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1 - 5of 5

Results: 5

Prospecting for Top of the Table and beyond 

Asvin Chauhan, Dip FA, MIFP

Jun 28, 2023

Prospecting for Top of the Table and beyond

Chauhan unravels the mystery of identifying asset-rich and time-poor prospects through target marketing, yielding a stream of wealthy prospects that can take you to Top of the Table qualification. 
The art of mastering your market

Asvin Chauhan, Dip FA, MIFP; Alessandro M. Forte, FCII, CFP; Howard Allen Hopkinson II, FSS, FSCP; Paula Cherie Jones; David Podell; Ann Baker Ronn, CLU, ChFC; Micheline Varas, RHU

Jul 1, 202416 min

The art of mastering your market

Pick a niche and become an indispensable specialist.
Two perspectives

Asvin Chauhan, Dip FA, MIFP; Alessandro M. Forte, DipPFS, CSP

Jul 1, 20235 min

Two perspectives

Would you sell your practice today for double its value?
Raising the regulation bar

Carla Brown, FPFS, CFP; Asvin Chauhan, Dip FA, MIFP; Catherine Gough, FPFS; Sarah Helen Hogan, ACII; Elaine Milne, Dip PFS

Nov 1, 20225 min

Raising the regulation bar

Increased oversight helps UK advisors look out for their clients’ interests.

Andrew C. Lord, CLU, ChFC; Asvin Chauhan, Dip FA, MIFP

Feb 8, 201832 min

Thriving through change in a regulatory environment

Regulation has driven advisors in the UK to fee-based models, and the same is now happening in the United States. Chauhan and Lord will provide a global perspective on compliance and moving away from commissions toward fee-based practices.