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The new season of the most acclaimed series ‘Lessons from Masters’ is back. The first episode will go live on Thursday, July 7, 2022 at 4.30 pm and will host Lovaii Navlakhi, MD & CEO, International Money Matters.
In conservation with KS Rao, Head Distributor Development and Investor Education, Aditya Birla Sun Life MF, Lovaii will share practical tips to evaluate needs and requirement of clients.
Lovaii has close to four decades of experience and is an MBA from SP Jain Institute, Mumbai. Notably, he is from the first batch of CFP professionals in India and the first Certified Financial Transitionist (CeFT) in Asia. Before International Money Matters, Lovaii has worked in various roles with NELCO, Alpic Finance, Cipla, Microland and indya.com.
The upcoming episode will address the nitty-gritty of assessing client needs and requirements. Lovaii will touch upon some of the most pertinent topics like:
- Helping clients identify their needs and requirement
- Things to keep in mind to evaluate needs and requirement of clients
- Set of questions to understand clients needs
- Bridging the gap between aspirations and reality
- Dealing with changing client needs and requirements
And much more…
‘Lessons from Masters’ is a webinar series jointly launched by Aditya Birla Sun Life MF and Cafemutual. It hosts industry’s top MFDs, RIAs and trainers who share the nuances of various aspects of the distribution business. It is an interactive series where participants can ask industry experts questions that they otherwise do not get an opportunity to ask.
Remember to block your calendar for Thursday, July 7, 2022 at 4.30 pm.
