8 tips to make client review meetings productive
The annual review meeting is an excellent tool to engage with clients.
by Tata MF's Simply Simple Oct 28, 2019
Investors want financial planning advice the most during major life events: EY global report
Social media provides a landmine of information about clients: Harness its power to grow your business.
by Shreeta Rege Jun 21, 2019
How you too can be a financial author
If you want to share your knowledge and insights, here are a few tips to write a book.
by Shreeta Rege Sep 6, 2018
Not KYC it is the time for DYC – delight your customer
Add a wow factor to all client interactions to charm them.
by Shreeta Rege Sep 5, 2018