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Hi tech + Hi touch is the way forward on platformsMadhu Menon, Oxyzen Financial, Ahmedabad

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Key Take-Aways
  • Encourage clients to know their net worth and aggregate all their assets info on a single platform. This will help family members especially during emergencies where there is lot of confusion.

  • Using technology to create a family investment account where all asset info is aggregated gives clients knowledge and decision making power. Also helps advisors to cross sell products when need arises for clients.

  • Giving family members also password access educates them and creats future clients. Encourage clients to invest in what they can understand easily.

  • Remember that while portions of service delivery, financial planning and research can be automated further, the human touch of advisory will be key as this is a look, feel, touch and emotional business

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Yash Jhaveri ARN NO :Jhaveri Sec Vadodara, 09 Apr 2018

Mr. Madhu's OxyZen is truly providing zen to his clients. Kudos to you sir and keep inspiring!

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