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Focus + referrals = growth. Understand that money is the big motivation behind investments and focus on meeting your client's needs. Don't just ask for referrals but ask them to recommend you to them.
Think about what is good for your clients and act accordingly in terms of service and product selection. Client not only appreciate you but are willing to give you referrals.
Going forward: technology + human intervention. We need to talk, plan and educate but transactions will be completed with technology.
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
Focus, Referral & Technology: Beautifully put Jignesh Bhai. Thank you very much.
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