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My BIG Idea: Transparency with my clientsDeepak Chhabria, Bangalore

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Key Take-Aways
  • Emphasis on maintaining transparency -- disclosed remmueration before regulation demanded, explained risk along with product and how to combat volatility.

  • When a good relationship with client is built, there is inbuilt buffer to handle market volatility. Clients are more willing to overlook certain errors, return fluctuations that can happen.

  • Future focus: Embracing technology. While some clients are comfortable, old clients are not necessarily. However, change requires both advisor as well as clients to change their mindset.

  • Accept that previous success blocks may be different from what is needed for future.

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