Arpit Shah

Activist
DISC Type : Cd

Director of White Lotus Wealth (Associate Partner Practice of St. James’s Place Wealth Management) at White Lotus Wealth

London, England, United Kingdom

Overview

Arpit Shah is the Director of White Lotus Wealth, an associate partner of St. James’s Place, with over nine years of experience in wealth management and retirement planning. A Chartered Fellow and graduate of UCL, colleagues and clients describe him as dedicated, knowledgeable, professional, and approachable.

He is the co-founder of Network Tree, a not-for-profit organization that hosts networking events in and around London. Arpit is passionate about building communities and creating meaningful connections for local entrepreneurs, professionals, and business owners in areas like Canary Wharf and Brentwood.

He founded Network Tree to foster collaboration and help professionals build valuable relationships across various industries.

Personality Overview

Meticulous

Perfectionist

Logical And Quick

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Early Retirement
His professional focus is on building wealth for clients with the specific goal of enabling them to retire early, a key theme in his value proposition.
Business Networking
As the co-founder of Network Tree, he is actively involved in organizing and promoting networking events to connect professionals and entrepreneurs in the London area.
Supporting Entrepreneurs
His wealth management practice and networking events are tailored to the needs of business owners, indicating a passion for supporting their financial success and growth.

Media Appearances

Arpit has no verified media appearances

Work History

8-2016
Director of White Lotus Wealth (Associate Partner Practice of St. James’s Place Wealth Management) at White Lotus Wealth
3-2015 - 8-2016
Independent Financial Adviser at AFH Wealth Management
6-2014 - 2-2015
Wealth Manager at Citi
4-2010 - 6-2014
Wealth Manager at Royal Bank of Scotland
8-2006 - 3-2010
Financial Adviser at Halifax

Education

2022 - 7-2023
Master's degree from University of Gloucestershire
2002 - 2006
Bachelor's Degree from UCL

More Information

Social Presence :

Prographics :

Exp : N/A Location : London, England, United Kingdom Job Level : N/A Designation : Director of White Lotus Wealth (Associate Partner Practice of St. James’s Place Wealth Management) at White Lotus Wealth
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Insights For Selling To Arpit

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Be crisp while making the pitch
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Refrain from asking too many questions
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Arpit is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Arpit

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Arpit move?

  • Their decision making speed is somewhere in the middle.
  • Can Arpit take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Arpit

Personality Compatibility


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