Couverture de Not a demand problem: Inside one adviser's migrant client boom

Not a demand problem: Inside one adviser's migrant client boom

Not a demand problem: Inside one adviser's migrant client boom

Écouter gratuitement

Voir les détails

Offres de saison | 0,99 € par mois pendant les 3 premiers mois

5,99 €/mois par la suite. Des conditions s’appliquent. Annulation mensuelle possible.

In this episode of The ifa Show, host Mikaela Henschel sits down with Nova Wealth founder and senior financial adviser Karthik Ganapathy, whose decision to post a single TikTok video in Hindi transformed his entire business, flooding his practice with inquiries from first-generation migrants and leaving him building a team to keep up with demand, all without any paid marketing.

From building trust through content before a client ever books a meeting to navigating family wealth that spans two countries, Karthik shares what he has learned about working with migrant clients and why he believes many advisers are missing an opportunity to serve them.

Listen as they discuss:

  • How one video took his practice from referral-driven to fully booked.

  • The cross-border challenges of family and assets overseas.

  • How to challenge cultural beliefs about money without dismissing a client's values.

  • Karthik's tips for advisers who want to start building a presence on social media.

adbl_web_anon_alc_button_suppression_t1
Aucun commentaire pour le moment