Interview with Dilshad Billimoria: Insights into Financial Planning and Wealth Management.

Q 1. How does Dilzer Consultants measure success, and what metrics do you use to track growth? At Dilzer Consultants , we measure success beyond traditional financial metrics. Our focus is on the depth and quality of our client relationships, the resolution of their issues, and the longevity of our engagements. For instance, the average tenure of our clients is over 15-18 years, and I am personally still serving our first client for 23 years. This reflects our commitment to building meaningful relationships and solving our client’s problems, which are the proper measures of our growth and success. Q 2. What strategies do Dilzer Consultants use to identify new growth opportunities? Our strategy for identifying new growth opportunities lies in continuous innovation and adapting to our clients’ evolving needs. We actively engage with clients through our informal Client Advisory task force, gathering feedback to evolve our services. Our client-centric approach and commitment to technology ...