Share
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Manage episode 493301302 series 2394983
Content provided by Broker Daily and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broker Daily and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
As we enter the financial year 2026, brokers should take the time to review past performance, reset, and prepare for the coming financial year.
In this episode of Finance Specialist, Trent Carter reflected on his own experiences, noting proper client expectations helped manage the workload.
The focus of early FY26 will depend on the individual’s circumstances. New brokers should focus on client acquisition, while established brokers may prioritise nurturing existing clients and referrals.
525 episodes
))
