Real conversations about winning HNI clients - straight from 30 years in the field. In Hinglish. Over a cup of chai.
Season 1.5 continues - now the insurance conversation. Episode 3 walks through 6 practical concepts for discussing insurance with HNI clients, so you can move past the product pitch and turn protection into a genuine wealth conversation.
Begin with Season 1 - the library grows every Monday.
What do HNIs want from their RMs - and how to deliver it? 6 episodes.
Nine everyday edges nobody fully trains you on. 9 episodes.
CARE & REACH frameworks, plus real case studies for when phones ring. 7 episodes.
The story behind HNI Tea Talks. 1 episode.
The full investment universe - MF, PMS, AIFs, structured products and more. 10 episodes.
Insurance as a wealth conversation, not a product push. 6 episodes.
The full sales lifecycle and where HNI clients really come from. 6 episodes.
Etiquette, presence and the habits that build a career. 8 episodes.
Well-read RMs have a competitive advantage - recommended book reviews. 4 episodes.
Building and leading HNI RM teams that win. 6 episodes.
H2S2W - the life all of it is for. 5 episodes.
Interviews with real-life HNI RMs from across Bharat. 10 episodes.
Real-life client advice on how to become a better HNI RM. 10 episodes.
For relationship managers in asset management companies. 3 episodes.
For relationship managers in banks. 3 episodes.
For relationship managers in stock broking firms. 3 episodes.
For relationship managers in insurance. 3 episodes.
Every insight comes from 30 years of actual HNI client work - not theory.
Not generic finance content. Specifically about high-net-worth clients.
Something you can use in your very next meeting.
For RMs in Nagpur, Ludhiana, Coimbatore and Guwahati - not just the metros.
Not just books I recommend - books I have actually read, underlined and gifted. Forty-eight of them, each with a personal note on why it changed how I think about money, leadership and life.
Half-day workshops and keynotes for banks, wealth firms, AMCs and NBFCs - practical, framework-driven, built around your business reality.
