TBNG Capital Advisors - Understanding the needs and goals of our clients

View Article

Tarun Birani, Founder and CEO at TBNG Capital Advisors describes how the organisation acts as personal CFOs for their clients.

Jump to section:

1. How would you explain the value proposition that you represent to your clients?

2. As a licenced investment advisor - how would you explain your investment process and philosophy?

3. What's the segment of clients that you're targeting?

4. What have you done to improve your practice management over the last few years?

5. How can you compete against bigger wealth management firms?

Video transcript

1. How would you explain the value proposition that you represent to your clients?

2. As a licenced investment advisor - how would you explain your investment process and philosophy?

3. What's the segment of clients that you're targeting?

4. What have you done to improve your practice management over the last few years?

5. How can you compete against bigger wealth management firms?

Latest Articles

Latest News