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Business Development Communication is the key to fill gaps

Communication is the key to fill gaps

Ashish Modani and Shyam Sunder talk about the books which helped them in their practice.
Darshita Shah Nov 15, 2016

Ashish Modani, SLA Financial Solutions

I read a book called ‘Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money’ authored by Carl Richards. The author has drawn extensively on the mistakes in his financial advisory practice.

He has penned down these common mistakes that advisers usually overlook. Also, this book helps us find out the expectation of clients from advisers and how to meet such expectations.

The book is written in a simple language with a lot of illustrations, graphs and pictures indicating ‘the gap’ in adviser-client relationship that needs to be filled. This book  taught me that communication is the key to fulfil these gaps and strengthen adviser-client relationship. 

Shyam Sunder, PeakAlpha Investment Services

Fifteen years ago I read a book ‘Seven Habits of Highly Effective People’ authored by Steven Covey. This is the best book I have read so far. In fact, I have recommended this book to my staff so that they could work more efficiently.

Basically, this book says that habits make or break people. The book teaches us to maintain a proper work-life balance to achieve success in personal and professional life.

Another book which I have read recently was ‘Eat That Frog: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time’ authored by Brian Tracy. It is an excellent motivational book. ‘Eat that frog’ is used as a metaphor which means to complete challenging tasks immediately. The author gave interesting insights on how getting organized can help us to deal with difficult tasks easily. Also, this book has helped me manage time efficiently.


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