45 min

#129 Rohit Bhargava XY Adviser

    • Business News

In the startup world, adversity is a given. We always hear about successful businesses, but we rarely hear about the stressful and often volatile journey they undertook to get there.
Rohit Bhargava is the voice behind The Startup Playbook Podcast. He’s also seen both failure and success in his own business ventures.
In this episode, Adrian from XY and Rohit explore the many facets of startup life including tech, relationship building, the power of community and overcoming adversity – all of which can be attributed to life as an Adviser or as an Advice business owner.
Episode highlights:
8:20 – New ways of engaging your client base and prospects
11:40 – Some of the most interesting startup guests you’ve had on the show
19:20 – How adversity in business presents an opportunity
24:42 – The power of community when faced with adversity in business
27:53 – Relationship building versus transactional conversations
Show Notes:
Rohit Bhargava - https://www.rohitbhargava.co
The Startup Playbook Podcast - https://www.startupplaybook.co
Playbook Media - https://www.playbookmedia.com.au
Youtube: https://www.youtube.com/channel/UCMaccqk-6dT9pBOKJ05GbYQ
Twitter: @rohitbhargava7
IG: @rohit_bhargava
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

In the startup world, adversity is a given. We always hear about successful businesses, but we rarely hear about the stressful and often volatile journey they undertook to get there.
Rohit Bhargava is the voice behind The Startup Playbook Podcast. He’s also seen both failure and success in his own business ventures.
In this episode, Adrian from XY and Rohit explore the many facets of startup life including tech, relationship building, the power of community and overcoming adversity – all of which can be attributed to life as an Adviser or as an Advice business owner.
Episode highlights:
8:20 – New ways of engaging your client base and prospects
11:40 – Some of the most interesting startup guests you’ve had on the show
19:20 – How adversity in business presents an opportunity
24:42 – The power of community when faced with adversity in business
27:53 – Relationship building versus transactional conversations
Show Notes:
Rohit Bhargava - https://www.rohitbhargava.co
The Startup Playbook Podcast - https://www.startupplaybook.co
Playbook Media - https://www.playbookmedia.com.au
Youtube: https://www.youtube.com/channel/UCMaccqk-6dT9pBOKJ05GbYQ
Twitter: @rohitbhargava7
IG: @rohit_bhargava
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

45 min