Showing posts with label ethics. Show all posts
Showing posts with label ethics. Show all posts

Wednesday, March 2, 2016

Featured on Wealthforum


Important message for all advisors

Raj Talati, ABM Investments, Vadodara

24th February 2016

In a nutshell

Raj recently conducted an IFA workshop for VIFAA - Vadodara's IFA Association, in which he played a 4 minute audio clip at the beginning of his session.

In RJ Naved style, Raj highlights the responsibility that every IFA shoulders, of making their clients' dreams and aspirations turn into a happy reality rather than a bad nightmare.

Raj's message at the end of this 4 minute clip is a timely reminder to all advisors to act responsibly and judiciously - he urges you to internalize that your clients have entrusted their dreams and aspirations to you, in good faith.