In the latest Truth Talks, Raj Shah of Blue Wealth Capital talks with Sandra about how his “Cascade of Wealth” concept helps identify the right kind of clients, deepen relationships, build trust… and lets clients see the smiles on their grandchildren’s faces. Raj shares with us how he’s grown his business while continuing to focus on what he loves doing (i.e. advising and coaching clients).
This interview provides a fascinating insight into one adviser’s journey from door-to-door sales to invites to trips to Westminster. Watch the full interview below to find out how Raj’s “under the radar” marketing, such as work with charities and worthy causes has led to an invite to Buckingham Palace and the House of Lords, and approaches by the likes of Vanguard to author articles.