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  • Wealth Beats

    Articles

    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
    The secret of Abhay Dandekar’s robust retail model
    Pune based advisor Abhay Dandekar serves only retail clients. He reveals the secrets of building a strong business.
    by Darshita Shah Dec 20, 2016

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