One Habit That Doubles Client Retention & Referrals for MFDs
Friday, 12th September 2025
04:30 PM - 06:00 PM
Online (Zoom Meeting)
Learn the approach that’s helping Top advisors increase their client retention and double their AUM
You will Learn
✅ Cost of Existing Client v/s Acquiring New Ones
✅ The Impact of Shift in Market from Pull to Push
✅ Why Skipping Reviews is more Dangerous Than You Think
✅ A Simple, Scalable Approach for Conducting Portfolio Reviews
✅ What to Do After the Review: Handling Leads, Referrals & Tasks
✅ How to Track and Analyze Outcome of Portfolio Review
Speakers
Learn from the leaders who are helping finance advisors digitally transform their business
Limesh Parekh
(MD, CEO, Enjay IT Solutions)With over two decades of experience in helping businesses systemize their sales and customer engagement, Mr. Limesh Parekh is a recognized voice in the CRM landscape. He believes that in today’s competitive market, consistent client engagement is not optional — it’s survival. He focuses on simple systems that bring growth in AUM, client retention, and referrals.
Bhoomi Ajugia
Project Head, Sanchay CRMWith 7+ years of experience in leading CRM implementation projects across industries, Ms. Bhoomi Ajugia specializes in translating business challenges into practical solutions. She is known for her hands-on approach and has successfully driven CRM adoption for businesses of all sizes, ensuring systems work in real business scenarios—not just in theory.
Learn What top 2% MFDs do differently to retain and grow clients
Join us for a practical session designed to help you build a system that supports your growth.