✓Registration confirmed

You're in. See you on Saturday.

Behavioural Finance × Financial Planning — a live session for MFDs, advisers and financial professionals with Sunita Rao and Paul Resnik.

NOV

SATURDAY

Saturday, 14 November 2026

11:00 AM – 12:30 PM ISTLive onlineJoining link sent on WhatsApp & email

＋ Google Calendar ＋ Outlook

Next stepAnswer a few quick questions for the speakers↓

What happens next

Four steps to Saturday.

Now

Answer a few quick questions

Tell Sunita and Paul what you face with clients. Below — about 90 seconds.

Fri · 13 Nov

Joining link arrives

On WhatsApp and email, from SunYta. Save it.

Sat · 10:50 AM

Final reminder

A 10-minute heads-up with the link again.

Sat · 11:00 AM

We go live

Join 5 minutes early — we start on time.

Before you join

Your joining checklist.

Tap each item as you get ready. This is an interactive session — you'll get far more out of it from a proper setup.

✓Join from a laptop or PCSlides and frameworks are easier to follow on a big screen.
✓On mobile? Install the meeting app firstOpen the joining link a few minutes early so the app is ready.
✓Keep your camera onIt's a live, discussion-led session — Sunita and Paul want to see the room.
✓Stable internet + earphonesA quiet spot and earphones make the Q&A clearer for everyone.
✓Use your real name when joiningFormat: Name – City (e.g. "Ramesh – Pune"), so we can call on you.
✓Bring one real client situationA client who panicked, chased returns or stopped a SIP — keep a notepad ready.

Your readiness

Join at 10:55 AM IST. Paul is joining from abroad, so we start exactly at 11:00.

Your speakers

Sunita RaoCFA · Founder, SunYta | Wealth Coach

Paul ResnikCo-founder, PlanPrompt · Co-founder, FinaMetrica

Help shape the session

Tell us what you face with clients.

A few quick questions. Sunita and Paul will read every answer and build Saturday around the challenges you share. Anonymous — please answer by Friday, 13 Nov.

~90 secondsAnonymousAsk the speakers a question

Pre-session questions Powered by Google Forms

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When will I get the joining link?

On Friday, 13 Nov, on WhatsApp and email, plus a reminder at 10:50 AM on Saturday. Please don't forward your link — ask colleagues to register instead.

I can't find the link on Saturday morning.

Check your email spam/promotions folder, then reply to the SunYta WhatsApp message and we'll resend it.

Can I join from my phone?

Yes — install the meeting app beforehand and open the link a few minutes early. A laptop is better for following the slides.

Do I need to prepare anything?

Just answer the quick questions above and think of one client conversation you found difficult. Bring a notepad.

You're in. See you on Saturday.

Saturday, 14 November 2026

Four steps to Saturday.

Answer a few quick questions

Joining link arrives

Final reminder

We go live

Your joining checklist.

Tell us what you face with clients.

Know an adviser who should be there?