Aditi Kapadia

Aditi Kapadia, the founder of Wealth IQ and a solo financial advisor, joins the conversation to tackle her challenges in articulating value to high-earning clients. She explores what it means to serve globally-minded professionals and dives into how past financial systems influence their planning. The discussion covers the importance of narrowing her ideal client profile and effective marketing strategies. Aditi shares her insights on using case studies and structured experimentation to refine her services and attract the right clientele.