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Copyright 2024 Million Dollar Round Table®

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1 - 10of 16

Results: 16

Building trust and confidence: Effective communication techniques for indecisive clients

Rahul Agrawal; Prashant Awasthi

Sep 12, 20247 min

Building trust and confidence: Effective communication techniques for indecisive clients

What should financial advisors do to build trust with indecisive clients? Discover how techniques such as active listening, empowering decision-making, and sharing success stories can help to break down complex decisions.

Building resilience in times of crisis: Strategies for thriving in economic uncertainty and global challenges

Kumud Khare; Reshma Karve

Sep 11, 20244 min

Building resilience in times of crisis: Strategies for thriving in economic uncertainty and global challenges

Learn how effective communication helps financial advisors in India build resilience and trust amid global crises.
Mental health matters: Supporting clients through life transitions and mental health challenges

Ridham Bansal; Bandana Bansal

Aug 16, 20244 min

Mental health matters: Supporting clients through life transitions and mental health challenges

Financial advisors in India emphasize the vital link between financial stability and mental wellness, advocating for a holistic approach to wealth management that supports clients through life's transitions with empathy and expertise.
Productivity hacks for financial advisors

Sunil Kumar Bose; Neha Arora

Aug 15, 20245 min

Productivity hacks for financial advisors

Master productivity with expert hacks from financial advisors Sunil Bose and Neha Arora, who share strategies for meeting client expectations, setting goals, and leveraging technology for success in a volatile marketplace.
Navigating fee conversations with clients

Vikas Sayamlal Jethwani; Shweta Mmunot

Aug 7, 20244 min

Navigating fee conversations with clients

Learn the essential strategies for negotiating fees as a financial advisor in India, focusing on transparency, clear communication, and value propositions 
Helping clients to weather financial crises and overcome challenges in wealth management in India

Rahul Agarwal; Garima Agarwal

Aug 1, 20244 min

Helping clients to weather financial crises and overcome challenges in wealth management in India

Discover how trust, proactive communication, and strategic planning drive success in wealth management, as illustrated by financial advisors in India during market crises. 
Effective ways to recognize client's life milestones that trigger financial plan adjustments

Krishna Agarwal; Pramod Kumar Agarwal; Meenu Aggarwal

Aug 1, 20244 min

Effective ways to recognize client's life milestones that trigger financial plan adjustments

Financial advisors must recognize and adapt to clients' life milestones to provide tailored financial plans, leveraging regular communication, technology, and social media to ensure ongoing client satisfaction and financial stability.
Maintaining motivation and preventing burnout: Strategies for professional well-being [Vrushali Gore]

Vrushali Gore

Jul 18, 20247 min

Maintaining motivation and preventing burnout: Strategies for professional well-being

Financial advisors face the risk of burnout in a demanding profession, but prioritizing self-care, maintaining work-life balance, and seeking support can sustain motivation and well-being, as highlighted by Vrushali Gore. 
Effective strategies for reaching India's rural communities as a financial advisor [Arvind Kumar Das]

Arvind Kumar Das

Jun 7, 20245 min

Effective strategies for reaching India's rural communities as a financial advisor

Gain insights from Arvind Kumar Das on financially empowering rural populations in India by localized outreach, technology adoption, local collaborations, cultural understanding, and customized products/services.
Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover [Komal Atal]

Komal Atal

Apr 19, 20244 min

Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover

Komal Atal offers valuable perspectives on navigating the financial terrain for Gen Z clients in India as she sheds light on the intricacies of anticipating the financial needs of this dynamic generation and guiding them toward tailored insurance coverage.