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Results: 5

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.
Planning for 100

Plabita Priyadarshi

Mar 9, 20234 min

Planning for 100

Priyadarshi creates plans so post-retirees don’t outlive their money.

Plabita Priyadarshi

May 26, 20204 min

The opening of a new door to success

How these work-from-home times have become the most productive in the career of Plabita Priyadarshi, an MDRT member from India.

Plabita Priyadarshi

Aug 25, 20197 min

Bring back the glitter of the Golden Age — Post retirement financial planning

In this session, you will learn how clients who have retired are different from pre-retirees and how all financial advisors have a greater responsibility when doing post-retirement financial planning, which deals with living too long. Priyadarshi also highlights how financial advisors can help their clients understand ground realities and change their mindset.