Wealth Forum Distributors & Advisors Round Tables

Chennai Advisors - Part I

Managing client expectations in a bull market

What should we do when clients ask us for balanced funds?

Watch this video to find out

Wealth Forum is very happy to introduce its Round Table series: a new level of industry engagement on topical business issues and opportunities. In our inaugural edition, we engaged with leading advisors and distributors from Chennai on two key business challenges that IFAs typically face today:

  1. How to manage soaring client expectations in a bull market, and

  2. How to manage growing scale amidst high business growth

In this video, Chennai's leading IFAs share their experiences and insights on how they are managing client expectations which have soared along with the stock market. Gain from their perspectives and do share your experiences by posting your comments - let your peers across the country gain from your perspectives too!

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