☕HNI Tea Talks— with Abhijit Bhave —
Programmes · Pillar 1 - Foundations

Transactions to Relationships

The broker-to-wealth-manager journey - building the full wealth vocabulary on a broking foundation.

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Who it is for

Broking and equity-advisory teams moving into wealth management.

What your team will be able to do
  • Shift conversations from trades to the client's overall wealth
  • Build the full wealth vocabulary on top of a broking foundation
  • Map a client's needs across asset classes and life goals
  • Plan the move from transaction income to relationship income

Format

  • Half-day workshop, in-person
  • Recommended batch: 25-40 participants
  • Tailored to your products, client segments and compliance guardrails
  • Every session is designed and delivered personally by Abhijit Bhave
  • Video reinforcement: Signature programme - designed exclusively for organisations

Enquire about this programme

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