‘REINVENT’ WILL BLOW YOUR MIND

 Date: Nov 11-12-13
Time: 4 pm to 8 pm IST
Location: Virtual

 

REINVENT your advisory practice, no matter where you are today!

REINVENTING the advisory business is critical, NOW more than ever before. For the advisory business to succeed, the struggles most advisors have are finding the right methods that will supercharge their practice, FOREVER.

With speakers from all over the world, this virtual summit will provide insights about how to move forward in an increasingly complex and tightly regulated market environment.

Acquire tips to grow client centric engagements, build stronger relations, and more!

Gain a better understanding of the best practices of the fiduciary-driven advisory business!

Learn from leading national and international practitioners, behaviour experts and coaches through interactive sessions!

Topics in the summit include:

  • RIA practices in different geographies around the world
  • Art of story telling
  • Pros & cons of the prevailing advisory practice models in India
  • Evolution of the fixed income space
  • Future proofing the advisory practice
  • Behavioural (Advisor) biases?

….and SO MUCH MORE!

Register today to understand how you can UP YOUR GAME!

DON’T DELAY: Space is limited, and this event is filling up quickly.

To secure your spot

 

Register Now!

Event Starts In

Speakers

Ajit Menon

Amit Kukreja

Avinash Luthria

Chetna Sinha

David Kop

Dilshad Billimoria

Harsh Roongta

Janaki Sabesh

Janet Hugo

Jitendra Solanki

John Benton

Kalpen Parekh

Lovaii Navlakhi

Moh Hon Meng

Noel Maye

Radhika Gupta

Renu Maheshwari

Sonia Gandhi

S R Srinivasan

Stephen Wendel

Suresh Sadagopan

Suyash Choudhary

Tuula Jalasjaa

Uday Doot

Vikram Poddar

Vishal Dhawan

2nd Virtual Summit

11th, 12th and 13th November

Join us and our esteemed panel of speakers. We will discuss solutions to industry challenges, share incredible stories, talk about topics like behavior, role clarity, practice models, global industry trends and more so that you are equipped with the tools you need to reinvent your advisory practice.

SR. SESSION SPEAKER START
ReInvent: Day 1 – Thursday, 11 Nov 2021 16:00
1 Capital of Courage Chetna Gala Sinha 16:15
2 The Ultimate Battle of RIA Practice Models
(Moderated by Vishal Dhawan)		 Lovaii Navlakhi
Avinash Luthria
S R Srinivasan
Amit Kukreja		 17:10
3 Evolution of Fixed income & preparing for normalization Suyash Choudhary 18:10
4 She-conomics: Advisor Edition Tuula Jalasja
Renu Maheshwari		 19:05
ReInvent: Day 2 – Friday, 12 Nov 2021 16:00
5 Future Proof Your Advisory: Practice Standards (Moderated by Dilshad Billimoria) Noel Maye
Sonia Gandhi
Harsh Roongta		 16:05
6 Brand Builiding by RIA Radhika Gupta
Amit Kukreja		 17:00
7 Can You  STell A Story ? Janaki Sabesh 18:00
8 A deep dive into an Advisor’s Behavioural biases Steve Wendell
Kalpen Parekh		 19:00
Reinvent: Day 3 – Saturday, 13 Nov 2021 16:00
9 Beyond Regulation – A BoredRoom Comedy Vikram Poddar 16:05
10 The Future of Advisory: International Trends
(Moderated by Suresh Sadagopan)		 Moh Hon Meng
David Kop
Janet Hugo		 16:55
11 RIA Practice: Trends in the USA Ajit Menon
John Benton		 17:55
12 Going Beyond the Call of Duty
(Moderated by Uday Doot)		 Dilshad Billimoria
Harsh Roongta
Jitendra Solanki		 18:55
Book Now

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