Helping Clients Navigate Change and Prepare for the Future (Hindi)

Language Specific (Hindi)

Everyone knows how important it is to adapt to changing times, but that doesn’t mean it is easy to do so. In this session, Kodumudi utilizes his three decades of experience to discuss his best strategies for helping clients understand their present and move toward what is next. He will address how advisors’ recognition of the ever-changing financial marketplace and continuing education about the needs and options of the client can help reinvent their process and enhance their long-term relationships. This is part of the reason Kodumudi has worked with three generations of families and values this forward-looking approach to advice and client strategy.