Date: February 23, 2018 (Friday) Venue: Sahara Star, Mumbai

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tentative agenda

  • Success stories that inspire and give insights
  • Dealing with the wealthy
  • Succession planning for IFAs
  • Increasing wallet share from existing clients
  • Who is the ideal advisor?
  • On boarding Young India: millennials
  • Just how many products are right?
  • Fallacies in financial planning
  • Overcoming behavioral biases