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1 - 8of 8

Results: 8

Important steps to value clients and colleagues visibly

Erica Dhawan

Nov 9, 2022

Important steps to value clients and colleagues visibly

Collaboration expert Erica Dhawan has helped many audiences understand the practice of using connectional intelligence as the key to business success and practice growth in the modern day business world. Learn new insights and tools to accelerate the connected power of your team and clients, become more agile and innovative, and drive breakthrough ideas and outcomes.
Connection reimagined: How small changes can lead to big results in your relationships

Erica Dhawan

Nov 9, 2022

Connection reimagined: How small changes can lead to big results in your relationships

Collaboration expert Erica Dhawan has helped many audiences understand the practice of using connectional intelligence as the key to business success and practice growth in the modern day business world. Learn new insights and tools to accelerate the connected power of your team and clients, become more agile and innovative, and drive breakthrough ideas and outcomes.
Creating content that converts: Short-form video ideas that attract clients [Cara Erica Suiza]

Cara Erica Suiza

May 1, 2025

Creating content that converts: Short-form video ideas that attract clients

Cara Erica Suiza has built a thriving financial advising career using short, creative videos that blend humor with insurance insights. These videos draw in a steady stream of clients, turning engagement into trust and inquiries into lasting relationships. Her success is a testament to the power of authenticity and creativity in driving results.

Reimagine digital conversations

Erica Dhawan; Sarita Maybin

May 1, 20237 min

Reimagine digital conversations

Make your relationships clearer and more constructive.

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.
Tickets I bought to board the train called life

Yuka Nakahara-Goven, MBA, CLU

Jun 28, 20236 min

Tickets I bought to board the train called life

While everyone craves a healthy work-life balance, Nakahara-Goven maintains there is no need to draw a distinct line between career and family. She shares lessons she’s learned on how to have longevity and a meaningful practice, including the “family rules of operation” she and her husband implemented, as well as what she’s found to be an essential part of balanced living.
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