Rakhee Ghelani

Rakhee Ghelani

Rakhee Ghelani is a freelance writer who also has nearly 20 years’ international experience developing and implementing strategic initiatives for some of Australia’s largest brands in banking, manufacturing and professional services. She has travelled to over 50 countries and has been published internationally.

Articles by Rakhee

Five keys to succession planning

Even if you’re not planning on leaving your brokering business just yet, it pays to have a detailed plan in place for when the time comes. We’ve come up with five ways to make sure your succession plan is the best it can be.

How to find a successor

Choosing a successor can be a tricky business. When you’re ready to move on, should you keep it in the family or is selling a better idea? We discuss the options to help you make the right decision.

Keeping clients on the same page to improve conversions

Confusion between clients in a relationship about the outcome of a meeting could make it harder for you to achieve a conversion. Here’s how to make the message clear for them.

Getting advocates and generating client referrals

How to develop relationships that will generate client referrals and find new ways to engage clients who wouldn’t otherwise approach you.

Six new ways to ask for client referrals

A powerful way to generate leads is by asking other businesses or acquaintances to help you expand your network through referrals. We show you how.

Selling your business: The questions to ask

When it comes to selling your business, there are a variety of factors that need to be assessed. This article looks at some of them.

5 ways to improve your first client meeting

You may think you’ve got your client meet-and-greet style down pat, but there are always ways to improve. We show you how to make that first meeting as productive as possible to set you up for a great working relationship.

5 tools/apps to manage your time more efficiently

When you’re a business owner it’s easy to become overwhelmed with the sheer volume of things you need to be on top of. To make sure you can give due attention to everything, it pays to be smart about how you manage your time. We’ve picked five tools that you may find useful to help keep you on track and on time so that you can focus on creating more opportunities for growth

5 surprising ways to use your time on the road

Time on the road is imperative for your business, but it can quickly go from profitable to unproductive if your train is delayed or you’re stuck in an airport on a long layover. While it’s frustrating, there’s no need to despair – we show you some ways to stay on task while travelling.

3 ways to motivate your team

The PLAN Australia network of Business Development Managers (BDMs) is one of the largest in Australia. Its remit is to provide the type of support you need as a broker to grow and evolve, but this motivation has to come from working together. Below we outline three ways to cultivate motivation and harness it for the greater benefit of your business.

Five fundamentals to a winning client value proposition

Having a strong and clear client value proposition (CVP) is essential when it comes to attracting the right kind of client. We show you the fundamentals when it comes to writing that winning CVP.

Five keys to business planning

It’s not uncommon to create a sound business plan only to leave it on a… Read more

Clean up your [data] act

At PLAN Australia, we’re focused on providing the best technology for our members. But you… Read more

Eleven tools to start your business plan

Your business plan is a fundamental part of your success as a business owner. We show you how to create one that reflects your long-term goals using these handy tools.

Maximising your centres of influence

It’s all well and good to develop your centres of influence, but how do you get them to really work for you? We show you how to make the most of your potential client referral goldmines.

Diversification: What are the payoffs?

If you’re thinking about diversifying into wealth, insurance, commercial lending or asset finance, what do you need to know about the potential payoffs?