Tag: Management Company

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Lessons from customers: deliver what they want

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this post is being repeated. Had posted it earlier for a few hours…but was removed..because there was some more important ‘breaking news’ story…so it is coming up again… A few days ago I did a training for a Wealth Management Company. Not too keen to mention client names..but it was a high quality client and […]

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Human Relations and Business Relations

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http://www.subramoney.com/personal-financial-planning-workshop If you belong to a category of people who mix personal relationships and business relationships, welcome to being an Indian! However there is a marked change happening – and there is no age group which is changing. Let me give you some examples. I deal with a person who heads training in a Wealth […]

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