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The new season of the ‘Lessons from Masters’ series will kickstart today with Lovaii Navlakhi, MD & CEO, International Money Matters.
In conversation with KS Rao, Head Distributor Development and Investor Education, Aditya Birla Sun Life MF, Lovaii will share strategies to simplify managing client needs and requirement.
Lovaii is armed with close to four decades of experience and holds an MBA from SP Jain Institute, Mumbai. Additionally, he holds CFP certification and is from the first batch of CFP professionals in India. Interestingly, Lovaii is also the first Certified Financial Transitionist (CeFT) in Asia.
Before International Money Matters, Lovaii was associated with NELCO, Alpic Finance, Cipla, Microland and indya.com in different roles.
What can MFDs/RIAs expect from today’s episode?
Today’s episode will address topics of your interest like -
- Helping clients identify their needs and requirement
- Things to keep in mind in evaluating needs and requirements of clients
- Set of questions to understand clients’ needs
- Bridging the gap between aspirations and reality
- Dealing with changing client needs and requirements
Moreover, you can also ask questions and get your queries resolved during the QnA session.
The episode will go live today, July 7, 2022 at 4:30 pm.
Make sure to reserve your spot by registering here.
