Wealth Beats


Why onboard a client, when you can onboard a family instead?
Read on to find out how Pradeep Kumar Jain from Ranchi has followed a systematic approach to acquire 2800 clients through 800 families.
by Nishant Patnaik Jan 16, 2017
Getting new clients beyond referrals
4 effective ways to acquire new clients
by Nishant Patnaik Jan 9, 2017
The toughest 3 questions client ask and how I deal with them
Tough questions are not to be avoided. In fact, when dealt well with, tough questions deepen the relationship advisors have with clients.
by Ravi Samalad Dec 26, 2016


April 2016
March 2016
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