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Advisor Perspectives 7 | Make Kids Money Smart with GYR Financial Planners

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Manage episode 356439386 series 1446997
内容由IVM Podcasts提供。所有播客内容(包括剧集、图形和播客描述)均由 IVM Podcasts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com)
On the last episode of Advisor Perspectives Series, Anupam sits with Rohit Shah of GYR Financial Planners. They talk about to make kids money smart and better equipped with financial understanding from an early age. They also talk about investor behavior and what drives their decision to making certain investment choices. Discussing client servicing, they touch upon client management, designing a good portfolio, setting up optimal financial goals when making financial investments. This and much more on this episode of #PaisaVaisa!

Find Rohit Shah on social media:
Twitter: (https://twitter.com/shah_rohit/)
LinkedIn: (https://www.linkedin.com/in/shahrohit/)

Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

See omnystudio.com/listener for privacy information.

  continue reading

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Artwork
icon分享
 
Manage episode 356439386 series 1446997
内容由IVM Podcasts提供。所有播客内容(包括剧集、图形和播客描述)均由 IVM Podcasts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com)
On the last episode of Advisor Perspectives Series, Anupam sits with Rohit Shah of GYR Financial Planners. They talk about to make kids money smart and better equipped with financial understanding from an early age. They also talk about investor behavior and what drives their decision to making certain investment choices. Discussing client servicing, they touch upon client management, designing a good portfolio, setting up optimal financial goals when making financial investments. This and much more on this episode of #PaisaVaisa!

Find Rohit Shah on social media:
Twitter: (https://twitter.com/shah_rohit/)
LinkedIn: (https://www.linkedin.com/in/shahrohit/)

Get in touch with our host Anupam Gupta on social media:
Twitter: ( https://twitter.com/b50 )
Instagram: ( https://www.instagram.com/b_50/ )
Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )

You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

See omnystudio.com/listener for privacy information.

  continue reading

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