Not a demand problem: Inside one adviser's migrant client boom
Impossible d'ajouter des articles
Échec de l’élimination de la liste d'envies.
Impossible de suivre le podcast
Impossible de ne plus suivre le podcast
-
Lu par :
-
De :
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.