see what advisors are doing to increase their share of client’s wallet.
by Team Cafemutual Feb 21, 2018
Lessons that I have learnt from my mentor
Leading advisors share the top two lessons that they have learnt from their mentor and how it helped them grow business.
by Team Cafemutual Jan 15, 2018
Principal Mutual Fund to hold an event for distributors
This event will have a helpdesk center to resolve all your queries related to online transaction, setting up an SIP, GST compliance, Aadhaar updation and so on.
by Team Cafemutual Jan 4, 2018
How to deal with difficult questions of your clients?
Meet the winners of ‘Principal Business Champions – Winning solutions’ who shared their secrets of dealing with tough questions from their clients.
by Team Cafemutual Dec 4, 2017
Proven ideas to retain clients
Meet the winners of ‘Principal Business Champions – Winning retention strategies’ who shared their client retention strategies to grow business.
by Team Cafemutual Nov 8, 2017
The best advice I have ever received
Meet the winners of ‘Principal Business Champions – Best advice’.
by Team Cafemutual Oct 5, 2017
The referral marketing champions
Meet the winners of ‘Principal Business Champions – Winning Ideas’ who shared their secrets on the art of attracting referrals.
by Team Cafemutual Sep 7, 2017
Regular Withdrawal Plan – A smart option to generate regular cash flows
Gaurav Goyal, National Sales Head, Principal Mutual Fund talks about the fund house’s new initiative called Regular Withdrawal Plan (RWP).
by Principal Mutual Fund Feature Aug 22, 2017
How these advisors use social media to grow business
Meet the winners of ‘Principal Business Champions – Winning Ideas’ who shared their social media strategy to promote their businesses.
by Team Cafemutual Jul 21, 2017
Learn and adopt these 12 proven practices to boost your advisory business
Principal Pnb MF’s new initiative with Cafemutual titled ‘Principal Business Champions – Winning Ideas’ will help IFAs learn from the best practices of other advisors.
by Nishant Patnaik Jun 3, 2017
70 percent people consult IFAs referred by their friends and family
A survey conducted by Principal Retirement Advisors shows that 58% respondents rely on the help of financial professionals in making important financial decisions.
Posted on Jun 1, 2017
‘Domestic inflows could easily set off FII outflows in a few years’
Dhimant Shah, Senior Fund Manager – Equity, Principal Mutual Fund shares his outlook for equity markets for 2017.
Posted on Jun 1, 2017