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Helping your clients become rich with purpose

Helping your clients become rich with purpose

Thabojan Rasiah
Thabojan Rasiah, Founder and Principal Adviser of Rasiah Private Wealth Management
Thabojan Rasiah
Thabojan Rasiah, Founder and Principal Adviser of Rasiah Private Wealth Management

Helping your clients become rich with purpose

Thabojan Rasiah has an incredibly unique approach to how he delivers advice, and it really centres around helping his clients find and live out their purpose in life. Finding your purpose is a really deep topic, and not everyone wants to ‘go there’. Thabojan spends quite a lot of time at the outset to work out if a person will be a good fit as a client, and not everyone is. A good fit for his business is someone who he can make a really big impact on their life.

Here’s Thabojan’s process in a quick nutshell (highly recommend watching the replay for the real learnings!):

  • Introductory call – he will take an intro call with anyone who inquires. If he doesn’t think they are a good fit for his advice process, he will refer them out or help them where he can.
  • Discovery meeting – this helps determine if someone will be a good fit to work with him. It’s here where Thabojan will unpack the client’s values and purpose, and if they both agree they will work together, the client will sign on via an ongoing service arrangement and pay a monthly fee.
  • Wealth Management Plan – After sometimes multiple meetings, Thabojan will summarise the key issues a client has raised and action steps to help address these concerns. There could be multiple meetings before a wealth management plan is presented.
  • Interactive cash flow modelling – Thabojan will model scenarios with the clients and put them in the driver’s seat to make decisions on where they want to go.
  • Statement of Advice – only if this is appropriate for the client’s circumstances.

Here is a snapshot of notes made in the session:

Web event notes

Thabojan Rasiah’s LinkedIn HERE

Thabojan Rasiah’s XY Profile HERE

Thabojan Rasiah’s Website HERE

27/05/2021 ago

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Category:

Ongoing service

Thabojan Rasiah has an incredibly unique approach to how he delivers advice, and it really centres around helping his clients find and live out their purpose in life. Finding your purpose is a really deep topic, and not everyone wants to ‘go there’. Thabojan spends quite a lot of time at the outset to work out if a person will be a good fit as a client, and not everyone is. A good fit for his business is someone who he can make a really big impact on their life.

Here’s Thabojan’s process in a quick nutshell (highly recommend watching the replay for the real learnings!):

  • Introductory call – he will take an intro call with anyone who inquires. If he doesn’t think they are a good fit for his advice process, he will refer them out or help them where he can.
  • Discovery meeting – this helps determine if someone will be a good fit to work with him. It’s here where Thabojan will unpack the client’s values and purpose, and if they both agree they will work together, the client will sign on via an ongoing service arrangement and pay a monthly fee.
  • Wealth Management Plan – After sometimes multiple meetings, Thabojan will summarise the key issues a client has raised and action steps to help address these concerns. There could be multiple meetings before a wealth management plan is presented.
  • Interactive cash flow modelling – Thabojan will model scenarios with the clients and put them in the driver’s seat to make decisions on where they want to go.
  • Statement of Advice – only if this is appropriate for the client’s circumstances.

Here is a snapshot of notes made in the session:

Web event notes

Thabojan Rasiah’s LinkedIn HERE

Thabojan Rasiah’s XY Profile HERE

Thabojan Rasiah’s Website HERE