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Results: 3

Venkateswara Rao Vakalapudi; Manu Dhawan; Manoj Mani Agrawal; Plabita Priyadarshi

Nov 22, 20176 min

How to be unforgettable

The advisors who succeed are the ones who provide outstanding client service. Three top advisors in India talk about how they provide client service and make sure they’re unforgettable to their clients.

Venkateswara Rao Vakalapudi; Manu Dhawan; Manoj Mani Agrawal; Plabita Priyadarshi

Sep 12, 201711 min

Overcoming struggles

There are changes in the economy in India, but there are also a lot of opportunities for financial advisors. Three top advisors in India talk about how they work with their clients to help them implement effective financial plans.
12 ideas to connect with prospects and prepare for client meetings

Adam Thomas Rex, AIF, CFP; Alessandro M. Forte, FCII, CFP; Janet N. Ng, FChFP, CEPP; Micheline Varas, RHU; Mitsuru Arai; Akihito Hoshiro; Jeanette Pay Mei Peng, CFP; Ritchie Azarce Horario; Masahiro Hashimoto, TLC, AFP; Foong Eu-Jin; Craig Alan Lilley, CFP, CLU; Manu Dhawan

Sep 1, 20228 min

12 ideas to connect with prospects and prepare for client meetings