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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

Factsheets

April 2016
March 2016
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