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Topic – Platform Day Date – 24th March,2022 from 4pm onwards Part 1 Link – https://drive.google.com/file/d/1NvggCYOsMN0Kh-jsg180WlVOFAWAYMbl/view?usp=sharing Part 2 Link – https://drive.google.com/drive/u/0/folders/1Q60SkwQ9ZXBHdCVsyoY6RHP5slF1xhzo
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Title – The Best Practices For Fee Only Advisers – US Perspective Link – https://drive.google.com/file/d/1ngChnQ2oi3x8gx97xTjUQvR-9yDH3Cxd/view?usp=sharing
Speakers 1) Ashish Agarwal – Managing Partner and Head Private Equity Edelweiss AMC 2)Debojyoti Ghosh – Portfolio Manager ( Alternative Equities) Axis AMC 3)Moderated by Tarun Birani – Founder and CEO TBNG Capital Advisors Click here to view
Topic : Designing a Client Experience that Drives Growth Speaker: Julie Littlechild – Founder & CEO, Absolute Engagement Brief: There is no shortage of ideas to help you enhance your client experience. The question is, which of those ideas are right for you and what should you do first? In this session, Julie Littlechild will share a […]
Topic – Aspire: Your Journey to the Top! Speaker – Frank Maselli – Keynote Speaker, Trainer and Business Coach The Financial Service Industry is a highly rewarding & growing profession and there are many ways to succeed. But top advisors all seem to share a few common characteristics. In this session, Frank Maselli will discuss the nine […]
Topic: The REAL Reasons Clients Seek Advice (Heads up: They’re not what you think!) Speaker – Dr. Moira Somers Founder, Money, Mind & Meaning Brief : There is often a mismatch between what people hope for when they reach out for professional counsel and what they receive. We assume that clients want our technical expertise, but the research […]
Topic – Elevating Your Business & Client Value Speaker – David Haintz, Founder, Global Adviser Alpha Brief – To build great efficiency, its best to systematize the process but customize the advice. Cost is only an issue in the absence of value. Your clients are not cost conscious but are value conscious. In this session, David will share […]
Topic – 10x Growth Speaker – Gaurav Bhagat. Link – https://drive.google.com/file/d/1JllRIIAd7RQdWPuHjMnpW0zF_aGCd4H5/view?usp=sharing
Topic – History doesn’t repeat, but rhymes” – Speaker – Navin Agarwal – MD&CEO, Motilal Oswal AMC. Link – https://drive.google.com/file/d/1RCHcy1dp1zsIThTARxLl1sRd4AUfJhRM/view?usp=sharing
Topic – A Fresh Perspective on Asset Allocation Date – Thursday 6th Jan 2022 Link – https://drive.google.com/file/d/1c9AJDnc-wLhqQPrMRx3nITKqTyiRUGi6/view?usp=sharing